Turn your mobile app into a growth engine for customer loyalty and revenue

Trusted by top financial institutions to deepen customer engagement and drive measurable ROI.

Add a financial health layer to your existing mobile banking app that uses AI-powered banking products, social finance to help your team cross-sell smarter.

Conversion to Install Rate

Customers who created an account after downloading the app.

Social Finance & Community Engagement.

Educate, support, and engage customers with Reddit-style threads, peer-driven content, and collaborative savings tools.

Encourage daily app use via social goal-sharing, likes, and comments in a familiar, community-driven interface.

Organize posts by life stage or need (e.g., “Student Loans,” “Budgeting Basics”).

Use social feedback tools to drive motivation and accountability around savings goals.

Provide AI-driven financial health reports across all linked accounts with actionable insights.

Auto-generate personalized financial posts and nudges based on user preferences and bank-approved content.

Adapt content and app experiences based on user behavior, goals, and peer interactions.

AI-Powered
Personalization & Insights

Deliver tailored content, real-time analysis, and behavioral recommendations using safe, secure and complaint Gen AI.

Social Finance &Community Engagement.

Educate, support, and engage customers with Reddit-style threads, peer-driven content, and collaborative savings tools.

Cover topics from debt management to major purchases and investing.

Connect users with certified financial advisors through the app.

Tailor sessions using real-time account and goal data.

What Our Partners Had to Say

Innovation-driven projects like this one with Wellthi are critical to our communities. Access to advice is really important, and making sure that everyone has the ability to be able to jump in and learn more. I am so proud of the partnership with Wellthi, an app that will help individuals take charge of their financial future!

Maggie Wall

Head of Diverse Growth Segments

The first time I saw the Wellthi App demo, I knew this was an absolute game-changer for the credit union movement.

Reneé Sattiewhite

President & CEO

Our partnership with Wellthi Technologies aligns perfectly with MoCaFi’s mission to help excluded communities create wealth through better access to public, private, and social capital. The ‘On Our Block’ initiative will bring our banking products and financial programming directly to the neighborhoods that need them most, supporting Black and brown communities in building personalized pathways.

Wole Coaxum

MoCaFi CEO & Founder

Everything we do is to better the community. That is why the partnership with Wellthi and Discover Card are so important as this will better the community we serve in Delaware greatly.

Blanche Jackson

SSCFCU CEO

By partnering with Wellthi Technologies, we are committed to equipping individuals with the resources and knowledge they need to build a better financial future for themselves, their families, their businesses, and the community at large.