Read Now • Fortune Op/Ed State of Financial Literacy

Private Label Financial Education for Your Community

Our private label financial education platform is the best way for financial institutions to provide digital financial literacy courses and resources to communities.

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Use community financial education to attract and retain new consumers

Offering community financial education resources enables the curation of a financially literate customer base from the ground up — educating students, engaging adult consumers, and strengthening commercial partnerships. Our personalized, private label financial education platform enables you to reach new customers, expand your wallet share, and strengthen your brand equity all while driving visibility for your products and services.

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Join Our Network of 850+ Financial Institutions

HSBC logo PenFed Credit Union logo MassMutal logo Community First Credit Uinon First Nank logo

"We could have tried to develop a financial education solution ourselves, but EVERFI lives and breathes this stuff, so letting them take care of the content, let us focus on our customers' core needs."

 

Bill Bunn

Executive Vice President of Retail Banking

First Bank

"Our partnership with EVERFI is about extending adult financial literacy education to the employees of our corporate partners that have amazing brands, but might not have the expertise. That’s where we come in."

 

Kristien Turner

Head of Digital Financial Literacy

HSBC Bank USA, N.A.

"The implementation is handled for us. It’s a really easy relationship to sustain and grow."

 

Rachel Woodhouse

Program Officer, Global Giving

Principal Foundation

Digital Financial Education That Meets Communities Where They Are, Whatever Age They Are

a student sitting smiling in class School Sponsorship

Teach personal finance basics to K-12 students or sponsor a university to offer real-world financial education for young adults.

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 woman riding the bus reading a section of her phone title how does identity theft happen? Consumer Financial Education

Enhance your customer experience and engage consumers with interactive, mobile-friendly content delivered through your website.

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 a man and woman in the office planning and pointing at a board Workplace Banking

Grow commercial relationships and reach new customers when you offer personalized financial education within your Workplace Banking program.

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Streamline your approach to CRA compliance

Our private label financial education platform lets you take an innovative approach to Community Reinvestment Act (CRA) requirements with our interactive and online education offerings, in-person workshops and school events, and custom reports to measure and share your impact.

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Offer workplace banking to your business partners

Offer more value to business partners with digital financial education programs designed to help reduce employee financial stress, promote financial wellness, and encourage exploration of your financial products and services.

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Use digital financial education as a marketing tool

Bank marketing strategies must evolve at the pace of change in order to stay relevant to the modern consumer. Creating a digital marketing strategy for financial services is crucial to attracting and retaining consumers, and offering financial education can go a long way in building a strong brand presence.

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Learn How EVERFI Can Help You Meet Your CSR and Social Impact Goals


Corporate social responsibility (CSR) programs provide financial institutions a way to utilize their strengths to empower their communities. Using EVERFI’s private label financial education platform as a CSR tool is an easy way for organizations to drive measurable impact. Offering digital financial education demonstrates an active effort to improve your community and forges a path for consumers to engage in meaningful ways with your organization.

For more information, or to see our financial education platform in action, fill out our online form, or contact us at (800) 945-2316.

Get a personalized look at our financial education solutions.

See why more than 850 financial institutions trust EVERFI's financial education solutions.

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