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IMPROVIING CREDIT UNION MARKET SHARE

Cultivate next generation relationships.

Goalsetter is an education-first family finance and technology platform, offering credit unions an innovative, engaging solution to reaching their next generation of members.

Through Goalsetter’s unique take on financial education and engagement, credit unions can engage future members, boost deposits with savings accounts, debit cards, and create brand loyalty with fun, game-based financial education tools that revolutionize the members’ credit union experience.

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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.

GOALSETTER SOLUTIONS

Creating stronger family finances.

Goalsetter app

Saving and smart spending tools for the entire family, including ground-breaking game-based financial education tied directly to your credit union’s features. The Goalsetter app features youth banking with parental controls to deepen your credit union’s familial ties, engaging financial education to excite young people about credit unions, and “Learn to Earn” milestones to build smart financial behaviors.
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Goalsetter classroom

Complementing the Goalsetter app is Goalsetter Classroom, which offers school systems a one-of-a-kind classroom education program that includes videos, quizzes and a robust curriculum for middle and high schools, mapped to national financial education standards.

Goalsetter partners with credit unions to bring Goalsetter Classroom to the communities and school systems they serve.

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PROVEN SOLUTIONS

Goalsetter in action

91%
One in ten families say they prefer learning financial education through Goalsetter over classroom learning.
47%
Students using Goalsetter reported a 47% growth in financial aptitude.
83%
Students using Goalsetter’s educational platform achieved an 83% mastery of financial concepts.

THE RIGHT SOLUTION FOR YOUR CREDIT UNION

A financial empowerment platform for the whole family.

This isn’t just financial education, this is financial empowerment – for current members, future members, and the credit unions serving them. With Goalsetter, credit unions can secure deposits that are retained on their balance sheet, grow membership, and improve the financial lives of entire families. Credit unions can also benefit from:

  • Co-branded youth debit cards with integrated education elements
  • High-quality financial education content
  • Deeper familial connections, strengthening long-term membership
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GOALSETTER RESOURCES