Modernize and differentiate your offerings to boost your appeal to a younger demographic.
Emphasize your commitment to your members’ financial well-being.
Digital Transformation: Little or No IT Required
Effectively compete with fintech-enabled banks.
Stand up a turnkey credit builder & financial stability automation infrastructure to attract and retain members, including those ready to forge a path to homeownership.
AI Advisor: Democratize Financial Wellness
Now, you can automate end-to-end member financial wellness, from expert advice to seamless execution.
AI Advisor responds to your member’s complex questions with hyper-personalized advice and useful resources, incorporating real-time banking, debt, credit information, and financial goals.
Powered by sophisticated artificial intelligence, our context-aware conversation agent integrates seamlessly into your existing platform.
Student Loan Debt Tools
Offer your members a way to lower loan payments and fast track student loan payoff.
Locate open student loans and servicers
Assess eligibility & apply for Federal student loan savings plans
Get paydown scenarios & create a personalized payment plan
Use EarnUp to put payment plans on autopilot
Optional acceleration program fast tracks payoff & saves on interest fees
Benefits to your members
Improve Credit
On time payments help build FICO Scores and help members prepare for larger purchase, like mortgages.
Achieve Financial Goals
Members can concentrate on the future rather than feeling the pressure of overwhelming debt.
Reduce Payment Shock
Smaller incremental debits ease the shock that comes from making one large loan payment.
Want to generate more referrals and keep clients coming back? This guide will teach you the secrets of building enduring post-closing client relationships that enhance your business.
Ready to discuss financial wellness for your members?
Disclosures
*Interest and loan term reduction are calculated based on the requirement of additional deductions and payments made towards the loan principal over the life of the loan. The loan must be paid to completion with no defaults or payment errors on the account in order to realize the savings. Savings may vary based on your unique EarnUp Program.