Carefull

STRENGTHENING CREDIT UNION MEMBER ENGAGEMENT

Protect members from fraud. Deepen next-generation relationships.

Carefull exists to put financial care into financial services, with solutions to help credit unions protect older members from fraud, increase familial engagement, and retain deposits in the event of a wealth transfer.

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HOW DEBBIE DRIVES MEMBERSHIP

Rewarding smart financial behaviors, connecting Gen Z with credit unions.

Debbie is an online platform that primarily helps younger consumers build smart financial behaviors. Every time a Debbie user reaches a financial milestone, they receive a cash reward that can only be accessed through a credit union account. The platform streamlines membership applications to unlock those rewards, bringing instant deposits and members to your credit union.

CAREFULL SOLUTIONS

Protect vulnerable members. Engage and attract new members.

Carefull for members

This holistic suite of solutions safeguards older adult finances with an elder-specific account, identity, credit and home title monitoring, and up to $1 million in identity theft insurance. In addition, younger family members can receive support and education to help navigate the challenges of elder care – helping credit unions gain a “share of family” in addition to share of wallet.
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Carefull for wealth advisors

Carefull Pro enables advisors to offer a white-glove experience when providing Carefull’s service to both aging members and the next generation that supports them. Through their wealth advisor, members get enhanced visibility, coordination, and peace of mind that their assets are safe and secure with the same AI-powered service safeguards provided directly to members.

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PROVEN SOLUTIONS

Carefull in action

10% Reduction
Drop deposit churn by up to 10% with deeper familial relationships.
3/1
Deliver three net-new warm member leads per member protected.
300 Hours
Save hundreds of hours per year in member support.
“Carefull stood out because it is so different from back-of-house fraud solutions and offers so much more than just credit monitoring or identity solutions. It was a no-brainer.”

- Paul Gentile, President / CEO Merck Employee Federal Credit Union

THE RIGHT SOLUTION FOR YOUR CREDIT UNION

Protect existing members while cultivating new ones.

Augment your credit union’s existing fraud protections with an always-evolving AI built to identify the newest types of fraud. When you work with Carefull, your members also benefit from:

  • Real-time money monitoring
  • Smart bill and payment alerts
  • Customizable updates

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CAREFULL RESOURCES