Turn your sales team into a force multiplier
From brick and mortar to intelligence: Let’s reimagine how you interact with your customers
Financial Services
Wellthi helps you curate a customer community of savers, investors and borrowers within your mobile banking app.
Affinity Groups
We want to make your card top-of-wallet. Our payment solutions are designed to help you drive volume and spend.
Data & Analytics
You know that you are sitting on a treasure trove of customer data. Utilize Wellthi’s content management and curation system to unlock it faster.
Our services are designed for businesses of all sizes
Software Development Kit
Remittance Wallet
Payment Solutions
Mobile App
Community Engagement
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: 8 weeks
- Full integration on-premise
- Implementation: 24 weeks
Hear what our clients are saying
Our clients are at the heart of everything that we do. With Wellthi, you can expect a lasting relationship and excellent service.
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.
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.
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.
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.
Bank Journey
The process for opening a bank account may vary slightly depending on the bank. However, the general steps involved in opening a bank account.
Configure
Complete onboarding survey to customize the user experience. Recruit bank staff to feature in-app. Set brand parameters. Provide bank-approved content.
01
Train
Launch the live app to the public. Approve staff profiles & prototypes. Attend an onboarding & training workshop. Participate in friends & family testing.
02
Launch
App drives member engagement, deposit growth, and cross-sell opportunities.
03
Customer Journey
The process for opening a bank account may vary slightly depending on the bank. However, the general steps involved in opening a bank account.
Join
You promote Wellthi to target segments via email & marketing campaigns. Customer links accounts, sets savings goals, & invites peers.
01
Learn
Wellthi AI delivers: Tailored financial tips, Actionable recommendations, Personalized savings nudges, and Goal tracking reminders.
02
Act
Wellthi provides personalized product & service offers like Deposit accounts, Credit and debit cards, Wealth management services, In-app subscriptions & transactions, and loans.
03
Here’s how it works Customer Journey
The process for opening a bank account may vary slightly depending on the bank. However, the general steps involved in opening a bank account.
Join
You promote Wellthi to target segments via email & marketing campaigns. Customer links accounts, sets savings goals, & invites peers.
01
Learn
Wellthi AI delivers: Tailored financial tips, Actionable recommendations, Personalized savings nudges, and Goal tracking reminders.
02
Act
Wellthi provides personalized product & service offers like Deposit accounts, Credit and debit cards, Wealth management services, In-app subscriptions & transactions, and loans.
03
Wellthi partners with industry leaders to offer best-in-class mobile innovation
Compliance & Cybersecurity
Wellthi is SOC 2, Type 2 certified and American Disablities Act (ADA) Compliant and U.S. Data Privacy Compliant. Our virtual branch offers a seamless way for your team to automate identity verification and account oversight to prevent fraud securely and cost-effectively without sacrificing the member experience.
