unlimited access to financial health for your members
Contact GreenPath About A Partnership
As Your Partner in Financial Health, We Set You Up to Succeed
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.
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.
Unlimited Access to GreenPath Counselors
People are at the center of every decision we make, your members will have unlimited access to GreenPath counselors. You know that your members are treated with dignity, respect, and compassion regardless of how large or small their needs.
Contact GreenPath About A Partnership
GREENPATH FINANCIAL WELLNESS CUSTOMER SATISFACTION RATING
“The GreenPath staff consistently has the heart to help people to be financially well. GP is always open to collaborating and takes the effort and time to maintain a strong partnership.”
Source: Bunny Tanaka, Community Relations and Education Professional, Hawaii State Federal Credit Union
TVID: D55-16E-A9C
The GreenPath Difference
Empathy and Non-Judgmental Communication
GreenPath invests in empathy coaching, which enables us to better listen for people’s needs and connect more deeply with someone’s experiences.
Human Centered Design
People are at the center of everything we do. GreenPath infuse human-centered design thinking into our culture through training and practice to better meet the needs of members we serve.
Behavioral Economics
GreenPath uses behavioral science to help understand why people make the financial choices they do and help design our services to drive behavior change.
GreenPath Has Over 550 Credit Union Partnerships
Take a look at what one of GreenPath’s credit union partners have to say about a partnership with GreenPath Financial Wellness.
Together, we are creating a world where it is easier to make healthy financial choices, help people achieve their dreams, and improve overall financial well-being.
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
GreenPath provides ongoing data reports and annual utilization reviews about how the program is used. As a partner, you can learn more about what your members are facing and evaluate effectiveness. 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
We Aren’t “Just” A Vendor. We Are Your Partner.
Our focus is on the success of your credit union and members. We are here to give your business a boost! You get to expand the services you offer to your members, supporting new business and protecting your bottom line losses from charge-offs or bankruptcies.
We work with you to design a program that meets the specific needs of your members and your goals at the credit union. You have a designated Partner Experience Manager on our team to help you ensure program success.
We collaborate with the America’s Credit Unions (CUNA) and major credit card issuers to maximize our success for each member.
Contact GreenPath About A Partnership