your partner in financial health
As Your Partner in Financial Health, We Set You Up to Succeed
Partnerships with others impact financial health on a large scale. We support over 550 credit union partners to deliver a full spectrum of financial wellness services to your members. Rely on a partner aligned with your mission who puts you and your members first.
Partner Center
As a partner you have access to GreenPath’s partner center, an all inclusive marketing resource at your finger tips. From social assets to instant email marketing, all available to you in one spot.
Online Financial Education
GreenPath provides your members with free & well-researched financial courses and money managing tools. The LearningLab+ is an intuitive online portal offering your members easy-to-use educational experiences.
Virtual Financial Coach
Fortified with TransUnion data, the Virtual Coach provides personalized advice and guidance. Your members will receive fast and insightful credit advice, credit score provides metric to measure progress, highlight credit changes since last visit.
Unlimited Access to GreenPath Counselors
People are at the center of every decision we make, your members will have unlimited access to GreenPath counselors. You know that your members are treated with dignity, respect, and compassion regardless of how large or small their needs.
Contact GreenPath About A Partnership
GREENPATH FINANCIAL WELLNESS CUSTOMER SATISFACTION RATING
“The GreenPath staff consistently has the heart to help people to be financially well. GP is always open to collaborating and takes the effort and time to maintain a strong partnership.”
Source: Bunny Tanaka, Community Relations and Education Professional, Hawaii State Federal Credit Union
TVID: D55-16E-A9C
The GreenPath Difference
Empath and Non-Judgemental Communication
GreenPath invests in empathy coaching, which enables us to better listen for people’s needs and connect more deeply with someone’s experiences.
Human Centered Design
People are at the center of everything we do. GreenPath infuse human-centered design thinking into our culture through training and practice to better meet the needs of members we serve.
Behavioral Economics
GreenPath uses behavioral science to help understand why people make the financial choices they do and help design our services to drive behavior change.
GreenPath Has Over 550 Credit Union Partnerships
Take a look at what one of GreenPath’s credit union partners have to say about a partnership with GreenPath Financial Wellness.
Together, we are creating a world where it is easier to make healthy financial choices, help people achieve their dreams, and improve overall financial well-being.
Judgement Free One-on-One Financial Coaching
Our certified, empathetic financial counselors offer judgment-free coaching to support financial understanding and progress toward people’s goals on topics such as debt, budgeting, credit, housing, and student loans.
Debt: If members have high interest credit card debt, a Debt Management Program may be able to help them lower their interest rates and pay off debt faster with the goal of becoming debt free.
Budgeting and Saving: During a financial counseling session, members create a spending plan that works towards their financial goals, including building savings.
Credit: Our counselors work with members to better understand their credit report, dispute inaccurate information, and manage their credit score.
Housing: Housing experts provide support to members who are going through the home buying process, or struggling with rent or mortgage payments.
Student Loans: Certified student loan experts provide unbiased student debt assessments, repayment options, and assistance to members when qualifying and applying for payment plans.
Support for Successful Behavior Change
GreenPath provides ongoing data reports and annual utilization reviews about how the program is used. As a partner, you can learn more about what your members are facing and evaluate effectiveness. Members are telling us the program works.
92%
of people feel better prepared to handle their finances after financial counseling
94%
of people provided clear next steps to improve their situation after financial counseling
89%
of people reported improved spending habits after successful Debt Management Program
78%
reported an ability to increase their savings after successful Debt Management Program
We Aren’t “Just” A Vendor We Are Your Partner
Our focus is on the success of your credit union and members. We are here to give your business a boost! You get to expand the services you offer to your members, supporting new business and protecting your bottom line losses from charge-offs or bankruptcies.
We work with you to design a program that meets the specific needs of your members and your goals at the credit union. You have a designated Partner Experience Manager on our team to help you ensure program success.
We collaborate with the Credit Union National Association (CUNA) and major credit card issuers to maximize our success for each member.
Contact GreenPath About A Partnership