Co-op Strategic Provider Program: Financial Literacy & Savings Co-op Strategic Provider Program: Financial Literacy & Savings

Co-op Strategic Provider Program: Financial Literacy & Savings

Plinqit is a savings platform that provides financial education and automated savings bundled into one app accessible through digital banking. Their platform enables the member to securely link their Plinqit account to their credit union account, set a savings goal in Plinqit, and automatically set aside a small amount of money at a rate and schedule that they choose. Additionally, by leveraging gamification, members can earn money towards their goals by engaging with Plinqit’s educational content, which fosters greater member engagement and share of wallet. If your credit union is seeking new deposits, improved member retention and satisfaction, as well as cross-selling opportunities, Plinqit’s solution is for you. Not to mention that Plinqit’s mission of improving people’s financial futures through technology is deeply aligned with the credit union movement and its shared mission to support members, so much so that Plinqit will assist credit union’s in applying for financial literacy grants.

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Credit Score Services

Co-op Solutions 9692 Haven Ave. Ste. 300, Rancho Cucamonga, CA (800) 782-9042

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With a seamless implementation and a platform that can help our members take steps on the path toward financial wellness, Plinqit is an ideal partner for our credit union.

Karen Greubel, Vice President of Marketing West Community Credit Union

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Analytics Platform

Drive loan growth with actionable insights, uncover lending opportunities, better understand your wallet-share, and generate targeted campaign files.

Recommendation Engine

Leverage personalized and dynamic cross-sell capabilities based your members’ unique credit and your lending criteria.

Credit Score Features

Engage your members with real-time credit scores, full report, monitoring alerts, and personalized financial education.

Integrations

Simple implementation through Plinqit’s extensive list of single sign-on (SSO) integrations with most credit union digital banking platforms, such as Q2, Banno, CU*Answers, and Alkami, with more added quarterly

Younger Generation Engagement

Deepen your relationship with the younger demographic, as 65% of users are between ages 18-44

Marketing Support

Work with Plinqit to create branded campaigns, email programs, digital marketing strategies, and other assets to support member outreach

Personalized Offers

Allow credit unions to cross-promote their products and services within the platform

Integrations

Credit Monitoring

Daily monitoring and dispute capabilities allow members to stay on top of and protect their credit.

Convenient Access

Allows members to view their credit score and report seamlessly within their trusted digital banking application.

Personalized Offers

Personalized offers specific to the member's needs and financial profile enables them to save money on new and existing loans.

Member Education

Tailored financial tips and recommendations to help members understand their credit score, factors that impact it, and what they can do to strengthen it.

Credit union benefits

Member benefits

Member Education

Tailored financial tips and recommendations to help members understand their credit score, factors that impact it, and what they can do to strengthen it.

Personalized Offers

Personalized offers specific to the member's needs and financial profile enables them to save money on new and existing loans.

Convenient Access

Allows members to view their credit score and report seamlessly within their trusted digital banking application.

Credit Monitoring

Daily monitoring and dispute capabilities allow members to stay on top of and protect their credit.

SPP Terms and Conditions

Integrations

Credit Score Features

Engage your members with real-time credit scores, full report, monitoring alerts, and personalized financial education.

Recommendation Engine

Leverage personalized and dynamic cross-sell capabilities based your members’ unique credit and your lending criteria.

Analytics Platform

Drive loan growth with actionable insights, uncover lending opportunities, better understand your wallet-share, and generate targeted campaign files.

Engaging Educational Content

Gamification-based learning has proven to resonate well with members and be a great way for them to consume educational content

Applicable Savings Goals

Help members save for goals that are top-of-mind today (e.g., emergency fund, car loan, home down payment, vacation). 80% of users achieve their savings goals

Progress Monitoring

Track your progress with intuitive dashboards and visualizations

Monetary Incentives

Members earn money towards their savings goals for correctly answering quiz questions, which encourages them to return to the platform

The entire process of partnering with SavvyMoney has been exceptional. I feel they are a true ally and always looking to improve the product. The Credit Union saw immediate member engagement and are pleased with the new loans obtained via this channel. We could not be happier!

Nancy Porter, Vice President, Marketing BAYPORT FEDERAL CREDIT UNION

SavvyMoney gave us their expert advice and showed us how to tactically implement a campaign. We followed their advice, and it began paying off immediately. I can’t thank the SavvyMoney team enough. They are entrepreneurial, experienced, super skilled, and 100% committed to your success. That’s what I call a real partner!

Matthew Tully, VP of Marketing CREDIT UNION OF SO CAL

Thank you for one of — if not the easiest — launches of a new product that I have ever experienced in over 40 years! The responsiveness and follow-up during the whole process was beyond amazing. You made us feel like we were your only client

Kitty Hunter, Chief Marketing & Community Engagement Officer SCE FEDERAL CREDIT UNION

Co-op Solutions 9692 Haven Ave. Ste. 300, Rancho Cucamonga, CA (800) 782-9042

Personalized Offers

Allow credit unions to cross-promote their products and services within the platform

Marketing Support

Work with Plinqit to create branded campaigns, email programs, digital marketing strategies, and other assets to support member outreach

Younger Generation Engagement

Deepen your relationship with the younger demographic, as 65% of users are between ages 18-44

Personalized Offers

Allow credit unions to cross-promote their products and services within the platform

Marketing Support

Work with Plinqit to create branded campaigns, email programs, digital marketing strategies, and other assets to support member outreach

Younger Generation Engagement

Deepen your relationship with the younger demographic, as 65% of users are between ages 18-44

Younger Generation Engagement

Deepen your relationship with the younger demographic, as 65% of users are between ages 18-44

Marketing Support

Work with Plinqit to create branded campaigns, email programs, digital marketing strategies, and other assets to support member outreach

Personalized Offers

Allow credit unions to cross-promote their products and services within the platform

Integrations

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Progress Monitoring

Track your progress with intuitive dashboards and visualizations

Applicable Savings Goals

Help members save for goals that are top-of-mind today (e.g., emergency fund, car loan, home down payment, vacation). 80% of users achieve their savings goals

Monetary Incentives

Members earn money towards their savings goals for correctly answering quiz questions, which encourages them to return to the platform

Engaging Educational Content

Gamification-based learning has proven to resonate well with members and be a great way for them to consume educational content

Progress Monitoring

Track your progress with intuitive dashboards and visualizations

Applicable Savings Goals

Help members save for goals that are top-of-mind today (e.g., emergency fund, car loan, home down payment, vacation). 80% of users achieve their savings goals

Monetary Incentives

Members earn money towards their savings goals for correctly answering quiz questions, which encourages them to return to the platform

Engaging Educational Content

Gamification-based learning has proven to resonate well with members and be a great way for them to consume educational content

Progress Monitoring

Track your progress with intuitive dashboards and visualizations

Applicable Savings Goals

Help members save for goals that are top-of-mind today (e.g., emergency fund, car loan, home down payment, vacation). 80% of users achieve their savings goals

Monetary Incentives

Members earn money towards their savings goals for correctly answering quiz questions, which encourages them to return to the platform

Engaging Educational Content

Gamification-based learning has proven to resonate well with members and be a great way for them to consume educational content