In an increasingly complicated and ambiguous world of industry regulation, it’s crucial that financial institutions have a single solution to deliver, manage, and track meaningful in-person financial education and community service events across their market. EVERFI’s In-Person Education program, Engage, helps tie sessions to the end user to better measure their impact, making it easier to create reports for CRA examinations.

Connecting Communities: The State of the Broadband Economy and Changing CRA Requirements

Scalable Financial Education

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Elements of Success
  • Deliver

    Provide knowledge and skills they need to develop true financial capability and gain a better understanding of how to use your products and services.

  • Manage

    Tools and resources to manage financial education initiatives allow for a consistent experience.

  • Track

    Robust reporting dashboard allows you to monitor progress on key areas of impact like personal finance and homeownership.

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Find out how EVERFI Engage makes it easier than ever to demonstrate knowledge gain, behavior change and other outcomes that are important to regulators.

Learn more about Engage

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