Add a virtual financial health companion layer to your existing mobile banking app
AI-powered Personalization & Insights
Triggers personalized insights (incl., product offers) based on customer financial health reports
Goal Based Savings Journeys
Motivate users to achieve their financial goals w/ gamification. Customers set, track, and celebrate savings milestones
Social Community Groups & Feeds
Showcases approved bank content & resources (e.g., calculators) tailored to key life events (e.g., starting a family, divorce). Customers join peer groups configured around needs / bank specific products
Expert Matching & Scheduling
Helps Advisors engage & build personal relationships with customers. Customers book one-on-one consultations with Advisors for tailored advice on products/services
Wellthi partners with industry leaders to offer best-in-class mobile banking innovation
Smart tools and tailored insights designed for sales teams
Personalized for you
Personalized financial content. Including posts, nudges, and bank-approved messaging, tailored to user behavior, goals, and peer interactions.
Smart Financial Reports
Provide AI-driven financial health reports across all linked accounts with actionable insights
Expert Connections
Connect with top influencers and financial experts to gain insights and grow smarter.
Track your Finances
Track your finances effortlessly—monitor spending, manage budgets, and stay in control of your money.
Accelerate your savings
Stay on track by creating, updating, and monitoring your savings goals.
Revenue Generating Opportunities
Configurable opportunities designed to adapt to your unique business model.
Unlock Revenue with Wellthi
Virtual Financial Advisor
To provide offer a hyperpersonalized customer experience to every customer
Emotional loyalty
Customer communities showcase approved bank content & resources (e.g., calculators) tailored to key life events (e.g., starting a family, divorce) to improve acquisition & retention.
Individualized Financial Health Plans
Intelligent nudges encourage customers to act on tailored advice on products/services, AI-powered financial health insights
Successfull transfer
$69.95
Turn data into AUM
Low Cost Deposits
Goal-based journeys motivate users to achieve their financial objectives through gamification and positive peer influence.
Drive Card Volume & Spend
Customer communities showcase approved bank content & resources (e.g., calculators) tailored to key life events (e.g., starting a family, divorce) to improve acquisition & retention.
In-App Subscription Fees
Generate non-interest income with Wellthi perks and special offers for consumers and small businesses
Transforms small teams into a force multiplier
Content Curation
Turn static, underperforming content into snackable social networking content while ensuring compliance and data privacy
Customer Relationship Management
Makes it easy to create, post, optimize and learn how to cross-sell the right problem at the right time
Unique Data Insights
Offer best-in-class martech that provides real-time data insights from customers and industry trends
Launch in weeks
No core integration required
Launch in weeks — No core integration required
- No integration required with bank core processors or cardholder interfaces
- Technical implementation: 4 weeks
- Light integration
- Implementation:Â 8 weeks
- Full integration on-premise
- Implementation:Â 24 weeks
Trusted by innovation-forward institutions
Maggie Wall
Head of Diverse Growth Segments
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!
Reneé Sattiewhite
President & CEO
The first time I saw the Wellthi App demo, I knew this was an absolute game-changer for the credit union movement.
Wole Coaxum
 MoCaFi CEO & Founder
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.
Blanche Jackson
SSCFCU CEO
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.
Bishop T.D Jakes
Chairman at T.D. JAKES
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.
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Wellthi & Citizens Pilot
Citizens and Wellthi partnered to test the effectiveness of social finance in deepening customer relationships for financial advisors and retail bankers.
Users who created an account after downloading the app.
Users who liked, commented, shared, or scheduled an appointment per month
Users who logged-in every 30 days after downloading the app1Â Â
Users who requested and attended a financial advisor appointment
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