#3847: How Financial Plus Financial Wellness Platform Creates Unique Member Money Personalities...

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Financial Plus Credit Union’s Community Impact Manager, Ciara Kolasinski, and Financial Plus Credit Union’s Financial Wellness Specialist, Derek Lewis stopped by the show to share the launch of their new financial wellness platform, Enrich, to its more than 82,000 members across the state of Michigan.

Enrich was created by San Diego-based firm iGrad and is used by more than 20,000 employers and more than 300 financial institutions nationwide. Enrich employs artificial intelligence technology that engages each user with the most relevant content based on their unique financial situation and stage of life -- a "Money Personality," if you will.

Ciara and Derek shared that the new platform provides:

• The Your Money Personality™ financial behavior assessment that analyzes each user’s financial “personality.”
• Financial education courses with personalized action plans on topics including budgeting, mortgages, healthcare, college savings, student loan repayment, banking, credit, financial planning, and more.
• Gamified, interactive financial wellness courses.
• Retirement and home affordability analyzers.
• A suite of student loan and higher education tools.
• Personal finance calculators, a real-time budget tool, and goal tracking.
• Ask Earnie chatbot that answers personalized financial related questions.

After giving a quick overview of the new offering Ciara and Derek talked about what prompted them to launch a financial wellness platform for both members and staff, as well as goals they look to achieve using the digital financial education tool.

Check it out and let us know your thoughts. And be sure to watch the entire episode below for all the details.