For Financial Professionals
Address the broader financial wellness of clients with actionable tools to cement a reputation as a trusted advisor.
Improve client outcomes and loyalty.
Our financial wellness platform offers a valuable addition to a Financial Advisor’s toolkit, providing benefits that include client retention, increased revenue, improved client outcomes, and enhanced market positioning.
Put mortgage, auto, student, and personal loan payments on autopilot.
Split large, single payments into 2, 3, 4, or 5 automated debits.
Paydown loans faster and save money in interest fees.
Recapture money wasted on unwanted or unused monthly subscriptions.
In a competitive market, financial planners who offer financial wellness can differentiate themselves, attracting more clients and referrals.
Offering financial wellness demonstrates a commitment to holistic financial well-being, setting financial planners apart from competitors and providing additional services beyond traditional financial planning.
Financial wellness programs can improve client satisfaction and loyalty, reducing the likelihood of clients seeking services elsewhere.
By helping clients improve their overall financial health, financial planners can contribute to better financial outcomes, which reflects positively on their practice.
Half of Americans who’ve applied for a loan or financial product since March 2022 have been denied. The Consumer Financial Protection Bureau also found that nearly 1 in 4 applicants who were denied (23%) pursued alternative financing
EarnUp Inc.
2370 Market St Ste 203
San Francisco, CA 94114-1521 USA
800-209-9700
© EarnUp 2024 All Rights Reserved
