CUNA is now America’s Credit Unions. A stronger voice to advance the credit union industry.
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.
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.
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.
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.
Products & Services
Technology, Growth & Retention
infographics
Goalsetter
July 08, 2024
Discover how credit unions can leverage technology to address these gaps and provide essential financial skills to the next generation.
article
June 17, 2024
Discover how strategic partnerships between fintechs credit unions, and school systems can transform financial literacy for youth, equipping them with essential knowledge and skills for a financially secure future.
May 10, 2024
Learn how technology and digital tools can help revolutionize financial education, making it more accessible, engaging, and relevant.
reports
April 02, 2024
Results show that even among our most academically elite, basic financial education concepts and terms are lacking.
white paper
March 15, 2024
Learn how Goalsetter is helping credit unions engage their current members and the next generation of members.
November 21, 2023
Is your credit union prepared to not only survive but thrive?
on-demand webinar
November 15, 2023
Learn about key challenges – and solutions – for credit unions in the next decade.
case study
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.
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?