Among users on our financial wellness platform, debt management remains the number one concern. How is your credit union helping members manage their debt burden? Check out our latest blog post for some strategies to help your members crush their debt challenges: https://lnkd.in/gwNd9jcc #financialwellness #creditunions #debt
Paperwork
Technology, Information and Internet
Oakland, California 1,931 followers
Financial wellbeing for everyone.
About us
Ovation is a technology services provider to the financial wellness industry, empowering banks, credit unions and other financial institutions to help their members improve their financial health. Out of the Ovation stable comes Paperwork, a comprehensive end-to-end platform that helps credit unions acquire and engage more members through our turnkey financial wellness program. With two-thirds of Americans still financially vulnerable, traditional financial literacy and education programs are not effective enough. Ovation leverages mobile technology and fintech advancements to provide a highly engaging financial wellness program that uses customer data to drive personalized and actionable insights focused on improving financial outcomes. Our enterprise-grade financial wellness program is comprehensive, personalized and measurable - ensuring that together we can deliver the impactful financial wellbeing and peace of mind your members deserve.
- Website
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https://www.paperwork.co
External link for Paperwork
- Industry
- Technology, Information and Internet
- Company size
- 2-10 employees
- Headquarters
- Oakland, California
- Type
- Privately Held
- Founded
- 2019
- Specialties
- legacy planning, estate administration, personal financial planning, financial management, document management, and document storage
Locations
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Primary
2201 Broadway
Suite 705
Oakland, California 94612, US
Employees at Paperwork
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Ian Cohen
Founder & CEO at Lokker.com | Data Privacy | Financial Services
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Tony Steuer, CLU, LA, CPFFE
Changing the way we think about money | Best Selling Author | Podcaster | International Financial Preparedness Advocate | FinTech Advisor
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Scott Mount
Co-founder & Designer of Products | Advisor | Mentor
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Kevin Cimring
Co-founder and CEO
Updates
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For #creditunions, budget season is here! Have you thought about how a modern #financialwellness platform could drive your credit union’s growth in 2025? Imagine offering a financial wellness platform that not only helps your members thrive but also boosts new member acquisition and drives revenue for your credit union. Sounds like a win-win, right? As you’re finalizing next year’s budget, now’s the perfect time to chat about how our platform can fit into your plans. Please feel free to schedule a call to learn more about our flexible pricing: https://lnkd.in/d6dSNr_B Let’s make 2025 the year of growth, engagement, and member success!
Financial Wellness Program Consult - Team Paperwork
calendly.com
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Does your credit union's financial wellness program contain these three essential elements? ➡️ https://lnkd.in/gQ5fmrwg #creditunions #financialwellness #peoplehelpingpeople
Fostering member loyalty: Three pillars every credit union should include in its financial wellness program — Paperwork
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While technology has had a massive impact on helping people improve their financial health, it can't always address the nuances and complexities of life. The key to an effective and impactful financial wellness program lies in a hybrid approach that blends technology with the human touch, creating a system where people feel supported, understood, and empowered. Here are some strategies for leveraging coaching services within your credit union into a powerful and cohesive financial wellness program: https://lnkd.in/gTtrYgHm #creditunions #financialwellness #financialcoach
The crucial role of financial coaching in credit union growth — Paperwork
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🔹Digital efficiency versus Human touch🔹 When it comes to financial wellness, we empower credit unions to offer the best of both worlds—technology-driven financial wellness and personalized human guidance. Our private-label app seamlessly integrates your credit union’s financial coaches directly into the platform, allowing your members to access expert advice alongside digital tools, driving meaningful, long-term financial outcomes. #CreditUnions #FinancialWellness #Fintech #FinancialCoaching #MemberEngagement
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As the population ages, is your credit union doing enough to support elder members and their caregivers? Our latest blog post explores how you can leverage our platform to empower elder adults and their caregivers with crucial financial tools and resources to stay financially healthy. https://lnkd.in/gW9-GGVq #creditunions #financialwellbeing
Improving the financial wellbeing of elder adults — Paperwork
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Technology has revolutionized nearly every aspect of our lives, and financial wellness is no exception. Modern financial wellness platforms that leverage technology make it easier for people to manage their financial lives proactively, rather than reactively. In this blog post, we list five important technology advancements that help improve financial wellness, but there are many others. What are your favorite technology advancements, and how are you incorporating them into your financial wellness programs? More here: https://lnkd.in/grvveGSX #creditunions #financialwellness #digitaltransformation #innovation
Five technology advances that improve members’ financial wellness — Paperwork
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🎓 September means back to college for many students! Is your credit union ready to support them on their financial journey? College can be overwhelming, especially when it comes to managing finances. With student loans, budgeting, and building financial literacy, students need the right tools to succeed. At Paperwork, we’re here to help. Our platform offers personalized financial wellness resources designed to meet the unique needs of college students, from debt tracking to easy document organization. Want to learn how your credit union can make a real impact? 👉 https://lnkd.in/gFptACpa Let’s help students thrive financially this year! 💪 #FinancialWellness #CreditUnions #CollegeLife #StudentSuccess
Supporting the Financial Wellness Needs of University Students — Paperwork
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Providing an effective financial wellness program goes beyond simply offering tools and resources. To keep members engaged, an omnichannel approach is essential—combining integrated marketing campaigns that guide, motivate, and educate users throughout their financial journey. Our latest blog post explores strategies for integrating various marketing campaigns that can enhance your financial wellness program and boost engagement: https://lnkd.in/gtUREw5s #financialwellness #creditunions #digitaltransformation
The importance of integrated marketing in financial wellness programs — Paperwork
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CREDIT UNIONS - LET’S GO! 🚀 Unlock a turnkey solution with co-branded, comprehensive financial wellness tools your members will love. Keep them coming back, boost loyalty, and fuel sustained growth. The only financial wellness platform you'll need to ensure the future is bright for you and your members! Book a demo today: https://lnkd.in/gvgVs4nQ #happyfriday #creditunions #financialwellness