For Banks & Credit Unions

Personalized financial education for your customers

Your customers are looking for additional support beyond your products. Partner with SmartPath to offer a comprehensive financial education solution, so you can focus on what matters most - your client relationships.

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A banker shakes hands with a client, pleased to offer him premier service with an integrated financial wellness program.

Why SmartPath?

Of users worry less about money
80%
Of users worry less about money
Of users can retire earlier than expected
44%
Of users can retire earlier than expected
Aggregated Net Promoter Score
88%
Aggregated Net Promoter Score

Win More Clients

Attract new customers and recapture lost business with products turbocharged by highly personalized financial education resources.

Amplify Cross-Sales

Leverage novel data about your customers' needs to sell additional products at just the right time.

Strengthen Client Relationships

Keep existing customers by becoming their trusted partner for all their financial needs.

Increase Engagement

Boost the frequency and quality of client interactions and stay top of mind whenever they need a financial resource.

Let's talk!

Differentiate your banking institution with SmartPath's financial education solutions.
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