The SavvyMoney Difference
Where Financial Wellness Meets Measurable Growth
SavvyMoney is more than a platform — we’re your partner in growth.
We help financial institutions turn credit insights into action, delivering personalized financial wellness, deeper engagement, and measurable ROI through a fully integrated experience.
With 70+ integrations, a 93% NPS, and white-glove support from our team of experts, we make it simple to launch, grow, and thrive — all while empowering your members and customers to do the same.
Learn about the SavvyMoney team.
Named to Inc.’s 2025 Best Workplaces List, our company is powered by a values-driven culture where innovation and collaboration thrive. Whether you’re a credit union, bank, or a fintech leader, we’re your partner for data-powered financial wellness, smarter marketing, and sustainable growth.
- Built on trust and long-term partnership
- Driven by purpose, powered by people
- Focused on impact, innovation, and results
Hear From Our Partners
From credit unions to community banks and fintech innovators, our partners share how real-time insights, personalized offers, and white-glove support help them deliver stronger engagement and measurable results.
Your Growth Partner
Partnership isn’t a tagline, it’s how we operate. We act as an extension of your team, helping you acquire customers, strengthen loyalty, and drive measurable growth.
Why Financial Institutions Choose SavvyMoney
Driven By Innovation
Innovation is in our DNA. The SavvyMoney team brings together some of the brightest minds in fintech to continually enhance our platform with new features, smarter analytics, and deeper integrations — all designed to help you stay ahead in a rapidly evolving market.
Simple & Seamless Integration
SavvyMoney integrates effortlessly with your existing technology stack — including 70+ digital banking, core, and LOS platforms. Our embedded, API-ready design means faster launches, lower development costs, and less lift for your team.
Insights That Power Confident Growth
Meaningful, Actionable Insights
SavvyMoney delivers real-time analytics, engagement tracking, and campaign intelligence that help you identify opportunity, target the right audience, and drive measurable results.
With built-in automation and dynamic marketing tools, you’ll move from insight to impact — faster than ever.
Proven Return on Investment
Growth shouldn’t be guesswork. SavvyMoney helps financial institutions optimize marketing spend, increase conversions, and maximize customer lifetime value through personalized financial wellness experiences.
Read Our Latest News
SavvyMoney Ranks No. 2274 on the 2025 Inc. 5000 List of America’s Fastest-Growing Private Companies
With Three-Year Revenue Growth of 188 Percent, This Marks SavvyMoney’s 3rd Time on the ListNEW YORK, August 12, 2025 – Inc. today announced that SavvyMoney is No. 2274 on the annual Inc. 5000 list, the most prestigious ranking of the fastest-growing private companies...
SavvyMoney Signs Amerant Bank as 1500th FI Partner
Florida’s bank of choice, Amerant, joins growing network of forward-thinking institutions using SavvyMoney, set to launch comprehensive financial wellness solutions in 2025 DUBLIN, Calif. (July 30, 2025) — SavvyMoney, the leading provider of embedded credit...
Broadway Bank Case Study: Driving Deposits with Strategic Promotional Placements
Download as PDF AT A GLANCE About Broadway Bank: 37,168 Digital Banking Users, $5.32B+ in Assets SavvyMoney Partnership: Launched October 2019 Impact: 86% of users saw the advertisements, driving awareness; 20% unique click-through rate, signaling strong interest; 13%...
SavvyMoney Acquires CreditSnap to Expand Fintech Solutions Portfolio
SavvyMoney Acquires CreditSnap to Expand Fintech Solutions Portfolio New capabilities create personalized and flexible user experience DUBLIN, Calif. (May 12, 2025) — SavvyMoney, a leading provider of financial wellness tools and personalized loan offerings, is...
Let's Talk Growth
If you’re a bank, credit union, or fintech ready to turn credit insights into funded accounts, schedule a demo to see how SavvyMoney integrates directly into your digital banking experience.
