Introducing EverFi's New Credit Union
Financial Education Platform

Member Financial Wellness

Empower Your Members & Community

EverFi@WorkTM is a turnkey tool for credit unions to empower their members and community with the skills they need  to manage their finances and plan for the future. The platform features a series of interactive, 3 -5 minute learning modules that can be private-labeled and delivered in a customized way to meet your specific needs.

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Critical Financial Education Using Technology


Your brand and customized messaging appears throughout the member learning experience.


Reach your members and their families with relevant content as they make important financial decisions.

Consistent Delivery

Web-based format allows the same high quality instruction to be provided to all members.

Measurable Impact

Platform collects data on program completion, knowledge gain, and member polling results.

Build Your Brand
Today’s consumers have high expectations for financial products and services, and brand loyalty is at an all-time low. Market leaders are tackling this issue by offering technologies that enrich members’ lives and bolster differentiation, trust, and market presence. EverFi@Work allows you to private-label the platform with various customizations to accomplish all of these goals in a fresh and impactful way.

Connect with the Entire Family
EverFi@Work can be offered to your members, and extended to their families to show that you value both your members and their families. Help your members start important conversations about money with their loved ones by providing an opportunity for them to share our age-appropriate courses for grade school, high school, college and young adults.

Learn More About EverFi’s Credit Union Financial Education Platform

Download our Data Sheet

View Demo Site

Harvard Case Study

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