Banks

  • April 2, 2021
  • By: P.T. Phan
Your CRA & Financial Education Partner Graphic

A Partnership with Banks

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.

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The GreenPath Partner Center

Our Partner Center is a one-stop-shop for marketing materials and education resources. We aim to give our partners tailored-made marketing assets at a click.

Customer-Focused Tools & Resources

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.

The LearningLab+
Online Financial Education

Explore GreenPath’s Learning Lab for all things financial. The Learning Lab is a free, intuitive online portal offering your users easy-to-use educational experiences.

Virtual Financial Coach
24/7 Financial Advice

The Virtual Financial Coach uses award-winning AI and digital engagement technology from eGain to deliver 24/7 personalized GreenPath guidance.

GreenPath Credit Unions Tools and Resources
Judgement Free One on One Financial Coaching

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 members 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, 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

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 DMP

78%

reported an ability to increase their savings

after successful DMP

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 2021 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.

Rus Halsey
Independent Bank Corporation

“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.”