Grow Your Credit Union And Enable Financial Wellbeing For All.
Attract new members, grow your deposits, and grant more loans through an intelligent financial wellness plan that places your products directly in front of your ideal members.
Attracting New Members Isn’t Always Easy
- Earning a single new member costs several hundred dollars in ad spend
- Identifying and targeting potential members is a difficult
- Competition is very high, but your marketing feels too generic
Everyone Deserves An Easier Way To Attract New Members.
Grow Your Credit Union Through The Power Of A Personalized Financial Wellness Plan
GuidePlan is a fully tailored financial wellness program that uses our platform to place your products directly in front of your ideal customers.
Increase New Member Engagement And Satisfaction With GuidePlan
Our personalized financial wellness plans recommend your products directly to the users who need them most. So you can increase new member enrollment while promoting financial well-being for all.
Reach The Right Audience
Attract new members at a fraction of the cost of traditional marketing methods. GuidePlan analyzes each user’s financial situation to provide tailored advice and recommends your products to those needing them most.
Grow Your Deposits
Helping your members save more money has never been easier. GuidePlan’s intelligent financial wellness plans automatically build emergency savings for each user. We then offer users additional savings products to help them achieve their savings goals.
Grow Your Loans
Access to affordable credit is a major key to any successful financial plan. With GuidePlan installed, we can tell prospective members your credit union’s story and present your lending products as the ideal solution in their personalized plan.
Make A Positive Impact
GuidePlan’s automated 401(k) plans are tailored to every participant’s financial needs to help them achieve financial stability as quickly as possible. By recommending your products to those who need them most, everyone wins. You make a positive difference in the lives of real people, and your credit union continues to grow.
Create Financial Wellbeing For All.
What You Get With GuidePlan
GuidePlan’s intelligent 401(k) plans provide a single workplace benefit that meets the needs of all employees regardless of where they are on their financial journey. With GuidePlan, you no longer have to hope that people will attend your webinars or watch your video content. All participants receive a personalized plan that inspires and encourages them to take their next step.
Features
With GuidePlan
Without GuidePlan
What You Get With GuidePlan
GuidePlan’s intelligent 401(k) plans provide a single workplace benefit that meets the needs of all employees regardless of where they are on their financial journey. With GuidePlan, you no longer have to hope that people will attend your webinars or watch your video content. All participants receive a personalized plan that inspires and encourages them to take their next step.
With GuidePlan
401(k) Plan
Auto-Enroll
Auto-Escalate
Traditional & Roth Retirement Savings
Modern Secure 2.0 Plan Design
Tax Free Hardship Withdrawals
Access to Payday Alternative Loans
Student Loan Repayment with Match
Debt Management Programs
Access To Affordable Credit & Loan Products
Ability to Save For Major Life Events
Personalized Video Coaching & Content
Smart Videos Delivered By Phone Or Email
Turnkey Solution to Financial Wellbeing for All
Without GuidePlan
401(k) Plan
Auto-Enroll
Auto-Escalate
Traditional & Roth Retirement Savings
Modern Secure 2.0 Plan Design
Tax Free Hardship Withdrawals
Access to Payday Alternative Loans
Student Loan Repayment with Match
Debt Management Programs
Access To Affordable Credit & Loan Products
Ability to Save For Major Life Events
Personalized Video Coaching & Content
Smart Videos Delivered By Phone Or Email
Turnkey Solution to Financial Wellbeing for All
Gain A Competitive Edge With GuidePlan’s Financial Wellness Programs
It’s simple: credit unions that use GuidePlan attract more members at a fraction of the cost compared to traditional marketing. GuidePlan places your plans and products directly in front of those who need them most. So you can attract new members and grow your credit union while making financial freedom possible for all.
Schedule A Live Demo To See How It Works
Schedule a quick demo to see GuidePlan in action. Our team will answer any questions you might have.