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FINANCIAL LITERACY

Epiphanies on Tap.

700+ bite-sized lessons that change how your members see money. Your brand. Your products. 3-5 minutes each.

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Financial Literacy700+ lessons • 3-5 min each
Lesson 3 of 5

Understanding Compound Interest

65%
Progress
2 min left

Compound interest is when you earn “interest on interest.” If you invest $100 at 5% annual interest...

83%
Completion
+32
Credit Pts
12
Completed
Continue Learning65%

Building Your First Budget

4 min • Beginner

Your Learning PathFirst Job
Student Loan Payments100%
Emergency Fund Basics80%
Understanding Credit40%
First Credit Card Tips0%
Learn → Take Action

“Learn about CDs” → Open your first CD with your credit union

Proven Member Outcomes
+32
Credit Score
-33%
Delinquency
+45%
Savings
Up NextNEW

Understanding Credit Cards

5 min • Intermediate

Recent Achievement

Budget Master Badge Earned!

Completed 5 budgeting lessons

Daily Streak7 Days 🔥
Recommended For You
Retirement Planning 1010%
Home Buying Guide25%
Investment Basics15%
Community Learning

Join 50,000+ members improving their financial wellness

Lesson 3 of 5

Understanding Compound Interest

65%
Progress
2 min left

Compound interest is when you earn “interest on interest.” If you invest $100 at 5% annual interest...

83%
Completion
+32
Credit Pts
12
Completed
Continue Learning65%

Building Your First Budget

4 min • Beginner

Your Learning PathFirst Job
Student Loan Payments100%
Emergency Fund Basics80%
Understanding Credit40%
First Credit Card Tips0%
Learn → Take Action

“Learn about CDs” → Open your first CD with your credit union

Proven Member Outcomes
+32
Credit Score
-33%
Delinquency
+45%
Savings
Up NextNEW

Understanding Credit Cards

5 min • Intermediate

Recent Achievement

Budget Master Badge Earned!

Completed 5 budgeting lessons

Daily Streak7 Days 🔥
Recommended For You
Retirement Planning 1010%
Home Buying Guide25%
Investment Basics15%
Community Learning

Join 50,000+ members improving their financial wellness

Lesson 3 of 5

Understanding Compound Interest

65%
Progress
2 min left

Compound interest is when you earn “interest on interest.” If you invest $100 at 5% annual interest...

83%
Completion
+32
Credit Pts
12
Completed
Continue Learning65%

Building Your First Budget

4 min • Beginner

Your Learning PathFirst Job
Student Loan Payments100%
Emergency Fund Basics80%
Understanding Credit40%
First Credit Card Tips0%
Learn → Take Action

“Learn about CDs” → Open your first CD with your credit union

Proven Member Outcomes
+32
Credit Score
-33%
Delinquency
+45%
Savings
Up NextNEW

Understanding Credit Cards

5 min • Intermediate

Recent Achievement

Budget Master Badge Earned!

Completed 5 budgeting lessons

Daily Streak7 Days 🔥
Recommended For You
Retirement Planning 1010%
Home Buying Guide25%
Investment Basics15%
Community Learning

Join 50,000+ members improving their financial wellness

The Confidence Gap

FINRA tested 6,000 adults on seven basic financial questions in 2024.

4% got all seven right.

76% rated their own knowledge as high.

People don't seek help for problems they don't know they have. And they're not sitting through your webinar to find out. But they will spend 3-5 minutes on their phone.

Source: FINRA Foundation NFCS, 2024

Traditional Learning

Traditional Learning

45-minute modules with 12.6% completion rates. Desktop-only platforms that don't engage modern learners.

Mobile Learning

Long Content Problem

Long courses cause 87% of learners to quit before finishing, preventing real financial progress.

Generic Content

Generic Content

Same lessons for everyone regardless of age or goals, leaving learners bored and disengaged.

OUR PLATFORM PROVIDES

How Remi Works

3-5 Minutes. One Concept. One Shift.

A working parent reads about compound interest during the commute. A few minutes later, money looks different. It stays different. That's not education. That's epiphany.

Your Products, In the Flow

A lesson on emergency funds surfaces your savings account. A lesson on credit building leads to your secured card. Not as ads. As the natural next step. The distance between understanding and acting? Gone.

Gamification That Sticks

Streaks. Badges. Nudges. The mechanics that keep people coming back to language apps, applied to something that actually changes their financial future.

Your Brand or Ours

White-label it with your logo, colors, and product names. Or launch it as Remi. Some institutions want members to see their brand. Others want the credibility of a standalone learning platform. We built for both.

Tailored Learning
Perfect Timing

We have lessons curated just for you

First Job

Personalized content for student loans, budgeting, emergency funds

We have blogs which are curated around your lifestyle and goals so the guidance you get actually fits your everyday life.

Every blog doesn't just explain money; it connects you to the right financial products at the right moment so learning turns into real action.

First Job Path

Your learning journey

Managing Student Loan Payments

3 min
80% completeBeginner

Building Your First Budget

4 min
60% completeBeginner

Emergency Fund Basics

3 min
40% completeBeginner

Understanding Credit Scores

3 min
20% completeBeginner

First Credit Card Tips

4 min
0% completeBeginner

Managing Student Loan Payments

3 min
80% completeBeginner

Building Your First Budget

4 min
60% completeBeginner

Emergency Fund Basics

3 min
40% completeBeginner

Understanding Credit Scores

3 min
20% completeBeginner

First Credit Card Tips

4 min
0% completeBeginner

Featured Lessons

Managing Student Loan Payments
3 minBeginner
Building Your First Budget
4 minBeginner
Emergency Fund Basics
3 min Beginner
How It Actually Works
01

Nano-Learning Architecture

700+ pre-built lessons (3–5 minutes each)

Progressive difficulty levels
Spaced repetition for retention
Mobile-optimized delivery
Interactive content formats

No more endless slideshows or forgotten modules. Our dynamic formats turn every session into a quick win. Your members look forward to learning.

Lesson 3 of 5

Understanding Compound Interest

65%
Progress
2 min left
Compound interest is when you earn "interest on interest." If you invest $100 at 5% annual interest...

Peanut Butter, Meet Jelly.

Financial education and product discovery. Two things that belong together but somehow never were.

Most literacy tools stop at knowledge. Someone learns about compound interest on Tuesday and forgets by Saturday. Most product catalogs sit on a page nobody visits. Put them together, and something clicks. Understanding arrives. The right product is already there. Action happens.

Education stops being a cost center. Starts being your best acquisition channel. Community development meets business development. Same motion. No conflict.

Obvious in hindsight. Most good ideas are.

Most vendors wouldn't merge those two worlds. We thought that was exactly the point.

What's Inside

From "What's a checking account?"

  • Budgeting
  • Credit
  • Debt
  • Student loans
  • Homebuying
  • Investing
  • Retirement
  • Insurance
  • Taxes
  • Small business finance
  • Digital security

To "How do I build generational wealth?" And more every month.

Plain language. Real scenarios. No jargon walls. Respect for the learner in every sentence. And gamification. Learning that doesn't feel like study.

The Hard Questions

Answered Honestly

We've heard it all. Here are the questions that come up most often.

Your products are in the learning, not bolted on. CRA instrumentation is built in from day one. Education, adoption, and compliance in one platform. Name another. (We'll wait.)

Cool. What's the completion rate? Long pause is also an answer. (Spoiler: if it's PDFs, it's under 13%)

Even 55+ users show 70% mobile engagement. They bank on phones. They'll learn on phones. Mobile learning shows 45% better completion rates than desktop-only delivery. Your members are already using mobile banking - this just extends that experience to education.

Meta-analysis of 160,000+ participants across 76 randomized controlled trials. Published research from FINRA Foundation, CFPB, and academic institutions. Not marketing fluff - peer-reviewed studies showing 23-26 point credit score improvements and 10-33% delinquency reduction.

If it has an API (even SOAP), we connect. We've seen COBOL from 1982. We make it work. Our platform integrates with any system that can handle basic API calls or file transfers. We've successfully deployed with credit unions using 20+ year old core systems.

74% say financial wellness from their FI is important. Only 28% of institutions offer it. Be the 28%. Members are asking for help with financial education - they just want it delivered in a way that fits their busy lives and actually works.

100% compliant with financial regulations. Your data stays yours - always. We're SOC 2 Type II certified, use bank-level encryption, and never share member data. All content is reviewed by compliance experts and meets regulatory standards.

Fair. Remi's entire architecture is designed around that fear. Nano-length removes the time barrier. Gamification creates return visits. Behavioral nudges sustain engagement. A program nobody finishes can't change anything. We built every choice around making sure they finish.

Three Ways to Start

See the platform, run a pilot, or just talk. No pitch. No pressure.

Pilot with 500 Members
Most popular

Pilot with 500 Members

Contact Us

90-day trial. Full tracking. CRA included.

  • 90-day pilot period
  • Full platform access for 500 members
  • CRA tracking included
  • Dedicated onboarding

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