FinanceYOU
Tim Hagen
FinanceYOU is an education platform that helps credit unions in banks educate their customers through a financial platform that educates as well as engages to build business. This platform is designed to provide financial information in a simplistic format that engages as well as Engages with customers. In addition to the platform, a customized assessment is utilized to ascertain customer financial needs. Last, a coaching course is provided on an unlimited basis to customers teaching frontline staff how do use coaching to advise clients. All three of these components help organizations engage with their customers and members to expand business opportunities.The platform is private labeled to credit unions and banks further driving the organizations brand while providing a unique feature but also builds online traffic and search engine optimization.
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