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Goalsetter

Founded by Tanya Van Court in 2016, Goalsetter is an education-first family finance and technology platform offering credit unions a 360° solution for reaching their next generation of members. A former Nickelodeon and Discovery Education executive, Tanya had a long career trajectory in creating digital products, but it wasn't until her 8-year-old daughter asked for an investment account and a bike for her ninth birthday that she realized her true calling. In that moment, she knew if she could get every kid in America to become a saver and investor instead of a consumer, she could change the world. And so, Goalsetter was born.

How a strategic alliance with Goalsetter benefits credit unions

Goalsetter enables credit unions to cultivate relationships with the next generation today to help them become lifelong credit union members tomorrow. In addition to growing members, Goalsetter helps credit unions to grow deposits as kids grow – and retain those deposits at their own institutions.

By white-labeling the Goalsetter App and partnering with Goalsetter for Goalsetter Classroom, credit unions can engage future members with savings accounts, debit cards, and fun, game-based financial education tools that revolutionize their credit union experience.

Why choose Goalsetter?

Like credit unions, Goalsetter is focused on improving members’ relationships with money through valuable and trusted services. We focus on aligning to the credit union's needs for increased deposits, next-generation membership, and transformational - rather than transactional – relationships. Our commitment to empowering credit unions - rather than competing with them – makes us uniquely positioned to be long-term partners for both credit unions and the communities they serve, because when credit unions succeed, we succeed too.

Goalsetter's award-winning offering has also been recognized as one of the “Finance Brands That Matter” by FastCompany1 and was named the “Best Personal Finance Product” by Fintech Breakthrough Awards2.

Connect with Goalsetter

Talk to one of our CUNA Strategic Services alliance managers to learn more about Goalsetter. We’ll help you identify and evaluate the best solution for your credit union. 

Goalsetter has exclusive pricing and solutions reserved for CUNA Strategic Services and the credit unions and leagues we work with.

1 Goalsetter is the recipient of the Fast Company 2022 Brands That Matter - Finance award published October 25, 2022 for the period of January 1, 2021 through December 31, 2021. Participation in the review is voluntary and requires a fee of $695 USD. Fast Company editors judged each brand on relevancy, cultural impact, ingenuity, and business impact to compile the list.
2 Goalsetter is the recipient of the FinTech Best Personal Finance Product award published March 17, 2022 for the period of January 1, 2021 through December 31, 2021. Participation in the review is voluntary and requires a logo usage fee of $3,000 USD. FinTech Breakthrough’s criteria assess participating personal finance apps on 6 variables: Innovation, Performance, Ease of Use, Functionality, Value and Impact. Awards are awarded based on the opinions of FinTech Breakthrough’s panel of judges.

reports

Are You Financially Smarter Than a 12th Grader?

Goalsetter

April 02, 2024

Results show that even among our most academically elite, basic financial education concepts and terms are lacking.

white paper

Goalsetter: The family finance app for an enhanced banking experience

Goalsetter

March 15, 2024

Learn how Goalsetter is helping credit unions engage their current members and the next generation of members.

article

Credit Unions Can Lead the Era of Digital Disruption

Goalsetter

November 21, 2023

Is your credit union prepared to not only survive but thrive?

on-demand webinar

Positioning Credit Unions for Digital Dominance Rather Than Digital Disruption

Goalsetter

November 15, 2023

Learn about key challenges – and solutions – for credit unions in the next decade.

case study

The Profound Impact of Financial Literacy

Goalsetter

October 04, 2023

Early access to financial literacy can help set up the next generation for success. Find out why credit unions should get involved.

article

Generation Alpha: The Financial Revolution Awaits

Goalsetter

August 24, 2023

Gen Z is reshaping the financial landscape with increased demand for mobile banking and tech-based resources. Is your credit union ready?