Epiphanies on
Tap.
700+ bite-sized lessons that change how your members see money. Your brand. Your products. 3–5 minutes each.
The Confidence Gap
76%
rated their own knowledge as high
4%
got all seven right
FINRA tested 6,000 adults on seven basic financial questions in 2024. 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
How Remi Works
700+ bite-sized lessons that change how your members see money, your brand, and your products — with gamification that keeps them coming back.
Bite-sized
3–5 min
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.
Product-led
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.
Gamified
Streaks
Streaks. Badges. Nudges. The mechanics that keep people coming back to language apps, applied to something that actually changes their financial future.
White-label
Your brand
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.
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?" 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.
Implementation in 4 weeks
No core replacement. No IT project that swallows the quarter.
Week 1
Integration. Brand customization.
We connect to your systems and apply your logo, colors, and product names. No core replacement—just configuration.
Week 2
Product mapping. Testing.
Week 3
Soft launch. Pilot group.
Week 4
Full deployment.
Three Ways to Start
See the platform, run a pilot, or just talk. No pitch. No pressure.
See the Platform
20-minute demo with your branding applied.
Free
Book DemoWhat you'll get
- Live walkthrough with your branding
- See Remi in action
- No commitment required
Pilot with 500 Members
90-day trial. Full tracking. CRA included.
Contact Us
Start PilotWhat you'll get
- 90-day pilot period
- Full platform access for 500 members
- CRA tracking included
- Dedicated onboarding
Just Talk
Tell us about your current financial education efforts. No pitch. No pressure.
Free
ConnectWhat you'll get
- No-pressure conversation
- Discuss your education strategy
- Custom recommendations
- Learn how Remi can help
The Hard Questions
What’s the completion rate? (Long pause is also an answer.)
Can't find what you're looking for? Contact our customer support team