How digital tools like EVERFI Achieve™ are breaking barriers and building trust across communities
In today’s fast-moving world, navigating personal finances requires more than access to tools—it requires access to understandable, relevant, and culturally responsive education. For over 41 million Spanish speakers in the United States, this often means encountering financial content that feels out of reach or disconnected from their lived experiences.
Language as a Gateway to Financial Confidence
For Hispanic adults, particularly first-generation immigrants and non-native English speakers, navigating the U.S. financial system can be daunting. Banking terms, loan applications, and budgeting advice are often delivered exclusively in English, creating an unnecessary—and deeply consequential—barrier to understanding.
Research consistently shows that people learn best when content is available in their preferred or native language. When financial education is offered in Spanish, learners are more likely to:
- Engage with the material
- Retain key financial concepts
- Take informed action—from budgeting and saving to avoiding predatory loans
But this isn’t just about language. It’s about respect, accessibility, and equity.
EVERFI Achieve™: Breaking Barriers with Bilingual Learning
EVERFI Achieve™, our digital financial education platform for adult learners, is built with these principles in mind. It offers mobile-first, bite-sized lessons across a wide range of life-relevant financial topics—available in both English and Spanish.
Whether someone is learning about emergency savings, understanding and building credit, or preparing for a home purchase, Achieve™ ensures that:
- Every learner is met and engaged where they are
- Content is approachable and culturally aware
- Financial capability is built in a way that feels personal and empowering
Why This Matters for Financial Institutions
Offering Spanish-language financial education isn’t just a good practice—it’s a strategic investment in consumer trust and long-term relationships.
For banks and credit unions, EVERFI Achieve:
- Enhances digital consumer engagement
- Extends your brand’s impact into underserved or under-engaged communities
- Creates measurable outcomes through robust data and reporting tools
It’s a powerful way to go beyond transactions and create real transformation.
The Path Forward: Inclusive, Impactful Education
As financial institutions look for meaningful ways to support their communities, Spanish-language education isn’t a nice-to-have—it’s a need-to-deliver.
When businesses unite with the communities they serve, they don’t just help individuals make smarter financial choices. They help families build generational wealth, create stability, and thrive.
Ready to Meet Your Community Where They Are?
Let’s talk about how EVERFI Achieve™ can help your institution deliver inclusive, scalable, and measurable financial education—in both English and Spanish.