You strive to offer more than just financial services—you aim to be a trusted partner in your members' financial journeys. But generic coaching programs can only go so far. With Money Habitudes, you can unlock the power of personalized financial insights, helping your members achieve their goals with guidance tailored to their unique financial behaviors.
By using our unique tool, you gain insights into the unique financial behaviors, habits, and attitudes of each member. This deeper understanding allows you to connect with them on a more personal level, offering advice and services that truly resonate with their individual circumstances. When members feel understood and valued, their relationship with your credit union becomes stronger and more meaningful.
Your credit union’s financial coaching programs aim to guide members to success, but generic advice can fall short. Money Habitudes elevates your programs by providing personalized insights, empowering your coaches to deliver tailored advice that enhances member satisfaction and outcomes.
Loyalty is earned when members feel truly understood and supported. Money Habitudes helps build this loyalty by addressing individual financial habits, allowing you to offer personalized advice that meets their specific needs. This positions your credit union as a trusted partner, fostering deeper, long-lasting relationships.
At the heart of every credit union’s mission is the desire to improve the financial wellness of its members. Money Habitudes equips your members with the self-awareness and tools they need to better understand and manage their financial behaviors. By using our assessments, members gain valuable insights into their own financial habits, helping them make more informed decisions.
The incorporation of Money Habitudes into our curriculum not only made the content more engaging [for members] but also facilitated a deeper understanding of our employees’ personal spending habits.We are grateful for your support in our endeavors to provide meaningful and impactful financial educational experiences with employees, members, and our community.
Kara Robinson Financial Educator, Tinker Federal Credit Union
This brief seeks to provide an inventory of the growing field of financial coaching training programs available, to differentiate the various ways that training is being delivered, and to offer comparisons of those training curricula.
You’re arguing about security, control, love, rejection, and all the other things money represents,” says Syble Solomon, the creator of Money Habitudes.
Our physical card decks and the online version can be branded to your business, providing a more personalized experience for your clients. Learn More
