- April 2, 2021
- By: P.T. Phan
YOUR CRA AND FINANCIAL EDUCATION PARTNER
LET'S START A CONVERSATION
GreenPath partners with Banks to support customer financial wellness and serve LMI communities. Partnering with GreenPath enables banks to become a venue of support for people to achieve their financial goals.
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.
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.
EDUCATIONAL TOOLS AND RESOURCES
GreenPath provides your customers access to extensive resources for improving ﬁnancial wellness including online learning experiences, workshop materials, guides, articles, support communities and more.
JUDGEMENT 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 customers have high interest credit card debt, a Debt Management Plan 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, customers create a spending plan that works towards their financial goals, including building savings.
- Credit — Our counselors work with customers to better understand their credit report, dispute inaccurate information, and manage their credit score.
- Housing — Housing experts provide support to customers 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 customers when qualifying and applying for payment plans.
SUPPORT FOR SUCCESSFUL BEHAVIOR CHANGE
Customers are telling us the program works.
After Financial Counseling
Feel Better Prepared to Handle Their Finances
Provided Clear Next Steps to Improve Their Situation
After Successful DMP
Reported Improved Spending Habits
Reported an Ability to Increase Their Savings
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
- Take a look at GreenPath’s 2020 Annual Report
PEOPLE ARE AT THE CENTER OF EVERY DECISION
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.