Empower Communities, Connect with Customers

Discover the ROI of meaningful engagement. With Everfi as your trusted partner and guide, you can deliver financial education that meets demonstrated needs and helps forge deep connections between your business and the communities you serve. We enable you to:

  • Help K-12 students gain essential financial knowledge and skills
  • Give adult learners the skills they need to get the most out of 
your products
  • Support employers and employees with workplace financial education
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Join Our Network of
Financial Institutions

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PenFed Credit Union logo
MassMutual logo
Community First Credit Union logo
First Bank North Carolina logo
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The implementation is handled for us. It’s a really easy relationship to sustain and grow.

Rachel Woodhouse

Program Officer, Global Giving, Principal Foundation

Relevant, Powerful Financial Education

School Sponsorship

Equip K-12 students with real-world financial skills and knowledge to set them up for success in life.

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Consumer Financial Education

Connect the dots between your products and what your customers need now by delivering the right financial education at the right time, with engaging, accessible lessons delivered through your website or mobile app.

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Reach CRA Goals and Meet Compliance Standards

Everfi’s deep experience working with the banking industry and flexible suite of financial education solutions help you reach your community commitments and stay in compliance with changing industry standards. Whether you’re working to meet benchmarks for the Community Reinvestment Act (CRA) or any additional requirements that may emerge in the future, Everfi offers the resources and support that enable you to confidently navigate the complex and ever-changing banking landscape.

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Enhance Your Marketing with Digital Financial Education

The best marketing strategies effectively address real consumer needs. Everfi can help you deliver value and build brand awareness and equity, enhancing your ability to attract and retain customers.

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Community Financial Education Resources

Explore new research, resources and templates for enhancing your community financial education strategy.

Personal Financial Education

In a time of waning customer loyalty, successful financial institutions are leveraging personalized financial education to deepen customer relationships.
Get the Report

Keeping Up With Fintech

Learn how tools like mobile apps, interactive content, and gamified learning experiences can engage customers in their financial journeys.
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Hear From Our Customers

What are the benefits of an Everfi educational partnership? Our customers share the impact on communities and the progress toward their own goals.
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Get a Personalized Look at Our Financial Education Solutions

See why hundreds of financial institutions trust
Everfi’s financial education solutions. Contact us at 
(800) 945-2316 or complete the form.