SavvyMoney

AI is revolutionizing financial services, offering new ways to enhance consumer experiences and deliver smarter financial advice. While the potential is immense, it’s still early—careful testing and thoughtful implementation are key. As AI evolves, it’s set to reshape both financial advice and institutional operations. Curious about what’s next? Hear JB Orecchia's perspective in this CUBroadcast soundbite 👉 [https://lnkd.in/gz2M7dSD] #AIinFinance #Fintech #FinancialServices #Innovation #WeAreSavvyMoney

This year has been a momentous one for the SavvyMoney team! We hit the road for 43 conferences, traveling to 19 cities in 13 states—connecting with incredible clients, partners, and industry leaders along the way. With 40 dedicated team members showing up in full force, we made meaningful connections, shared valuable insights, and created lasting memories. A huge THANK YOU to our partners and industry collaborators for being a part of this journey. We can’t wait to hit the road again in 2025 and see what’s next! #WeAreSavvyMoney #2024Recap #ItPaysToBeSavvy #SeeYouIn2025

🎄✨ One of our favorite SavvyMoney traditions is our Holiday Mingle and Jingle! This year, we had the pleasure of gathering our amazing employees and Board members for a festive holiday mixer at our Dublin headquarters. We’re incredibly grateful for the leadership and dedication of our Board, and it’s always special to come together as one team. 💙 Sending everyone lots of holiday cheer! Wishing you all a safe, joyful, and memorable holiday season. 🎁🌟 #WeAreSavvyMoney #Grateful #Teamwork #HappyHolidays

🎙️ New Podcast Episode Alert! 🎙️ Catch the latest episode from CU Broadcast featuring JB Orecchia, our President and CEO, and Katey Mobley, Chief Growth Officer at HawaiiUSA Federal Credit Union! 🎧 They dive into how our partnership is driving financial well-being for HawaiiUSA members. 💸✨ In this episode, they’ll discuss: 💡 The real-world benefits HawaiiUSA has experienced with SavvyMoney 🌴 How financial wellness is thriving at HawaiiUSA and within credit unions 📊 Key achievements, like empowering members to make confident lending decisions in today’s economy Don’t miss out on their valuable insights and the exciting future of financial well-being in the credit union space! 🎧 [Listen Now] 👉 https://lnkd.in/gQfJXsTY Drop your thoughts in the comments below! #FinancialWellBeing #CreditUnions #SavvyMoney #CUBroadcast #Podcast #FinancialHealth #CreditUnionGrowth

With SavvyMoney, your team gets access to all of these. Click here to request a demo and let's redefine financial wellness together in 2025! 👉 https://lnkd.in/gRJRZ9C8 #Fintech #LeadGeneration #FinancialWellness #WeAreSavvyMoney

🍂 We’re Grateful for You 🍂 As we gather with friends and family to celebrate this season of gratitude, we want to take a moment to thank the incredible financial institutions and strategic partners who make everything we do possible. Your trust, collaboration, and shared commitment to empowering financial wellness inspire us every day. Together, we’ve made a meaningful impact—helping millions of consumers gain control of their financial health while strengthening the communities we serve. We’re so thankful to have you as part of our journey and look forward to continuing this partnership in the months and years ahead! #Gratitude #FinancialWellness #Partnership #WeAreSavvyMoney

It was an honor to be part of big.bright.minds. 2024, Filene Research Institute's flagship member event, last week in sunny San Diego, CA! SavvyMoney's Chief Revenue Officer, Chris Fraenza, took the stage to share how credit unions can use our technology to: ✅ Build deeper, more meaningful relationships with their members ✅ Deliver personalized experiences that truly resonate ✅ Help improve financial outcomes for members in measurable ways One standout insight? Consumers who receive personalized financial advice are 5x more likely to stay engaged with their financial institution. It’s proof of how small changes can make a big impact! 💡📱 The event was a great reminder of the power of collaboration and community. Connecting with so many talented and passionate leaders in the credit union space was inspiring, and we’re excited to keep pushing the boundaries of what’s possible in financial services. A huge thank you to Filene for organizing an incredible gathering of innovative thinkers and doers! #bigbrightminds2024 #FinancialWellness #CreditUnionLeadership #InnovationInAction #WeAreSavvyMoney

Big News! We’re honored to announce that SavvyMoney has been named one of the Top 100 Financial Companies of 2024 by The Financial Technology Report! 🏆 With the trust of nearly 1,400 financial institution partners, this recognition highlights our leadership in the banking and fintech industries. We’re especially proud to be ranked #11 in the Banking Solutions category - a reflection of our commitment to driving measurable results and delivering exceptional value. This honor showcases our excellence in: ✅ Helping financial institutions increase consumer engagement and drive growth ✅ Providing cutting-edge credit score and analytics solutions that make an impact ✅ Equipping partners with actionable insights to improve financial health and success A huge THANK YOU to our incredible team and valued partners for making this achievement possible. Together, we’re redefining the future of financial wellness, driving consumer impact, and leading innovation in fintech. 🌟 💭 How do you see innovation driving growth for financial institutions? Let’s keep the conversation going! #WeAreSavvyMoney #Fintech #Innovation #BankingSolutions #Top100 #FinancialTechnology #TeamWork #AwardWinner

SavvyMoney joined the Credit Union Lending Roundtable in Arizona, hosted by Origence! We highlighted how our Loan App feature, alongside our broader solutions, has helped credit unions achieve up to a 2x increase in application submissions, driving the future of credit union lending. Thank you to Origence and everyone who made this event a success! #CreditUnionLending #LenderRoundtable #CUindustry #WeAreSavvyMoney