SavvyMoney

A great event is measured by the conversations you have—and COCC Amplify delivered.

We enjoyed spending time with financial institution leaders, partners, and industry peers discussing the future of digital banking and how personalized financial experiences can help consumers make smarter financial decisions.

If you didn't get a chance to connect with us at the booth, we'd love to meet with you! https://hubs.ly/Q04l7n070

For many consumers, their home is their largest financial asset—but it's often the one they understand the least.

SavvyMoney's 𝗛𝗼𝗺𝗲 𝗩𝗮𝗹𝘂𝗲 & 𝗘𝗾𝘂𝗶𝘁𝘆 solution helps eligible homeowners see their estimated home value, available equity, and equity trends directly within the digital banking experience they already use. No extra apps. No data entry. No additional friction.

For financial institutions, that visibility creates new opportunities to engage consumers with relevant home lending, refinance, and HELOC offers at the moment interest is highest.

Because better insights lead to better financial decisions.

Learn more: https://hubs.ly/Q04k_wSK0

Last week, SavvyMoney was proud to serve as the exclusive Diamond Sponsor at 𝗟𝗲𝗻𝗱𝗶𝗻𝗴 𝗧𝗲𝗰𝗵 𝗟𝗶𝘃𝗲 in Palm Desert. A highlight of the event was seeing our President & CEO, JB Orecchia, join industry experts to discuss the trends, technologies, and consumer expectations shaping the next generation of lending experiences.

Thank you to Origence and everyone who connected with our team. We're excited to continue helping financial institutions create more personalized, engaging financial experiences for consumers.

Want to discuss the future of lending? Let's have a conversation! https://hubs.ly/Q04kNQnQ0

Austin, TX delivered.

A big thank you to everyone who stopped by the SavvyMoney booth at 𝗤𝟮 𝗖𝗢𝗡𝗡𝗘𝗖𝗧 ’𝟮𝟲 and to our partners who spent the week with us.
We enjoyed connecting with financial institutions, sharing ideas, and discussing what's next for digital engagement and financial wellness.

We were also proud to sponsor Q2’s Customer Appreciation Party, Rock the Block, and celebrate an incredible week! Thank you, Q2 - we’re excited for what’s ahead!

Didn’t get a chance to stop by our booth? Connect with us! https://hubs.ly/Q04k9cnd0

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𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻 𝗶𝘀 𝗻𝗼 𝗹𝗼𝗻𝗴𝗲𝗿 𝗮 𝗻𝗶𝗰𝗲-𝘁𝗼-𝗵𝗮𝘃𝗲 - 𝗶𝘁'𝘀 𝗮 𝗴𝗿𝗼𝘄𝘁𝗵 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆.

Our new 𝟮𝟬𝟮𝟲 𝗚𝗿𝗼𝘄𝘁𝗵 𝗣𝗹𝗮𝘆𝗯𝗼𝗼𝗸 explores how financial institutions can turn data-driven personalization into measurable results, including stronger engagement, increased loyalty, higher conversion rates, and sustainable loan and deposit growth.

Discover the six principles helping FIs compete more effectively in today's digital-first environment.

Download the eBook: https://hubs.ly/Q04jRQrP0

🌈 𝗖𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗶𝗻𝗴 𝗣𝗿𝗶𝗱𝗲 𝗠𝗼𝗻𝘁𝗵 𝗧𝗵𝗿𝗼𝘂𝗴𝗵 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀𝗵𝗶𝗽 🌈

At SavvyMoney, we believe creating a more inclusive financial industry starts with listening, learning, and showing up for the communities we serve.

As a 𝗽𝗿𝗼𝘂𝗱 𝗼𝗿𝗴𝗮𝗻𝗶𝘇𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗽𝗮𝗿𝘁𝗻𝗲𝗿 of CU Pride, we're honored to support their mission of advancing LGBTQ+ visibility, advocacy, and belonging throughout the credit union movement. Through this partnership, we're continuing to foster meaningful conversations, share resources, and help create environments where everyone feels welcomed, respected, and empowered to thrive.

Learn more about CU Pride and their mission: https://hubs.ly/Q04jP4yd0

We're proud to share that SavvyMoney has been named the winner of the 𝟮𝟬𝟮𝟲 𝗕𝗮𝗻𝗸𝗶𝗻𝗴 𝗧𝗲𝗰𝗵 𝗔𝘄𝗮𝗿𝗱 𝗳𝗼𝗿 𝗕𝗲𝘀𝘁 𝗘𝗺𝗯𝗲𝗱𝗱𝗲𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻! Our team members accepted the award last night at Fintech Futures' ceremony in New York City.

This recognition reflects our commitment to helping financial institutions deliver personalized financial experiences that empower consumers to improve their financial health while driving deeper engagement and stronger relationships.

𝗧𝗵𝗮𝗻𝗸 𝘆𝗼𝘂 𝘁𝗼 𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗶𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗶𝗼𝗻 𝗽𝗮𝗿𝘁𝗻𝗲𝗿𝘀 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗦𝗮𝘃𝘃𝘆𝗠𝗼𝗻𝗲𝘆 𝘁𝗲𝗮𝗺 𝗳𝗼𝗿 𝗵𝗲𝗹𝗽𝗶𝗻𝗴 𝗺𝗮𝗸𝗲 𝘁𝗵𝗶𝘀 𝗮𝗰𝗵𝗶𝗲𝘃𝗲𝗺𝗲𝗻𝘁 𝗽𝗼𝘀𝘀𝗶𝗯𝗹𝗲.

Read more: https://hubs.ly/Q04jn18m0

Another busy week on the road for the SavvyMoney team!

We’ll be onsite next week at three industry events:
• 𝗤𝟮 𝗖𝗢𝗡𝗡𝗘𝗖𝗧 ’𝟮𝟲 — 𝗝𝘂𝗻𝗲 𝟭-𝟯 — 𝗔𝘂𝘀𝘁𝗶𝗻, 𝗧𝗫
• 𝗟𝗲𝗻𝗱𝗶𝗻𝗴 𝗧𝗲𝗰𝗵 𝗟𝗶𝘃𝗲 ’𝟮𝟲 — 𝗝𝘂𝗻𝗲 𝟮-𝟰 — 𝗣𝗮𝗹𝗺 𝗗𝗲𝘀𝗲𝗿𝘁, 𝗖𝗔
• 𝗖𝗢𝗖𝗖 𝗔𝗺𝗽𝗹𝗶𝗳𝘆 — 𝗝𝘂𝗻𝗲 𝟯-𝟱 — 𝗠𝗼𝗵𝗲𝗴𝗮𝗻 𝗦𝘂𝗻, 𝗖𝗧

If you’ll be attending any of these events, we’d love to connect and share how leading financial institutions are driving engagement, growing loans and deposits, and building stronger consumer relationships through personalized digital experiences.

Let’s connect onsite! Schedule a meeting with us below:
• Q2 CONNECT ‘26: https://hubs.ly/Q04j6DyV0
• Lending Tech Live ‘26: https://hubs.ly/Q04j6P1Q0
• COCC Amplify: https://hubs.ly/Q04j6LlG0