SavvyMoney

🌟 Savvy Spotlight: Engaging Gen Y & Gen Z with Financial Wellness 🌟 The great wealth transfer is reshaping the financial world, and Gen Y and Gen Z are at the center. These younger generations demand mobile-first solutions and value financial wellness. 📊 Key Trends: - Gen Z adoption of financial wellness tools grew from 16.8% in Jan 2023 to 19.1% in Oct 2024. - They log into digital banking 34% more frequently than the general population. - Mobile is their go-to: 80/20 usage vs. 58/42 for other generations. SavvyMoney’s Financial Wellness solutions deliver the insights and tools they expect—goal tracking, budget analysis, and more. Plus, our Generational Marketing Toolkit offers banners, visuals, and campaigns to reach these audiences effectively. 📱 Ready to connect with the next generation? Book a Demo here! https://hubs.ly/Q030-HLX0 #FinancialWellness #DigitalBanking #GenY #GenZ #FinancialEducation

🎉✨ Happy New Year from SavvyMoney! ✨🎉 As we close out an amazing year, we want to extend our heartfelt gratitude to our wonderful partners. Your trust and collaboration have been the foundation of our shared success, and together, we’ve empowered millions to achieve their financial goals. 💡 Looking Ahead to 2025: Let’s make this the year of driving engagement, and enabling financial empowerment! With SavvyMoney’s tools, you can continue to deliver impactful financial wellness solutions, deepen relationships, and create new opportunities for growth. What are your top goals for 2025? Drop them in the comments, and let’s connect to strategize and make them a reality! Here’s to a prosperous year of innovation, collaboration, and success. 🥂 Cheers to building stronger partnerships and empowering financial wellness for all! #HappyNewYear #WeAreSavvyMoney #FinancialWellnessPartners #B2BInnovation #GrowthTogether

🎄🎉 Happy Holidays from SavvyMoney! 🎉🎄 As the year comes to a close, our President and CEO, JB Orecchia, shares a heartfelt message of gratitude! In this short video, JB reflects on the meaningful partnerships we've built over the past 13 years and the successes we've achieved together. From all of us at SavvyMoney, we wish you a joyful holiday season! 🎁 🎥 Watch JB's message here! #HappyHolidays #SavvyMoney #Gratitude #FinancialWellBeing #PartnerSuccess #CheersTo2024

AI is revolutionizing financial services, offering new ways to enhance consumer experiences and deliver smarter financial advice. While the potential is immense, it’s still early—careful testing and thoughtful implementation are key. As AI evolves, it’s set to reshape both financial advice and institutional operations. Curious about what’s next? Hear JB Orecchia's perspective in this CUBroadcast soundbite 👉 [https://lnkd.in/gz2M7dSD] #AIinFinance #Fintech #FinancialServices #Innovation #WeAreSavvyMoney

This year has been a momentous one for the SavvyMoney team! We hit the road for 43 conferences, traveling to 19 cities in 13 states—connecting with incredible clients, partners, and industry leaders along the way. With 40 dedicated team members showing up in full force, we made meaningful connections, shared valuable insights, and created lasting memories. A huge THANK YOU to our partners and industry collaborators for being a part of this journey. We can’t wait to hit the road again in 2025 and see what’s next! #WeAreSavvyMoney #2024Recap #ItPaysToBeSavvy #SeeYouIn2025

🎄✨ One of our favorite SavvyMoney traditions is our Holiday Mingle and Jingle! This year, we had the pleasure of gathering our amazing employees and Board members for a festive holiday mixer at our Dublin headquarters. We’re incredibly grateful for the leadership and dedication of our Board, and it’s always special to come together as one team. 💙 Sending everyone lots of holiday cheer! Wishing you all a safe, joyful, and memorable holiday season. 🎁🌟 #WeAreSavvyMoney #Grateful #Teamwork #HappyHolidays

🎙️ New Podcast Episode Alert! 🎙️ Catch the latest episode from CU Broadcast featuring JB Orecchia, our President and CEO, and Katey Mobley, Chief Growth Officer at HawaiiUSA Federal Credit Union! 🎧 They dive into how our partnership is driving financial well-being for HawaiiUSA members. 💸✨ In this episode, they’ll discuss: 💡 The real-world benefits HawaiiUSA has experienced with SavvyMoney 🌴 How financial wellness is thriving at HawaiiUSA and within credit unions 📊 Key achievements, like empowering members to make confident lending decisions in today’s economy Don’t miss out on their valuable insights and the exciting future of financial well-being in the credit union space! 🎧 [Listen Now] 👉 https://lnkd.in/gQfJXsTY Drop your thoughts in the comments below! #FinancialWellBeing #CreditUnions #SavvyMoney #CUBroadcast #Podcast #FinancialHealth #CreditUnionGrowth

With SavvyMoney, your team gets access to all of these. Click here to request a demo and let's redefine financial wellness together in 2025! 👉 https://lnkd.in/gRJRZ9C8 #Fintech #LeadGeneration #FinancialWellness #WeAreSavvyMoney

🍂 We’re Grateful for You 🍂 As we gather with friends and family to celebrate this season of gratitude, we want to take a moment to thank the incredible financial institutions and strategic partners who make everything we do possible. Your trust, collaboration, and shared commitment to empowering financial wellness inspire us every day. Together, we’ve made a meaningful impact—helping millions of consumers gain control of their financial health while strengthening the communities we serve. We’re so thankful to have you as part of our journey and look forward to continuing this partnership in the months and years ahead! #Gratitude #FinancialWellness #Partnership #WeAreSavvyMoney