Meet your MONEY Coach 👩‍🎤
Bolder for Credit Unions

Become a Bolder Credit Union

Provide members and their families with top-class financial coaching to help them unlock their financial potential, pay down debt, and build wealth.

Use Bolder to deepen member relationships, retain deposits, and attract new family accounts.

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Your Members are Suffering in Silence

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52

%

of Americans have cried at some point in their life because they didn’t have enough money

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77

%

Of consumers say money worries keep them up at night

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19

m

Americans struggle with shopping addiction

All my friends are doing so much better with money, I feel like a failure 😔
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How do I tell my family about my credit card debt!? 🫣
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I feel so guilty about my shopping, but I can’t stop...😬
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Don't take it from us, hear it from them

We mean serious business and want the best results from all of our bolder members. Real users, real success stories.

We’re Your Secret Superpower

We provide thoughtful financial guidance and support so that your members become more confident financial citizens.
Increase Client Deposits

Coaches help consumers to increase their participation in financial products - save more, invest more frequently

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Expand Product Sales

Coaches help consumers to increase their participation in financial products - save more, invest more frequently

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Better
Lending

Offer financial coaching as part of loan issued, to ensure consumers are able to payback, and reduce possibility of default

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Capture Declined Pipeline

Bolder Money coaches clients that don’t qualify for a product or loans, helping them improve their financial circumstances and return

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Acquire New Customers

From women, to underbanked, and new 1099 customers. Offering Bolder Money as a perk for business or personal accounts

How Bolder works

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STEP 1

Client matches with their coach, based on their goals and needs.

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STEP 2

Client completes 1:1 onboarding, and establishes goals with coach.

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STEP 3

Coach creates a plan, and guides client via chat messaging to take action.

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STEp 4

Client has access to expert content, and money masterclasses when they want to learn more.

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STEP 5

Coach checks-in with client regularly to make sure their making progress to achieve their goals.

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Deliver real, meaningful impact for members

We combine practical financial guidance with behavioral and emotional support to help you achieve your goals.
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More confident and financially literate customers.
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Wealthier, and actively participating in wealth building.
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Achieving their financial, and life goals.
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Making full use of financial products available to them.
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Access to personalized guidance, with less work for you.

A differentiated, profitable model

We combine practical financial guidance with behavioral and emotional support to help you achieve your goals.
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More deposits, and profits.
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More engaged customers using more financial products, more deeply.
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Acquire emerging, and underbanked customers.
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Retain customers, and compete against fintechs and neobanks.
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Real impact on community, and position your institution at the forefront of financial wellness and financial literacy.
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Reach out to discuss how we can help your members

Provide members and their families with top-class financial coaching to help them unlock their financial potential, pay down debt, and build wealth.
Use Bolder to deepen member relationships, retain deposits, and attract new family accounts.