Jason Stidham, Author at SavvyMoney

SavvyMoney Raises $225M to Accelerate Innovation for Financial Institutions

by Jason Stidham | Oct 27, 2025 | Featured, News & Stories

Minority investment round brings together tech expertise, AI resources and a comprehensive bank network to validate and accelerate SavvyMoney’s growth DUBLIN, Calif. (October 27, 2025) — SavvyMoney, an industry leader of financial wellness and growth...

Credit Union Case Study: Pre-Approval Marketing Exceeds Expectations

by Jason Stidham | Oct 23, 2025 | Case Studies

View as PDF >> AT A GLANCE About the Partner: 700K+ digital banking users, $20B+ in assets SavvyMoney Partnership: Launched February 2020 Impact: 44% above goal for new credit cards opened, 73% application completion rate, 4.6x take rate compared to industry...

Wright-Patt Credit Union Case Study: Strategic Alignment Brings Engagement and Growth

by Jason Stidham | Oct 6, 2025 | Case Studies

View as PDF >> Wright-Patt Credit Union has consistently prioritized its members’ financial well-being. While already utilizing SavvyMoney’s core features, the credit union sought to elevate its partnership to fully align with its strategic commitment to...

The SavvyMoney Difference: Why 1,500+ Financial Institutions Trust Us to Drive Growth

by Jason Stidham | Sep 30, 2025 | Expert Insights

View as PDF >> In today’s competitive digital banking landscape, technology alone isn’t enough. Financial institutions need a partner—not just a platform. At SavvyMoney, we’re on a mission to help banks and credit unions deepen engagement, grow loans and...

Copper State Credit Union Case Study: Deepening Relationships and Driving Loan Growth

by Jason Stidham | Sep 25, 2025 | Case Studies

View as PDF >> In today’s highly competitive landscape, financial institutions face the constant challenge of not only attracting new consumers but also, crucially, deepening relationships with their existing base. Copper State Credit Union, a...