Built For Credit Unions
Enhance Member Value and Retention
Provide your members with a comprehensive financial wellness platform that goes beyond traditional banking services. By offering budgeting tools, financial education, and personalized guidance, you strengthen member relationships and increase lifetime value while differentiating your credit union in a competitive market.Attract and Engage Younger Members
Connect with Millennials and Gen Z members who expect digital-first financial solutions. Our self-serve platform aligns with their preferences for autonomy and technology, helping you attract new members and engage existing ones through valuable financial wellness resources.Strengthen Member Relationships with White-Label Solutions
Build deeper connections with members through a fully branded financial wellness portal. Customize the platform with your credit union's logo and colors to create a seamless brand experience that reinforces your commitment to member financial health and well-being.Drive Cross-Selling Opportunities
Gain valuable insights into member financial needs through our comprehensive platform. Understand member goals, challenges, and financial situations to identify opportunities for relevant products and services, from loans to savings accounts, enhancing both member satisfaction and credit union growth.Features
White Labeling
Brand the Platform as Your Own
Make the financial wellness platform uniquely yours with our White Labeling feature. Easily upload your credit union's logo and choose your brand colors to customize the appearance of the platform. By tailoring the aesthetics, you strengthen your brand identity and provide a consistent brand experience to your members, reinforcing your credit union's commitment to their financial well-being.
Apps, Calculators & Decision Support Tools
Comprehensive Financial Tools for Your Members
Enhance your members' financial literacy and independence with our extensive range of tools. From budgeting aids to investment calculators, our platform is equipped with everything your members need to manage their finances effectively. This comprehensive toolkit empowers members to take an active role in their financial wellness, increasing their engagement and satisfaction with your credit union.
Content Library
Ready-to-Use Financial Education Content
Enhance your member education offering with our expansive library, featuring over 200+ articles and more than 30+ expertly designed courses on key financial topics. Developed by financial education professionals, these resources cover everything from budgeting to investing. With our user-friendly article and course creators, you can effortlessly customize and extend these materials to your members, providing tailored financial education and boosting your value proposition, all without the extra burden of content creation.
Marketing
Seamless Integration for Optimal Member Engagement
Ensure smooth member interaction with our easily embeddable Lead Magnets. You can seamlessly integrate them into your credit union's website, offering visitors compelling content that highlights the value of your financial wellness services. This not only enhances the user experience on your website but also helps to turn casual website visitors into engaged members.
Member Account Management
Unlimited Member Accounts with Flexible Access
Provide financial wellness tools to all your members without limits. Our platform supports unlimited member accounts, allowing you to scale your financial wellness program as your credit union grows. Offer members flexible access through free trials and paid plans, ensuring every member can benefit from your financial wellness resources.
