Support Communities Through Financial Education

How Washington Federal Improved Financial Capability at a Local Level with
EVERFI Technology.

DOWNLOAD CASE STUDY

Washington Federal Engaged 8,300 Local Students in Financial Education
Using EVERFI’s Technology

Financial literacy has emerged as a need across all demographics: from senior citizens who need help avoiding fraud, and young professionals navigating the purchase of their first home, to students building their first budget. Washington Federal’s outreach program is well suited to handle individual community needs while upholding the Community Reinvestment Act (CRA ) which encourages banks to help meet the credit needs of their communities.

Staying compliant means being ready with reports and documentation. Wolf, who also serves as the bank’s CRA officer, praises the way EVERFI helps in this regard. “We have to meet certain requirements,” she says, “and we’re always well-documented for the regulators. It’s a win-win. We get to help the community and participate in the CRA, and EVERFI makes it easy.”

She also appreciates EVERFI’s ability to help secure schools for participation. “It’s so much easier,” she notes,“to have a partner handling the logistics.” Download the full case study to learn more.

Reaching Core Audiences

Engage your consumers, employees and employer groups, with targeted financial education that is relevant for their life stage and goals.

Consumers

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

Employees

Provide financial education to your
own employees as a benefit and increase confidence when representing your products and services.

Employer Groups

Strengthen relationships with business banking customers by providing a robust private-labeled employee financial wellness program.

Learn More and Click Below to Request a Demo.

Harvard Case Study

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