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FINANCIAL LITERACY

Financial Education That Members Actually Complete

700+ Lessons. 80–83% Completion Rate.

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Financial Literacy

700+ lessons • 3-5 min each

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

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

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

Everyone agrees
financial education
is important.
Nobody finishes it.
We fixed that.

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

Powerful Features to Drive Member Engagement and Business Impact

Designed to engage your members through bite-sized lessons, personalized triggers, and seamless product integration. Our platform transforms financial education into measurable results.

Bite-Sized Learning

Short, 3 to 5 minute lessons with a 92% play-through rate keep members engaged and improve completion rates to over 80%.

Mobile-First Design

Optimized for smartphones, delivering 4x higher engagement and 80% completion versus desktop-only experiences.

Life-Moment Personalization

Lessons triggered by real-life events like new job, student loans, new baby delivering the right content at the right time.

Product Integration

Every lesson connects directly to your financial products, turning education into action and driving measurable ROI.

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.

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.

Frequently Wondered

“But What About...”

Real questions from institutions like yours. Straight answers about what works.

Cool. What's the completion rate? (Spoiler: if it's PDFs, it's under 13%) Our microlearning approach delivers 80-83% completion rates through 3-5 minute mobile-optimized lessons that connect to your actual products. Traditional programs fail because they're too long, desktop-only, and don't drive action.

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.

Ready to Turn Dropout Into Completion?

See the platform live, with your branding. 20 minutes, zero pressure.

We'll email you calendar options within 2 hours

Not ready for demo? Get a free program assessment

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