GreenPath is your CRA & Financial education partner
Contact GreenPath About A Partnership
Support for Your Customers’ Financial Wellness & to Serve the LMI Communities
GreenPath partners with banks to provide their customers trusted financial education programs, financial literacy programs and digital financial literacy tools.
As a trusted national nonprofit, people turn to GreenPath for financial education and financial literacy. We assist banks to improve Community Reinvestment Act (CRA) outcomes. We also support and strengthen the financial capabilities of loan denied and credit challenged customers.
GREENPATH FINANCIAL WELLNESS STATISTIC
99%
Our relationship with GreenPath meets the needs and expectations of our organization.
Source: TechValidate surveyed of 124 partners of GreenPath Financial Wellness.
TVID: 25D-E34-513
Fulfill CRA Requirements and Measure Impact
Detailed Reporting to Quantify CRA Impact and Outcome
Volunteer Friendly Branded Educational Workshop Content with Train-the-Trainer Support
Branded Online Financial Education Resources
Marketing Support – Social Media Posts, Webinars, Web Banners
Customer-Focused Tools & Marketing Resources
A financial education program from the national nonprofit GreenPath is proven to reduce financial stress. People are at the center of every decision we make, and they have unlimited access to GreenPath counselors. You know that your customers are treated with dignity, respect, and compassion regardless of how large or small their needs.
Partner Center
As a GreenPath partner, you’ll gain access to our financial education partner program. From ready-to-use social media assets to instant email marketing templates, the Partner Center is a one-stop shop for promoting financial wellness to those you serve.
Free Financial Education
Help your members take control of their finances with LearningLab+, GreenPath’s user-friendly financial education hub. They’ll find clear, expert guidance on budgeting, building credit, and paying down debt – learning at a pace that works for them, wherever they are.
Virtual Financial Coach
Powered by TransUnion credit data, GreenPath’s Virtual Financial Coach provides personalized credit guidance at your fingertips. Members can instantly see their credit score, track changes since their last visit, and receive actionable tips to improve their financial health – all without a counseling appointment.
Rus Halsey
“Through partnering with GreenPath Financial Wellness, Independent Bank has enhanced their ability to support customers in reaching financial goals, develop stronger relationships with customers, improve customer satisfaction, and provide impactful financial literacy resources to staff and customers.”
People Are at the Center of Every Decision
GreenPath delivers more than 60 years of experience in providing financial education, financial literacy programs. Your customers have unlimited access to GreenPath counselors. You know that your customers are treated with dignity, respect, and compassion regardless of how large or small their needs.
Contact GreenPath About A Partnership
Judgment 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
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. 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
Contact GreenPath About A Partnership