Community First partnered with EVERFI because financial education was critical for the financial health of the larger membership base and the programs they had running previously were struggling with participation rates, particularly with in-person classes which attracted only a handful of attendees.

EVERFI created a customizable, digital platform to allow Community First to reach their members through 22 personalized educational modules. After piloting the program internally, Community First went full-steam ahead promoting the launch of their new system to the general public. From sending personalized emails, to attracting users with one-on-one counseling and meetings with the Branch Manager, the promotions resulted in 736 appointments from 1,382 completed modules—a staggering 53 percent conversion rate within only six weeks of program launch.

Appointments booked through the moveUP financial wellness program have also helped the credit union promote their other financial products and services. Roger Rassman, Community First’s Vice President of Marketing, says they’ve seen the biggest uptick in unsecured personal loans since launching the program in the six week lifespan of the program alone—a 41 percent increase from the previous year.