SavvyMoney

🎉 The countdown is on! We’re gearing up for MeridianLink LIVE, happening May 5–8 at the Universal Orlando Resort—and SavvyMoney is ready to connect with you! 🌴💳 Come visit us at Booth #18 and get a personalized look at how our award-winning solutions help financial institutions retain consumers, boost loyalty, and grow smarter. 🎤 Don’t Miss This! 📅 Tuesday, May 6 @ 11:25 AM Join SavvyMoney President & CEO JB Orecchia as he shares powerful strategies for integrating credit insights, reports, and pre-approved loan offers into a seamless digital journey—fueling consumer engagement and loan growth. 👉 Whether you’re a new face or a long-time partner, let’s connect in Orlando next week! https://hubs.ly/Q03kzbGH0 #WeAreSavvyMoney #MeridianLinkLIVE #LoanGrowth #FinancialWellness

🎥 Discover the People and Power Behind SavvyMoney What really sets SavvyMoney apart? It’s not just tools and features—it’s the passion, partnership, and people powering your success. In this month’s Savvy Spotlight, we’re taking you behind the scenes to reveal the SavvyMoney Difference: ✨ Dedicated Support Teams From partner management and marketing to behind-the-scenes tech—we’re your built-in engine for growth. 📊 Smart, Actionable Analytics Leverage real-time behavior to drive smarter campaigns, deeper engagement, and meaningful outcomes. 🛠 Powerful Resources at Your Fingertips Access customizable campaigns, strategic playbooks, and tools like the SavvyMoney Hub’s Rate Update Tool—everything you need, all in one place. 📈 Real Results from Real Partners Think $42M in certificate deposits, 67% credit card growth, and digital engagement that delivers real impact. 🚀 💡 No matter where you are in your journey, we’re here to help your institution grow, engage, and thrive. 🔗 Watch the full video here! #SavvySpotlight #WeAreSavvyMoney

#MarketingMondays | Spring into smarter marketing 🌸 Looking to boost engagement this season? Now’s the perfect time to refresh your campaigns—with help from a platform built to turn credit data into results. SavvyMoney equips financial institutions with real-time credit insights that fuel personalized, high-converting offers like: 🌼 Home equity lines 🚗 Auto loans 💳 Credit card refinancing Drive more loan growth with less guesswork this spring. Our solution helps you deliver the right offer to the right consumer—at exactly the right time. 📈 Ready to see how it works? Let’s chat. 🔗 Book a demo: https://hubs.ly/Q03k4YTF0

📣 Next week, SavvyMoney is joining industry leaders at Backbase Engage Americas — April 28–30 in Scottsdale, AZ 🌵 We're looking forward to connecting with forward-thinking financial institutions to explore how digital-first, consumer-centric solutions are transforming your consumers’ banking experience! 🔍 Want to learn how SavvyMoney’s integrated credit score platform can: ✅ Deepen consumer engagement ✅ Drive data-powered loan growth ✅ Enhance your digital experience? Let’s connect! Whether you're attending sessions or networking under the desert sky, we'd love to chat. 📍 Book a meeting in advance and discover how SavvyMoney can elevate your digital experience: https://hubs.ly/Q03jcmC-0 #BackbaseEngage #WeAreSavvyMoney #FintechEvents #DigitalBanking

Happy Earth Day! The planet matters—and so does sustainability in all its forms. Let’s talk about the link between environmental and financial sustainability. 🌱 Going digital isn’t just about convenience. It’s about reducing waste, streamlining operations, and making financial wellness more sustainable. With SavvyMoney, financial institutions can: 📲 Replace paper-based loan campaigns with personalized digital offers 🌎 Empower consumers through fully digital financial education and credit tools Less paper. Fewer emissions. More impact. A digital-first strategy isn’t just good for your consumers—it’s good for the planet. 🔗 Explore how digital-first tools can help your institution grow sustainably: https://hubs.ly/Q03jcnmJ0 #EarthDay2025 #WeAreSavvyMoney #FintechForGood

✈️ Another Travel Week for Team SavvyMoney! We had the incredible opportunity to attend two standout conferences—The Financial Brand Forum in Las Vegas and VeleraLIVE in Denver. We loved reconnecting with longtime partners, making new industry friends, and showcasing how SavvyMoney helps financial institutions drive growth—through personalized offers, real-time insights, and smarter financial wellness experiences. We're leaving inspired, connected, and more energized than ever to help our partners move their business forward. Until next time! 💙 Pro-Tip: Want to see what we shared at our booths? Visit us here for your own personalized demo: https://hubs.ly/Q03hLll-0 #SavvyMoneyOnTheRoad #FinancialBrandForum #VeleraLIVE #WeAreSavvyMoney

👏 Supporting the Next Generation of Financially Savvy Leaders Last week, two of our amazing SavvyMoney team members, Amanda K. and Cassidy Jensen, volunteered on the judges' panel for the California Council on Economic Education’s Personal Finance Challenge. 🏆 They watched high school teams present full financial planning outlines—from budgeting and saving to credit and investing—and were blown away by the level of insight, creativity, and financial literacy these students brought to the table. 💬 "It’s inspiring to see how confident and financially prepared these students are—this is the future of financial wellness in action." We believe financial education starts early—and we’re proud to support programs that empower the next generation with the tools and knowledge they need to succeed. #WeAreSavvyMoney #NationalFinancialLiteracyMonth #YouthEmpowerment #FinancialWellness #NextGenFinance #CommunityImpact

🧾 Tax Day Tip: Turn Stress into Smart Action Your consumers are already thinking about their finances today—why not guide that attention into smarter financial decisions? Tax Day isn’t just a deadline. It’s a prime opportunity for financial institutions to show up as a trusted partner. With SavvyMoney, you can empower consumers with: ✅ Real-time credit score visibility ✅ Personalized loan offers based on their credit profile ✅ Budgeting and financial wellness tools built for life’s real moments ✅ Actionable credit tips—right inside your digital banking experience 💬 When people feel financially empowered, they engage more—and stay longer. Be the financial institution that goes beyond the basics. Show your consumers you're invested in their financial health—not just their tax refund. #TaxDay #FinancialWellness #WeAreSavvyMoney

📣 #MarketingMonday: Financial Wellness = Consumer Loyalty 📊 77% of Americans report financial stress. 💡 70% want tools to help manage it. 🔍 Yet only a small fraction of financial institutions offer a complete financial wellness experience. Here’s the opportunity: ✅ Consumers with access to wellness tools are 2x more likely to stay with their financial institution. SavvyMoney currently empowers over 1,450 financial institutions to meet this rising demand with real-time insights, engaging experiences, and actionable credit education. 👉 It’s not just about offering a product. It’s about building trust, boosting loyalty, and showing up for your members when it matters most. 📈 Want to see what this looks like in action? Let’s talk! https://hubs.ly/Q03hdXf_0 #WeAreSavvyMoney #NationalFinancialLiteracyMonth #FinancialWellness

The Market Wavers, But SavvyMoney Doesn’t The credit industry can seem overwhelming, even to the financially literate. Credit scores aren’t always easy to understand, yet they’re an integral part of maintaining healthy finances. SavvyMoney wants to fix this. They’re not alone. In late March, the company announced a partnership with TruStage, an insurance, investment, and technology provider, to enhance and streamline loan application processes for financial institutions and their consumers. The pairing enables access to loan protection products, educating borrowers about insurance options tailored to their specific loan types. The deal just got under the wire before financial literacy month—SavvyMoney’s true time to shine. Emphasizing the business principles it lives by every day, the company offers turnkey toolkits, targeted campaigns, and in-app engagement strategies designed to educate and inspire. With the American economic situation in flux, consumers are going to need to monitor their financial activities more closely than ever before. If you need to get savvier with money, you know where to go.