SavvyMoney

The financial wellness platform built for growth, turning credit insights into personalized pre-qualified offers and equipping financial institutions with analytics to increase engagement.

Category

Growth & Content

Industry

Banks & Credit Unions

Specialization

Customer Engagement

Country

United States

Website

https://www.savvymoney.com

Tags: Banks, Credit Unions, Growth & Content, Customer Engagement

A credit-score and financial-wellness platform inside digital banking that turns credit insight into personalized, pre-qualified loan and card offers.

• Founded: 2009
• Headquarters: San Mateo, CA, USA
• Ownership: Private
• Funding / valuation: Undisclosed
• Serves: Both — Community to large
• Notable customers: BCU, multiple FIs
• Core integrations: Q2, Backbase, major digital banking platforms
• Capabilities: Credit Score & Financial Wellness; Analytics & Competitive Intelligence; Account Opening; Lending; Offers Engine; The Hub

Compliance watch-outs

Pre-qualified offers and credit tiles require Reg B (ECOA), Reg Z, and fair-lending disclosure precision—an ideal place for automated review.

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