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SavvyMoney

Robust Credit Score Solutions for Banks, Credit Unions, and Fintechs.

SavvyMoney is a comprehensive resource for people taking control of their finances.

08/28/2026

We're headed to the 𝗔𝗰𝗰𝗲𝘀𝘀 𝗦𝗼𝗳𝘁𝗲𝗸 𝗖𝗹𝗶𝗲𝗻𝘁 𝗖𝗼𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲 next week! 🏔️

Join us August 30–September 2 at Jackson Lake Lodge in Grand Teton National Park, where we'll be at Booth #7 talking about how SavvyMoney is helping over 1,600 financial institutions build stronger consumer relationships and driving real growth through personalized digital experiences.

Stop by to see it in action, or grab time with our team in advance: https://hubs.ly/Q04vJ81m0

See you there!

08/25/2026

Members First Credit Union wanted to swap broad, untargeted loan mailings for offers aimed at the members most likely to qualify. So they used SavvyMoney Analytics to build a targeted list instead — and blew past their funding goal, with a response rate and approval rate most lenders would love to see.

In our latest case study, 𝗿𝗲𝗮𝗱 𝗵𝗼𝘄 𝗮 𝘀𝗺𝗮𝗿𝘁𝗲𝗿 𝗮𝘂𝗱𝗶𝗲𝗻𝗰𝗲 𝗹𝗶𝘀𝘁 𝗹𝗲𝗱 𝘁𝗼 𝗠𝗲𝗺𝗯𝗲𝗿𝘀 𝗙𝗶𝗿𝘀𝘁 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗶𝗻𝗴 𝘁𝗵𝗲𝗶𝗿 𝗳𝘂𝗻𝗱𝗲𝗱 𝗹𝗼𝗮𝗻𝘀 𝘁𝗼 𝗻𝗲𝗮𝗿𝗹𝘆 𝟱𝟬% 𝗮𝗯𝗼𝘃𝗲 𝘁𝗮𝗿𝗴𝗲𝘁!

https://hubs.ly/Q04v5p4d0

08/20/2026

𝗪𝗵𝗮𝘁 𝗮 𝘄𝗲𝗲𝗸 𝗮𝘁 𝗙𝗶𝘀𝗲𝗿𝘃 𝗙𝗼𝗿𝘂𝗺! 🎉

A huge thank you to Fiserv for hosting an incredible event at the Venetian in Las Vegas. It was great to reconnect with so many of our current partners and meet new faces excited about turning everyday digital engagement into revenue.

To everyone who stopped by our booth to talk embedded credit scores & alerts, analytics, or frictionless account opening — thank you for your time and your questions. These conversations are exactly why we do what we do.

If we didn't get to connect in Las Vegas, or you want to keep the conversation going, we'd love to hear from you: https://hubs.ly/Q04tLQXW0

08/18/2026

𝗬𝗼𝘂𝗿 𝗚𝗲𝗻 𝗭 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝘀 𝗮𝗿𝗲 𝗻𝗼𝘁 𝗹𝗲𝗮𝘃𝗶𝗻𝗴. 𝗧𝗵𝗲𝘆 𝗮𝗿𝗲 𝗴𝗼𝗶𝗻𝗴 𝗾𝘂𝗶𝗲𝘁.

A consumer can count as "primary" simply because your debit card gets swiped the most. Meanwhile the auto loan, the credit card and the savings account all live in other apps.

That is the leaky bucket. Not an exodus, just a relationship that never made it past checking.

Only 14% of Gen Zers feel confident in their financial knowledge, and 34% say their FI does not give them enough financial advice. Answer that inside the app they already use, and the bucket stops leaking.

Read the Full Article: https://hubs.ly/Q04tn1d30

08/14/2026

💡 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝘄𝗮𝗿𝗲𝗻𝗲𝘀𝘀 𝘀𝘁𝗮𝗿𝘁𝘀 𝘄𝗶𝘁𝗵 𝗸𝗻𝗼𝘄𝗶𝗻𝗴 𝘄𝗵𝗲𝗿𝗲 𝘆𝗼𝘂 𝘀𝘁𝗮𝗻𝗱.

On 𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝘄𝗮𝗿𝗲𝗻𝗲𝘀𝘀 𝗗𝗮𝘆, we’re highlighting the importance of giving consumers the tools and insights they need to make more informed financial decisions.

From understanding credit to monitoring financial progress, greater awareness can lead to greater confidence—and stronger financial well-being.

For financial institutions, providing these resources is more than a service. It’s an opportunity to build trust, deepen relationships, and help consumers take meaningful steps toward their financial goals.

𝗥𝗲𝗮𝗱𝘆 𝘁𝗼 𝗴𝗶𝘃𝗲 𝘆𝗼𝘂𝗿 𝗰𝗼𝗻𝘀𝘂𝗺𝗲𝗿𝘀 𝘁𝗵𝗲 𝘁𝗼𝗼𝗹𝘀 𝘁𝗼 𝘁𝗮𝗸𝗲 𝗰𝗼𝗻𝘁𝗿𝗼𝗹 𝗼𝗳 𝘁𝗵𝗲𝗶𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗳𝘂𝘁𝘂𝗿𝗲𝘀? Let’s get started. https://hubs.ly/Q04sJcV50

08/13/2026

If you are attending Fiserv Forum next week, our President and CEO, JB Orecchia, is running a session worth building into your schedule.

𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗼𝗳 𝗗𝗶𝗴𝗶𝘁𝗮𝗹 𝗘𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗕𝗲𝗴𝗶𝗻𝘀 𝘄𝗶𝘁𝗵 𝗖𝗿𝗲𝗱𝗶𝘁 𝗦𝗲𝗻𝘀𝗲 - Wednesday, August 19, 9:45AM, Venetian Resort Sponsor Theater
A look at how embedded credit intelligence, personalized insights, and targeted campaigns are helping institutions move beyond static digital experiences—turning everyday interactions into measurable lending and deposit growth.

Schedule time with us at Booth 87 next week by clicking this link! We hope to see you in Vegas! https://hubs.ly/Q04sJ6-n0

08/11/2026

SavvyMoney is proud to be named 𝗼𝗻𝗲 𝗼𝗳 𝗔𝗺𝗲𝗿𝗶𝗰𝗮’𝘀 𝗳𝗮𝘀𝘁𝗲𝘀𝘁-𝗴𝗿𝗼𝘄𝗶𝗻𝗴 𝗽𝗿𝗶𝘃𝗮𝘁𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗳𝗼𝘂𝗿𝘁𝗵 𝗰𝗼𝗻𝘀𝗲𝗰𝘂𝘁𝗶𝘃𝗲 𝘆𝗲𝗮𝗿. Additionally, we ranked No. 80 in the San Francisco Bay Area, No. 175 in Financial Services, and No. 310 in California among Inc. 5000 Honorees.

We’re proud of the recognition, but even more proud of the reason behind it: the 1,600+ financial institutions who trust us to help their consumers build financial confidence.

Thank you to all of our partners and team members for helping us achieve this milestone. Here’s to continued growth!

📢 Read more: https://hubs.ly/Q04sF6Nx0

08/10/2026

There's nothing better than spending time with our partners in person.

Last week, our team had the opportunity to visit 𝗜𝗱𝗮𝗵𝗼 𝗖𝗲𝗻𝘁𝗿𝗮𝗹 𝗖𝗿𝗲𝗱𝗶𝘁 𝗨𝗻𝗶𝗼𝗻 to talk about what's next in digital engagement, financial wellness, and creating even more value for their members.

Thank you to the ICCU team for your hospitality and partnership! We always appreciate the opportunity to collaborate, share ideas, and work together to help consumers achieve stronger financial futures.

Interested in seeing how SavvyMoney can help your financial institution drive engagement and growth? Let's connect: https://hubs.ly/Q04srsnT0

08/06/2026

Are you heading to 𝗙𝗶𝘀𝗲𝗿𝘃 𝗙𝗼𝗿𝘂𝗺, 𝗔𝘂𝗴𝘂𝘀𝘁 𝟭𝟳-𝟭𝟵 𝗮𝘁 𝘁𝗵𝗲 𝗩𝗲𝗻𝗲𝘁𝗶𝗮𝗻 𝗶𝗻 𝗟𝗮𝘀 𝗩𝗲𝗴𝗮𝘀? SavvyMoney is a proud sponsor and we’ll be at Booth #87.

Stop by and learn how we help FIs turn everyday digital engagement into revenue: embedded credit scores & alerts, analytics on who’s ready to act, and frictionless account opening with no redirects.

Book time with us and let’s talk about what’s new! https://hubs.ly/Q04s7G3Q0

08/04/2026

A credit monitoring alert can make all the difference. 🔐

Tanner Bohman of ICCU shares how a SavvyMoney alert helped his mom quickly spot a fraudulent credit card application and take action—before another identity theft alert even arrived.

It’s a powerful example of how financial institutions can help consumers stay informed, protect their financial identity, and take action faster.

Watch Tanner’s story to see the real-world impact of credit monitoring. 💙

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Dublin, CA
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Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm
Saturday	9am - 5pm
Sunday	10am - 6pm

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http://www.savvymoney.com/

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