A Trusted Financial Wellness Partner for Banks
Support Customer Financial Wellness & Serve LMI Communities
Designed to enhance CRA performance and elevate community well-being, GreenPath’s financial wellness program for banks blends innovation with impact. With a digital-first, human-always approach, GreenPath integrates technology and personalized financial counseling to help bank customers make informed choices, reduce debt, and build lasting resilience.
Through financial education for banks, GreenPath delivers scalable, CRA-eligible solutions that deepen customer relationships, improve community financial wellness, and support your institution’s mission and regulatory goals.
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
Meet CRA Requirements. Make a Real Impact.
The Community Reinvestment Act (CRA) is more than compliance—it’s about building trust and driving measurable community impact. GreenPath helps banks go beyond the checkbox:
- Certified Financial Education Programs
Deliver branded workshops and online resources that empower communities. - Proven Impact with Measurable Outcomes
Detailed reporting, participant impact tracking, and data insights to demonstrate CRA success. - Trusted by Financial Institutions Nationwide
A strong track record of partnering with hundreds of banks to meet CRA goals. - Volunteer-Friendly Engagement
Train-the-Trainer support and branded content make employee participation easy. - Marketing Support
Social posts, webinars, and banners amplify your community impact story.
Show regulators – and your community – the difference you make.
Bank Partnership Tools that Advance Financial Wellness
GreenPath partners with banks nationwide to support customers facing real financial challenges—through trusted financial counseling, education, and digital tools. Together, we help banks deepen relationships, strengthen communities, and advance financial wellness in ways that align with your mission and strategic goals.
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 memberscustomers 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.
“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.”
Rus Halsey
Independent Bank Corporation
A People-First Approach to Bank Partnerships
With 65 years of experience, GreenPath delivers proven financial wellness programs for banks—strengthening relationships and advancing strategic goals. Customers gain trusted counseling and education, delivered with dignity, respect, and measurable impact.
Financial Coaching for Bank Customers
GreenPath’s NFCC-certified financial counselors provide empathetic, one-on-one coaching that supports financial understanding and measurable progress toward personal goals. Through our financial wellness program for banks, your customers can access expert support in the following areas:
Debt Management Support
When high-interest credit card debt becomes overwhelming, counselors may recommend a Debt Management Program (DMP) designed to help lower interest rates, simplify payments, and accelerate payoff.
Budgeting and Saving
During a financial counseling session, individuals create a realistic spending plan aligned with their priorities—while identifying opportunities to reduce expenses and build savings over time.
Credit Education and Coaching
Counselors provide guidance on understanding credit reports, disputing inaccurate information, and exploring strategies that can manage and improve credit over time.
Housing Support
HUD-Certified housing experts offer guidance through the homebuying process and support for those facing rent or mortgage challenges, helping explore options and next steps.
Student Loan Guidance
GreenPath counselors provide unbiased assessments, explain repayment options, and assist your customers in qualifying and applying for available payment plans.
Support for Successful Behavior Change
Strong partnerships can transform financial health for communities at scale. We provide a complete range of financial wellness services to those you serve. Partner with a trusted ally who shares your mission and prioritizes the well-being of both your organization and your customers.
93%
of clients felt the options provided were helpful to address their financial situation.
88%
of clients felt either a slight or significant decrease in stress after financial counseling.
87%
of clients felt better prepared to handle their finances on their own after the close of their Debt Management Program.
General Assessment and DMP Closing Surveys, 2025