Smart solutions for banks & credit unions.
SavvyMoney’s robust credit score solutions and digital personalization build customer loyalty and strengthen your bottom line.
SavvyMoney at a glance.
Real-time credit scores.
Customers today demand instant access to their credit score. Empower them with our innovative credit score solutions that integrate with 40+ digital banking platforms.
Personalization & financial education.
Customers are looking to you for help managing their credit and finances. Our financial personalization and customized content help them navigate financial decisions — and make you look good.
Robust customer data & analytics.
Our analytics give you actionable insights into score improvement, loan engagement, and competitor analysis. The result? You can automatically deliver the right offer to the right customer — saving them money and helping you drive profitable loan growth.
Personalized loan offers to increase conversion.
With our advanced marketing tools, you’ll be able to optimize multiple creative ads to effectively reach and influence your customers. Additionally, you can increase conversion rates through our seamless pre-screened experiences.
Market-leading technology — backed by people who care.
Meet growing customer demand for credit scores and reports within your digital platform.
Access real-time credit data to surface insights and drive strategic loan growth.
Leverage interactive calculators to deliver detailed lending options to the right customer.
Loan Application UX
Drive customer engagement through money-saving offers and streamlined applications.
Transform pre-screened lending into a frictionless, personalized digital experience.
Empower your customers to make better financial decisions through customized educational content.
Meet our clients & partners.
From Day One, we've built our company on a foundation of relationships.
Take a quick tour.
Click on the video below to get a closer look at how our solutions work.
Hear from our clients.
“Thank you for one of — if not the easiest — launches of a new product that I have ever experienced in over 40 years! The responsiveness and follow-up during the whole process was beyond amazing. You made us feel like we were your only client.”
Kitty Hunter, Chief Marketing & Community Engagement Officer
SCE FEDERAL CREDIT UNION
“The entire process of partnering with SavvyMoney has been exceptional. I feel they are a true ally and always looking to improve the product. The Credit Union saw immediate member engagement and are pleased with the new loans obtained via this channel. We could not be happier!”
Denise O’Dell, Vice President, Automated Services
KNOXVILLE TVA EMPLOYEES CREDIT UNION
“We chose SavvyMoney to personalize lending, marketing, and education as a free member benefit within Online and Mobile Banking. They are the ideal partner that provides brand value, analytics, and tangible results. The team delivers, and then some!”
Nancy Porter, Vice President, Marketing
BAYPORT FEDERAL CREDIT UNION
“SavvyMoney gave us their expert advice and showed us how to tactically implement a campaign. We followed their advice, and it began paying off immediately. I can’t thank the SavvyMoney team enough. They are entrepreneurial, experienced, super skilled, and 100% committed to your success. That’s what I call a real partner!”
Matthew Tully, VP of Marketing
CREDIT UNION OF SO CAL
Resources to learn more.
SavvyMoney Recognized as 2023 Bay Area Best Place to Work by San Francisco Business Times and Silicon Valley Business Journal
Leading credit score solution ranked in the top 25 in the Best Places to Work in the SF Bay...
The Board Says: Grow Your Deposits. This five-step plan can help you get there.
The Board Says: Grow Your Deposits. Remember how things were in 2021? Budgets were open....
Credit Score Visibility Doubles Customer Loan Volume
As a professional in the consumer banking space, customer retention is something that should...
Read the SavvyMoney story.
Our company is rooted in innovation through collaboration. Over the years we’ve worked closely with our clients and strategic partners to ensure our solutions meet real needs for today’s financial institutions. But we also keep a close eye on our culture, creating a work environment that welcomes talent from all walks of life. Thanks to the commitment and passion of many, we’re on an exciting trajectory of growth as we continue to transform the industry.
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