SavvyMoney

𝗪𝗵𝗮𝘁 𝗵𝗮𝗽𝗽𝗲𝗻𝘀 𝘄𝗵𝗲𝗻 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘄𝗲𝗹𝗹𝗻𝗲𝘀𝘀 𝗯𝗲𝗰𝗼𝗺𝗲𝘀 𝗮 𝘁𝗿𝘂𝗲 𝗴𝗿𝗼𝘄𝘁𝗵 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆? BayPort Credit Union is turning engagement into measurable impact - helping consumers take action on their financial health while strengthening relationships. By combining SavvyMoney with 𝘁𝗮𝗿𝗴𝗲𝘁𝗲𝗱 𝗰𝗮𝗺𝗽𝗮𝗶𝗴𝗻𝘀 𝗮𝗻𝗱 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻, they’re not just driving usage, they’re driving real outcomes. 📖 Read the case study: https://hubs.ly/Q049LqsS0 #FinancialWellness #DigitalBanking #WeAreSavvyMoney

Gen Z isn’t just using digital banking. They’re redefining it. In his latest Forbes piece, our President & CEO, JB Orecchia, highlights a key shift: it’s not about access to financial data—it’s about turning insight into action. Gen Z expects seamless experiences, personalized guidance, and tools that build real confidence. For financial institutions, that means focusing less on information, and more on outcomes. 📖 Read more: https://hubs.ly/Q049nKV-0 #DigitalBanking #Fintech #GenZ #FinancialWellness

SavvyMoney is helping power real omnichannel growth—and Belco Community Credit Union is a great example. In this FIsionaries podcast, Belco shares how they’re creating a seamless experience across branch and digital—while helping consumers take control of their financial health from day one. With SavvyMoney, they’re seeing: ✔️ Strong engagement with financial education ✔️ Many consumers improving their credit score by one tier or more ✔️ More targeted outreach driving lending opportunities A more seamless experience. Smarter engagement. Real growth. 🎧 Listen here: https://hubs.ly/Q049mVd00 #DigitalBanking #Fintech #FinancialWellness #CreditUnions

Financial decisions shouldn’t feel like a guessing game. In a recent episode of the Digital Banking Podcast with Tyfone, Inc., SavvyMoney President & CEO JB Orecchia shares how better credit education and personalization can help consumers make smarter decisions - and avoid costly surprises down the line. From understanding how small actions impact credit scores to building long-term trust, it’s all about giving consumers the clarity they deserve. 🎧 Listen to the full conversation: https://hubs.ly/Q048XHzW0 #DigitalBanking #FinancialWellness #CreditEducation #Fintech #WeAreSavvyMoney

What if financial wellness wasn’t just a feature—𝗯𝘂𝘁 𝗮 𝗺𝗲𝗮𝘀𝘂𝗿𝗮𝗯𝗹𝗲 𝗴𝗿𝗼𝘄𝘁𝗵 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆? In this guest blog for Alkami Technology, SavvyMoney’s Senior Product Marketing Manager, Shana Salyer, breaks down how financial institutions can connect personalization, automation, and data to drive real outcomes across loans and deposits. It’s a practical look at turning consumer engagement into measurable impact. 👉 Read the full article: https://hubs.ly/Q048wvl-0 #WeAreSavvyMoney #DigitalBanking #FinancialWellness #Fintech #Growth

𝗡𝗘𝗪 𝗖𝗔𝗦𝗘 𝗦𝗧𝗨𝗗𝗬: 𝗧𝘂𝗿𝗻𝗶𝗻𝗴 𝗲𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗶𝗻𝘁𝗼 𝗿𝗲𝗮𝗹 𝗹𝗲𝗻𝗱𝗶𝗻𝗴 𝗶𝗺𝗽𝗮𝗰𝘁. Public Service Credit Union set out to deepen relationships and grow loans, but traditional marketing alone wasn't enough. They leveraged SavvyMoney to 𝗶𝗱𝗲𝗻𝘁𝗶𝗳𝘆 𝗶𝗻-𝗺𝗮𝗿𝗸𝗲𝘁 𝗰𝗼𝗻𝘀𝘂𝗺𝗲𝗿𝘀, 𝗱𝗲𝗹𝗶𝘃𝗲𝗿 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗶𝘇𝗲𝗱 𝗼𝗳𝗳𝗲𝗿𝘀, 𝗮𝗻𝗱 𝗱𝗿𝗶𝘃𝗲 𝗺𝗲𝗮𝘀𝘂𝗿𝗮𝗯𝗹𝗲 𝗴𝗿𝗼𝘄𝘁𝗵. The impact: 🔹 12.8% click-to-application rate 🔹 $12M+ in funded loans 🔹 40+ point average credit score improvement See how they did it: https://lnkd.in/gSmPniAP #WeAreSavvyMoney #Fintech #Lending #DigitalBanking

𝗠𝗮𝗿𝗰𝗵 𝗶𝘀 𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗿𝗲𝗱𝗶𝘁 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻 𝗠𝗼𝗻𝘁𝗵 𝗮𝗻𝗱 𝗙𝗿𝗮𝘂𝗱 𝗔𝘄𝗮𝗿𝗲𝗻𝗲𝘀𝘀 𝗠𝗼𝗻𝘁𝗵. For financial institutions, the timing matters. When consumers have questions about their credit or worry about fraud, most aren't turning to their FI for help. They're searching online, landing on third-party sites, and getting pulled into experiences designed to redirect their attention. That's a missed opportunity. In our latest blog, we explore how credit monitoring and identity protection can keep consumers 𝗲𝗻𝗴𝗮𝗴𝗲𝗱, 𝗶𝗻𝗳𝗼𝗿𝗺𝗲𝗱, 𝗮𝗻𝗱 𝗹𝗼𝘆𝗮𝗹. 👉 Read the full blog: https://hubs.ly/Q047YycB0 #CreditEducation #FraudAwareness #FinancialWellness #WeAreSavvyMoney

We’re proud to support something bigger than business. SavvyMoney was honored to sponsor the Children's Miracle Network Wine Auction in support of Credit Unions for Kids and CMN Hospitals. This year, together, we helped 𝗿𝗮𝗶𝘀𝗲 𝗮 𝗿𝗲𝗰𝗼𝗿𝗱-𝗯𝗿𝗲𝗮𝗸𝗶𝗻𝗴 $𝟮.𝟰 𝗺𝗶𝗹𝗹𝗶𝗼𝗻. Moments like these remind us what’s possible when our industry comes together for a shared purpose. Pictured here: Our Chief Revenue Officer Chris Fraenza alongside Tansley Stearns and elry armaza from our partner, orsa credit union. Grateful to be part of a community that shows up and gives back in such a meaningful way. 💙 #CreditUnionsForKids #CMNHospitals #CommunityImpact #WeAreSavvyMoney

𝗦𝗮𝘃𝘃𝘆 𝗦𝗽𝗼𝘁𝗹𝗶𝗴𝗵𝘁: 𝗖𝗿𝗲𝗱𝗶𝘁 𝗜𝗻𝗾𝘂𝗶𝗿𝘆 𝗖𝗮𝗺𝗽𝗮𝗶𝗴𝗻 𝗔𝘁𝘁𝗿𝗶𝗯𝘂𝘁𝗲 What if you could connect with consumers 𝘳𝘪𝘨𝘩𝘵 𝘸𝘩𝘦𝘯 𝘵𝘩𝘦𝘺’𝘳𝘦 𝘢𝘤𝘵𝘪𝘷𝘦𝘭𝘺 𝘴𝘩𝘰𝘱𝘱𝘪𝘯𝘨 for a financial product? In this month’s Savvy Spotlight, we’re highlighting the Credit Inquiry Attribute within SavvyMoney Analytics campaigns—helping financial institutions identify consumers who recently had a credit inquiry appear on their credit report. By combining real-time credit activity with your campaign criteria, your team can engage high-intent borrowers earlier and create more targeted lending opportunities. Watch the video to see how it works and how your team can start using it today. Want to learn more? Visit us at https://hubs.ly/Q047shPx0 #SavvySpotlight #Fintech #LoanGrowth #WeAreSavvyMoney

Celebrating an incredible milestone - JB Orecchia 𝗰𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗶𝗻𝗴 𝟭𝟱 𝘆𝗲𝗮𝗿𝘀 𝗮𝘁 𝗦𝗮𝘃𝘃𝘆𝗠𝗼𝗻𝗲𝘆! Over the years, JB has been a driving force behind our growth, bringing leadership, vision, and an unwavering commitment to our 𝗺𝗶𝘀𝘀𝗶𝗼𝗻 𝘁𝗼 𝗲𝗺𝗽𝗼𝘄𝗲𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘄𝗲𝗹𝗹-𝗯𝗲𝗶𝗻𝗴 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗶𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗽𝗮𝗿𝘁𝗻𝗲𝗿𝘀𝗵𝗶𝗽. His impact can be seen not only in what SavvyMoney has built, but in the team and culture he’s helped shape along the way. Thank you, JB, for 15 years of dedication, inspiration, and leadership. Here’s to everything we’ve accomplished together, and to what’s ahead! #Leadership #Savvyversary #WeAreSavvyMoney #FinancialWellness