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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.

06/03/2026

𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻 𝗶𝘀 𝗻𝗼 𝗹𝗼𝗻𝗴𝗲𝗿 𝗮 𝗻𝗶𝗰𝗲-𝘁𝗼-𝗵𝗮𝘃𝗲 - 𝗶𝘁'𝘀 𝗮 𝗴𝗿𝗼𝘄𝘁𝗵 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆.

Our new 𝟮𝟬𝟮𝟲 𝗚𝗿𝗼𝘄𝘁𝗵 𝗣𝗹𝗮𝘆𝗯𝗼𝗼𝗸 explores how financial institutions can turn data-driven personalization into measurable results, including stronger engagement, increased loyalty, higher conversion rates, and sustainable loan and deposit growth.

Discover the six principles helping FIs compete more effectively in today's digital-first environment.

Download the eBook: https://hubs.ly/Q04jRQrP0

06/02/2026

🌈 𝗖𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗶𝗻𝗴 𝗣𝗿𝗶𝗱𝗲 𝗠𝗼𝗻𝘁𝗵 𝗧𝗵𝗿𝗼𝘂𝗴𝗵 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀𝗵𝗶𝗽 🌈

At SavvyMoney, we believe creating a more inclusive financial industry starts with listening, learning, and showing up for the communities we serve.

As a 𝗽𝗿𝗼𝘂𝗱 𝗼𝗿𝗴𝗮𝗻𝗶𝘇𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗽𝗮𝗿𝘁𝗻𝗲𝗿 of CU Pride, we're honored to support their mission of advancing LGBTQ+ visibility, advocacy, and belonging throughout the credit union movement. Through this partnership, we're continuing to foster meaningful conversations, share resources, and help create environments where everyone feels welcomed, respected, and empowered to thrive.

Learn more about CU Pride and their mission: https://hubs.ly/Q04jP4yd0

05/29/2026

We're proud to share that SavvyMoney has been named the winner of the 𝟮𝟬𝟮𝟲 𝗕𝗮𝗻𝗸𝗶𝗻𝗴 𝗧𝗲𝗰𝗵 𝗔𝘄𝗮𝗿𝗱 𝗳𝗼𝗿 𝗕𝗲𝘀𝘁 𝗘𝗺𝗯𝗲𝗱𝗱𝗲𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻! Our team members accepted the award last night at Fintech Futures' ceremony in New York City.

This recognition reflects our commitment to helping financial institutions deliver personalized financial experiences that empower consumers to improve their financial health while driving deeper engagement and stronger relationships.

𝗧𝗵𝗮𝗻𝗸 𝘆𝗼𝘂 𝘁𝗼 𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗶𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗶𝗼𝗻 𝗽𝗮𝗿𝘁𝗻𝗲𝗿𝘀 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗦𝗮𝘃𝘃𝘆𝗠𝗼𝗻𝗲𝘆 𝘁𝗲𝗮𝗺 𝗳𝗼𝗿 𝗵𝗲𝗹𝗽𝗶𝗻𝗴 𝗺𝗮𝗸𝗲 𝘁𝗵𝗶𝘀 𝗮𝗰𝗵𝗶𝗲𝘃𝗲𝗺𝗲𝗻𝘁 𝗽𝗼𝘀𝘀𝗶𝗯𝗹𝗲.

Read more: https://hubs.ly/Q04jn18m0

05/28/2026

Another busy week on the road for the SavvyMoney team!

We’ll be onsite next week at three industry events:
• 𝗤𝟮 𝗖𝗢𝗡𝗡𝗘𝗖𝗧 ’𝟮𝟲 — 𝗝𝘂𝗻𝗲 𝟭-𝟯 — 𝗔𝘂𝘀𝘁𝗶𝗻, 𝗧𝗫
• 𝗟𝗲𝗻𝗱𝗶𝗻𝗴 𝗧𝗲𝗰𝗵 𝗟𝗶𝘃𝗲 ’𝟮𝟲 — 𝗝𝘂𝗻𝗲 𝟮-𝟰 — 𝗣𝗮𝗹𝗺 𝗗𝗲𝘀𝗲𝗿𝘁, 𝗖𝗔
• 𝗖𝗢𝗖𝗖 𝗔𝗺𝗽𝗹𝗶𝗳𝘆 — 𝗝𝘂𝗻𝗲 𝟯-𝟱 — 𝗠𝗼𝗵𝗲𝗴𝗮𝗻 𝗦𝘂𝗻, 𝗖𝗧

If you’ll be attending any of these events, we’d love to connect and share how leading financial institutions are driving engagement, growing loans and deposits, and building stronger consumer relationships through personalized digital experiences.

Let’s connect onsite! Schedule a meeting with us below:
• Q2 CONNECT ‘26: https://hubs.ly/Q04j6DyV0
• Lending Tech Live ‘26: https://hubs.ly/Q04j6P1Q0
• COCC Amplify: https://hubs.ly/Q04j6LlG0

05/27/2026

🏡 Your consumers’ home is one of their most valuable financial assets — and now they can better understand its value directly within the credit score experience.

In this month’s , we’re highlighting 𝗛𝗼𝗺𝗲 𝗩𝗮𝗹𝘂𝗲 & 𝗘𝗾𝘂𝗶𝘁𝘆, a feature that helps consumers track estimated home value, available equity, and mortgage trends in one seamless experience.

For financial institutions, it creates timely opportunities to:
✔️ 𝗗𝗿𝗶𝘃𝗲 𝗵𝗼𝗺𝗲 𝗲𝗾𝘂𝗶𝘁𝘆 𝗲𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁
✔️ 𝗦𝘂𝗿𝗳𝗮𝗰𝗲 𝗿𝗲𝗹𝗲𝘃𝗮𝗻𝘁 𝗹𝗲𝗻𝗱𝗶𝗻𝗴 𝗼𝗳𝗳𝗲𝗿𝘀
✔️ 𝗦𝘁𝗿𝗲𝗻𝗴𝘁𝗵𝗲𝗻 𝗰𝗼𝗻𝘀𝘂𝗺𝗲𝗿 𝗿𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽𝘀
✔️ 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗹𝗼𝗮𝗻 𝗴𝗿𝗼𝘄𝘁𝗵

Watch the video to see how Home Value & Equity turns everyday insights into meaningful lending opportunities. Want to learn more? Contact us at https://hubs.ly/Q04hYxYr0

05/26/2026

𝗣𝗿𝗼𝘂𝗱 𝗺𝗼𝗺𝗲𝗻𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗦𝗮𝘃𝘃𝘆𝗠𝗼𝗻𝗲𝘆 𝘁𝗲𝗮𝗺!

Last week, we were honored to represent Dublin, CA at the 2026 Awards ceremony presented by Innovation Tri-Valley Leadership Group - recognizing organizations driving innovation and shaping the future of the Tri-Valley tech community.

Thank you again to Innovation Tri-Valley for the recognition, and congratulations to all of this year’s honorees!

Learn more: https://hubs.ly/Q04hT0LS0

05/25/2026

This Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice in service to our country. 🇺🇸

We are grateful for their courage, dedication and sacrifice, and we extend our deepest appreciation to the families who carry their legacy forward.

05/20/2026

Financial institutions don’t need more disconnected tools. They need results.
SavvyMoney helps banks, credit unions, and fintechs drive stronger engagement, funded loans and deposit growth directly inside digital banking with real-time credit insights, automated targeting and pre-qualified offers.

✔️ 2x ROI from targeted campaigns
✔️ 53% loan funding rates
✔️ Up to 100% engagement with instant access

Watch the video to see the SavvyMoney difference. 🎥

See it in action by visiting us at https://hubs.ly/Q04gV4sR0

05/19/2026

Gen Z switches financial institutions two to three times more than their parents, and 54% rely primarily on non-traditional providers. For community banks and credit unions, that's both a challenge and a real opportunity.

Read our latest blog to explore how you can grow your Gen Z segment with the right tools and digital experience.

👉 Read the full blog: https://hubs.ly/Q04h7YSr0

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Dublin, CA
94568

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Monday	9am - 5pm
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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