Your CRA and Financial Education Partner

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.

Financial Education for Customers and Communities

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.

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 a person has 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, a person creates a spending plan that works towards their financial goals, including building savings.
  • Credit — Our counselors work with people to better understand their credit report, dispute inaccurate information, and manage their credit score.
  • Housing — Housing experts provide support to people 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 people when qualifying and applying for payment plans.
Holistic Triange Purple V

Support for Successful Behavior Change

Products and plans that make it easier for people to achieve financial goals, like debt payoff and paycheck planning, or an overall financial wellness support program for your customers.

After Financial Counseling

After Successful DMP


Feel Better Prepared to Handle Their Finances


Provided Clear Next Steps to Improve Their Situation


Reported Improved Spending Habits


Reported an Ability to Increase Their Savings

Educational Tools and Resources for Continued Learning

Provide access to extensive resources for improving financial wellness including online learning experiences, workshop materials, guides, articles, support communities and more.

The Partner Center

Your one-stop-shop for materials, tools, and resources to use in your marketing, financial education, and staff training.

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


Impact Report United States

(Click Image to Enlarge)

Become a Partner

Want to learn more about a partnership with GreenPath, but prefer us to call you? Fill out our call request form and we’ll be in touch within 48 hours.