Jason Stidham, Author at SavvyMoney

Financial Wellness Case Study: BCU

by Jason Stidham | Oct 2, 2024 | Case Studies, Featured

View as PDF >> AT A GLANCE About BCU: 293,000 Digital Banking Users, $6B+ in Assets SavvyMoney Partnership: Launched in February 2015; 65% user adoption Impact: Users with a Financial Coach and managed their score with SavvyMoney increased their credit score by...

The Power of Financial Wellness: A Key to Customer Loyalty and Growth in Banking

by Jason Stidham | Sep 10, 2024 | Expert Insights, Featured

In today’s rapidly evolving financial landscape, financial institutions face unprecedented challenges. With increasing competition, rising consumer expectations, and economic pressures, the traditional role of banks and credit unions is being redefined. Consumers now...

Home Loan Equity Case Study: CoVantage Credit Union

by Jason Stidham | Sep 3, 2024 | Case Studies, Featured

How SavvyMoney was able to help CoVantage Credit Union see $21M+ in new funded home equity loans. AT A GLANCE About CoVantage Credit Union: 89,237 Digital Banking Users, $3.7B in Assets SavvyMoney Partnership: Launched in 2020 on the Fiserv Platform Impact: $21M+ in...

SavvyMoney Achieves Significant Cloud Security Milestones

by Jason Stidham | Aug 15, 2024 | Awards and Recognition, Featured

SavvyMoney receives CSA STAR Level II Certification and Trusted Cloud Provider Recognition Dublin, CA – August 15, 2024 — SavvyMoney, a leading provider of personalized financial management tools, announced a significant milestone in its cloud security journey today....

SavvyMoney Ranks No. 1976 on the 2024 Inc. 5000

by Jason Stidham | Aug 13, 2024 | Awards and Recognition, Featured, News & Stories

For the 2nd Time, SavvyMoney Makes the Inc. 5000, at No. 1976 in 2024, With a Three-Year Revenue Growth of 264 Percent NEW YORK, Aug. 13, 2024 /PRNewswire/ — Inc. revealed today that SavvyMoney ranks No. 1976 on the 2024 Inc. 5000, its annual list of the...