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Financial Institutions

Connect with next generation clients

With younger generations self-reporting an active distrust of financial institutions, it’s more important than ever to pull back the curtain and provide future clients with the tools they need to understand personal finance and how it impacts their daily lives.

Consumer

Education

Community

Reinvestment

Client

Trust

Providing engaging, cutting-edge financial education gives institutions the unique opportunity to positively impact their community members’ financial well-being while building trust with a young, technology focused audience. Sponsor a local school/organization, or send employee volunteers into the community. 

Explore your data

Gain insight into goals, trends, and interests among your member populations, all while providing essential financial education to the community.

Suggested Package

 ✔  Life Simulator

 ✔  1 Admin Account / 25 Users

 ✔  Aggregate Report

 ✔  Surveys

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