Financial Wellness
Empower healthy financial habits
Customers are looking for every financial edge they can find. Improve the financial wellbeing of your customers by making everyday spend management smarter.
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Streamline everyday spend management
Deliver a seamless way for your customers to capture, organize, and securely store all of their financial documents, including receipts, invoices, and more without the headache of manual entry. It's as easy as a click of a button. Literally!
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Help customers understand their spending
Leverage our AI-powered data, surface predictive insights and tips to help your customers understand their spend and develop healthier spending habits. “I spent how much on pumpkin spice lattes?!”
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Address customers' needs with what they need, when they need it
Know your customers' life stage and financial needs to proactively improve their financial health and wellness. Know when your customers are starting a business, growing their family, buying a home, or saving for future travel. Provide tailored investment advice, products and services. They'll think you've read their minds.
Hear from our customers
“Not only does Sensibill provide
easy-to-use tools to help members with budgeting, warranties and returns, and taxes, but our members also gain greater visibility into their finances, spending habits, and behaviors, empowering them to make better financial decisions. This solution is a strong addition to our financial wellness program and will benefit members throughout the community.”
— Leigh Anne Bentley, Chief Marketing Officer
Leaders Credit Union
