The FLEX Connexion Blog

Promote Member Financial Wellness with this Digital Banking Technology

Written by Preston Packer | Sep 5, 2024

Financial wellness offers a range of benefits, including improved mental health. In fact, a survey by CreditWise revealed that people are more stressed about finances than they are about politics, work, or family.

As a credit union, you hold a unique position in the financial services market—you're more than just a bank. You serve as a financial beacon of light for your communities. Your online banking platform has the opportunity to provide tools that enhance your members' financial wellness.

Explore the essential financial wellness tools your credit union can offer through digital banking.

 

 

Top Financial Wellness Tools for Digital Banking

1. Credit Score & Accompanying Resources

A strong credit score is essential for financial stability, giving your members access to...

  • Lower rates
  • Better terms
  • More housing options

Offering a credit score monitoring tool within your digital banking platform can empower members to take control of their financial health.

By providing real-time credit score updates, personalized tips for improvement, and educational resources, you help members understand the factors that influence their scores and how they can improve it.

These tools can also help members identify potential issues early, such as identity theft, which can have long-lasting effects on their financial well-being.

 2. Income & Expense Tracker

Understanding where money comes from and where it goes is a crucial step in achieving financial wellness. An income and expense tracker integrated into your digital banking services can help members budget effectively. This tool can categorize...

  • Spending
  • Track income
  • Provide insights into spending habits

With expense tracking, members can easily identify areas where they might need to cut back or adjust their spending. This tool not only helps members manage their day-to-day finances but also supports long-term financial planning.

3. Automated Investments & Savings Tools

Automated investments and savings tools can take the guesswork out of financial planning. These tools allow members to set aside funds for specific goals, such as...

  • Emergency savings
  • Retirement
  • Major purchases

By automating the process, members can save consistently without having to think about it.

Additionally, you can further support your members with notifications to remind them of their savings goals. This encourages a culture of saving and investing, which is key to financial wellness.

 

Elevate Your Digital Banking Experience

At FLEX, our commitment lies in empowering you to enhance your members' financial well-being. That's why we provide a SavvyMoney integration, a powerful tool designed to assist your members in financial management and grant them immediate access to their credit score.

Click the button below to download your free SavvyMoney Integration eGuide and discover how you can elevate your digital banking services to better serve your members.