Reimagine Your Branch Experience

with Wellthi's Virtual Branch Technology

Reimagine YourBranch Experience

with Wellthi's Virtual Branch Technology

Wellthi offers a game-changing Virtual Advisor Technology app tailored for lowering branch costs, driving low-cost deposits, and maximizing billion dollar opportunities with under 45 consumers.

Wellthi’s patent-pending tech is designed to drive engagement and growth, as the ultimate virtual branch letting you embed the power of social and community influence in your mobile experience.

Built with your brand, voice and vision, financial institutions and organizations can use Wellthi to service large groups of customers at scale for a fraction of the cost.

Deepen Customer Relationships, Close More Accounts

Wellthi is the ideal solution for delivering valuable financial learning, and tools to your customers, members, and community. By transforming your mobile banking app into a hub of financial empowerment, Wellthi deepens relationships at a fraction of the cost of traditional bank or credit union branches.

Deepen Customer Relationships, Close More Accounts

Wellthi is the social finance software that lets you embed the power of social and community influence in your mobile application. Built with your brand, voice, and vision, financial institutions can use Wellthi to deepen customer relationships at a fraction of the cost.

Play Video

Virtual Advisor Module

Service large groups of people with similar financial goals by turning long-form content into snackable social media posts that drive group engagement and customer retention

Best in Class Content Management System, Powered by Salesforce

Small and mighty teams can create unique & compliant digital experiences exclusive to your financial institution ensuring differentiation & speed to market, all while protecting IP, data & customer relationships.

Gamified Savings Goals

Drive low cost deposits and assets under management.

Social Feeds

Leverage the virility of social networking to attract and retain millennial, Gen Z and multicultural customers in their preferred method

Unique Data Insights

Wellthi Data Insights Help You Personalize the Member Experience & Capitalize on Cross-Selling

Key Features

Play Video

Virtual Advisor Module

Service large groups of people with similar financial goals by turning long-form content into snackable social media posts that drive group engagement and customer retention

Best in Class Content Management System, Powered by Salesforce

Small and mighty teams can create unique & compliant digital experiences exclusive to your financial institution ensuring differentiation & speed to market, all while protecting IP, data & customer relationships.

Gamified Savings Goals

Drive low cost deposits and assets under management.

Social Feeds

Leverage the virility of social networking to attract and retain millennial, Gen Z and multicultural customers in their preferred method

Unique Data Insights

Wellthi Data Insights Help You Personalize the Member Experience & Capitalize on Cross-Selling

Community, Content And Engagement Drive Everything​

134 million Americans don’t want to bank at a bank and prefer getting their financial information on social media because it’s where they are.

The Wellthi app is the perfect solution to acquire and retain the high-performing Millennial and Gen Z segment.

Wellthi helps you cultivate relationships and data power while driving low-cost deposits from this valuable consumer base.

Plus, Wellthi retains and sustains customers, tapping into the MilZ $2.8 trillion buying power and tomorrow’s $68 trillion wealth transfer.

Be At The Forefront Of America's $68 Trillion Wealth Transfer

The younger generation banks differently than older generations. Over 80% of millennials and Gen Z intentionally seek financial advice from social networking platforms, not traditional banks or financial advisors.

Wellthi can help you service this digitally native segment in their preferred method safely, securely and cost effectively in English and Spanish.

Cultivate & Capture the High Performing milZ’s $3T Purchasing Power Now to Capture Baby Boomers Wealth Transfer to Come.

Be at the forefront of America's $68 Trillion Wealth Transfer

The younger generation banks differently than older generations. Over 80% of millennials and Gen Z intentionally seek financial advice from social networking platforms, not traditional banks or financial advisors.

Wellthi can help you service this digitally native segment in their preferred method safely, securely and cost effectively in English and Spanish.

Cultivate & Capture the High Performing milZ’s $3T Purchasing Power Now to Capture Baby Boomers Wealth Transfer to Come.

Why do younger customers love wellthi?

Wellthi offers a safe space to talk about your finances.

Engaging fINANCIAL hEALTH content

Exclusive Perks & Discounts

Set, Track & Manage Your Financial Goals with Peers & Trusted Experts

Save and Spend with Wellthi wallet

Engaging fINANCIAL hEALTH content

Exclusive Perks & Discounts

Set, Track & Manage Your Financial Goals with Peers & Trusted Experts

Save and Spend with Wellthi wallet

Conversion to Install Rate
0 %

Users who created an account after downloading the app

Engagement Rate
0 %

Users who liked, commented, shared, or scheduled an appointment per month

Retention Rate
0 %

Users who logged-in every 30 days after downloading the app  

Lead Conversion Rate
0 %

Users who requested and attended a financial advisor appointment

 Results shown yielded from a pilot executed in Q2-3, 23 in the US.

Conversion to Install Rate
0 %

Users who created an account after downloading the app.

Service Guarantee
0 %

Users who liked, commented, shared, or scheduled an appointment per month

Retention Rate
0 %

Users who logged-in every 30 days after downloading the app 

Retention Rate
0 %

Users who requested and attended a financial advisor appointment

 Results shown yielded from a pilot executed in Q2-3, 23 in the US.

Looking Ahead

Discover the latest in product innovation on the Wellthi road-map. From financial literacy gamification to content digital optimization in real-time built on engagement analysis. Wellthi technology is always evolving.

Your Thoughts

Let’s elevate your banking experience together. Schedule a call or share your thoughts. Wellthi’s tools are designed to bring your customers, friends and family together in collaboration. We would love to collaborate with you on the best solution.

Looking Ahead

Discover the latest in product innovation on the Wellthi road-map. From financial literacy gamification to content digital optimization in real-time built on engagement analysis. Wellthi technology is always evolving.

Your Thoughts

Let’s elevate your banking experience together. Schedule a call or share your thoughts. Wellthi’s tools are designed to bring your customers, friends and family together in collaboration. We would love to collaborate with you on the best solution.

Wellthi & Citizens Win 2024 BISA Technology & Innovation Award

“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! Through this community and support, Wellthi will demystify important topics to help those individuals confidently take the first financial step.”

Maggie Wall

Head of Diverse Growth Segments

Get Wellthi,
Your Customers
will thank you later