🍂🎉 Fall Conference Season is Almost Here! 🎉🍂 We’re gearing up for an exciting month of conferences and can’t wait to connect with all of you! Here’s where you’ll find us this September: 🌟 Sharetec User Conference 📅 September 8-11, 2024 📍 Frisco, TX 🌟 Access Softek Client Conference 📅 September 15-18, 2024 📍 Chicago, IL 🌟 Lumin User Conference 📅 September 23-25, 2024 📍 Dallas, TX 🌟 Tyfone Thought Leadership Forum 📅 September 25-26, 2024 📍 Las Vegas, NV Will we see you there? Drop us a message if you’re attending any of these events—we’d love to connect! 🤝✨ #WeAreSavvyMoney #Networking #ConferenceSeason
SavvyMoney
Financial Services
Dublin, California 6,360 followers
Robust Credit Score Solutions and Analytics for Banks, Credit Unions, and Fintechs - #ItPaysToBeSavvy
About us
SavvyMoney is a credit score solution for every online and mobile banking platform, helping people understand or improve their score. Overview: We partner with financial institutions to provide credit scores, reports, and daily monitoring to educate and empower users. Through our award-winning platform, consumers can understand their credit score, review concrete ideas for improving it, and better their financial health. Our partner financial institutions leverage our analytics platform to implement smarter marketing efforts and help save people money. We focus on building solid relationships with clients and partners backed by a culture of teamwork.
- Website
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https://linktr.ee/savvymoney
External link for SavvyMoney
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Dublin, California
- Type
- Privately Held
- Founded
- 2009
- Specialties
- Personal finance, Credit score, Credit report, and Technology
Locations
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Primary
4160 Dublin Blvd
Suite 250
Dublin, California 94568, US
Employees at SavvyMoney
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Dave Whorton
Entrepreneur, Curator, Evergreen Evangelist, Investor
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David Dowhan
Chief Product Officer with expertise in data driven marketing, data governance and monetization, identity, SaaS, streaming media, and machine learning
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Corey Scobie
C-Level Technology Executive
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Matthew Mack
Updates
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🎉🌟 A Big Thank You to Our Amazing Summer Interns! 🌟🎉 As summer wraps up, we want to extend our heartfelt thanks to our incredible interns who have made a significant impact over the past few months: 👏 Daniela Orecchia - Marketing Intern 👏 Carter McGee - Finance Intern 👏 Anusha Nayak - Partner Engagement Intern SavvyMoney’s vision is financial freedom for all, and your dedication, hard work, and fresh perspectives have been invaluable in advancing this goal. Your contributions this summer have directly supported our mission by enhancing our initiatives and driving meaningful progress. Whether through innovative projects, fresh insights, or diligent efforts, you’ve helped us move closer to empowering individuals with the tools and knowledge they need to achieve financial independence. We’ve loved watching you grow and contribute your talents, and we’re excited to see all the great things you’ll achieve in the future! Thank you for a fantastic summer! 🌟👏 #WeAreSavvyMoney #SummerInterns #ThankYou
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Curious about how credit score insights are reshaping the banking industry? 🎧 The latest SavvyMoney featured podcast is now live! Join Peter Renton on Fintech One-on-One as he interviews our President and CEO, JB Orecchia Discover how SavvyMoney empowers over 1,350 banks, credit unions, and fintechs by directly integrating personalized credit score advice into digital banking—making it easier for users to make informed financial decisions. Don’t miss out—listen wherever you get your podcasts! https://lnkd.in/gNzcWDKq #FintechOneOnOne #ItPaysToBeSavvy #Podcast
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🌟 Exciting News! 🌟 SavvyMoney has achieved the prestigious CSA STAR Level II certification and has been recognized as a Trusted Cloud Provider by the Cloud Security Alliance! 🎉 These accomplishments highlight our unwavering commitment to cloud security and protecting our customers’ data. Kudos to our team for raising the bar in fintech cloud security! 🚀 Learn more about how we’re leading the way in secure financial solutions: https://lnkd.in/gfkHKjWE #CloudSecurity #Fintech #SavvyMoney #TrustedCloudProvider #DataProtection #CSASTAR
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Ever wondered how healthy your finances really are? 💸 With our Financial Checkup tool, embedded within your digital banking, your users can gain a deeper understanding of your financial landscape. They also receive personalized, actionable recommendations to help you optimize their finances and set themselves up for long-term success! 🚀 Check out the video to learn more about how Financial Checkup can help your consumers understand their entire financial picture! #FinancialWellness #SavvyMoney #FinancialCheckup #PersonalFinance #FinancialHealth
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🚀 Partner Spotlight & Appreciation! 🚀 Michael Azevedo, our Director of Partner Solutions, and Sara Portis, Senior Partner Manager, recently had the pleasure of visiting our friends at Consumers Credit Union! It was a great opportunity to connect in person, strengthen our collaboration, and discuss new ways we can work together. 🙌💼 A special highlight of the visit was spending a fun day at the Detroit Tigers game⚾️🎉. Thank you, Consumers CU, for your warm hospitality and making the day so memorable. We're looking forward to many more successful collaborations and experiences together! #WeAreSavvyMoney #PartnerVisit #ConsumersCU #DetroitTigers #TeamWork #Gratitude
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🌟 We are truly honored to receive such kind words from Kelly Mobley at Vantage West Credit Union! 🌟 "Y'all are my favorite partners ever. This isn't just because of the fantastic product our members and employees love, it's because of the support and relationships we have built with your team. SavvyMoney has one of the best cultures I've ever seen and I'm so lucky to work with you. I've said it before and I'll say it again that SavvyMoney is just as invested in our success and the success of our members as we are—that is what makes you so special!" Thank you, Kelly and Vantage West Credit Union! Your trust and partnership mean the world to us. Here's to many more years of working together to achieve great things! 🙌💼💙 #WeAreSavvyMoney #Partnership #CreditUnion #Teamwork
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We’re beyond excited to share that SavvyMoney has made it to no. 1976 on the 2024 Inc. 5000 list of the fastest-growing companies in America! 🌟🎉 This incredible achievement reflects our dedication to innovation in fintech and our unwavering commitment to delivering top-notch value for our financial institution partners. We thank our amazing team and partners who have made this milestone possible. 🙌💪 Here’s to continued growth and breaking new ground! 🥂🚀 For more information, click here: https://lnkd.in/eFA6BeBm #SavvyMoney #Inc5000 #Fintech #Innovation #Growth #Milestone #Teamwork
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P1FCU has achieved remarkable results with the help of SavvyMoney’s data-driven strategies. 🚀🔍 Their focused Debt Consolidation Loan campaign brought in 543 new loans, adding up to $7.94 million and increasing personal loan volume by 5%. The impact didn’t stop there—they also opened 142 new credit card accounts and saw 64 digital ad conversions. A strategic email campaign in May added nearly $1 million in new loan volume. 📈✨ Watch the full video to discover how these strategies can drive growth at your institution! 🎥👇 #P1FCU #SavvyMoney #FinancialGrowth #DigitalStrategy #FintechInnovation #CreditUnion #BankingSuccess #LoanCampaigns
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Our newest innovation, Get My Rate, is available now, and we can’t wait to share it with you! Consumers can easily get pre-qualified with personalized rates on a wide range of products, from consumer loans to deposits and secured products. Our platform not only provides curated experiences for sub-prime, near-prime, and prime users, but does this all while encouraging better financial habits for continuous rate and savings improvements. Turn deeper consumer relationships into direct ROI with Get My Rate. Now that’s Savvy! #Banking #CreditUnions #FinancialServices #Lending #Innovation #DigitalTransformation #Finance #FinancialTechnology #ConsumerFinance