TechValidate Research on GreenPath Financial Wellness

These pages present data that TechValidate has sourced via direct research with verified customers and users of GreenPath Financial Wellness. TechValidate stands behind the authenticity of all published data. Learn more »

164 Customers Surveyed

1,368 Data Points Collected

40 Published TechFacts

7 Published Charts

1 Published Case Study

Selected Research Highlights

GreenPath Financial Wellness Case Study

Membership Organization


This case study of a membership organization is based on a February 2021 survey of GreenPath Financial Wellness customers by TechValidate, a 3rd-party research service. The profiled organization asked to have their name blinded to protect their confidentiality.

“Help our members afford their monthly payments and avoid delinquency or even worse charge off.”


The business challenges that led the profiled organization to evaluate and ultimately select GreenPath Financial Wellness:

  • Why they partnered with GreenPath:
    • Members/customers were struggling with their finances
    • Out of a desire to support/provide financial literacy resources to the community

Use Case

The key features and functionalities of GreenPath Financial Wellness that the surveyed organization uses:

  • Using the GreenPath Financial Wellness Program in the following areas:
    • Collections
  • GreenPath offerings/capabilities:
    • Financial Counseling: Very Important
    • Debt Management Plan (DMP): Very Important
    • Partner Center Access (Marketing Materials): Very Important
    • Educational Resources such as CheckRight, Worksheets, on-line courses, PowerPoint Presentations, Workshops, etc.: Very Important
    • Staff Resources – Staff Training, Toolkits, Job-Aids: Very Important


The surveyed organization achieved the following results with GreenPath Financial Wellness:

  • After partnering with GreenPath, they saw a positive impact within 7-12 months on members/customers and their financial institution.
  • Partnering with GreenPath Financial Wellness, they have enhanced their ability to:
    • Support members/customers in reaching financial goals
    • Develop stronger relationships with members/customers and improve member/customer satisfaction
    • Improve collection results
  • Level of agreement with the following:
    • GreenPath offers exceptional partner support: strongly agree
    • GreenPath offers an outstanding member/customer experience: strongly agree
    • partnering with GreenPath has improved their financial institution’s performance: strongly agree
    • partnering with GreenPath has improved staff engagement: strongly agree
    • GreenPath is genuinely concerned about the well-being of their members/customers: strongly agree
  • Benefits their members/customers have experienced since partnering with GreenPath:
  • Reduced financial stress
  • Increased savings
  • How they would describe their GreenPath partnership?
    • Reliable
    • Good value for the investment
  • GreenPath Financial Wellness Customer Review

    4.5/5 Stars

    What is the largest benefit to your financial institution that has come out of the GreenPath partnership?

    Another layer of service to members. We feel that we can confidently recommend GreenPath without negative member feedback from poor quality service or high cost.

    GreenPath Financial Wellness Customer Research

    GreenPath’s Financial Counseling Services Rated as Very Important to Mission of Partnering Organizations

    Nearly 90% of GreenPath’s credit union, banking partners cite that GreenPath’s trusted financial counseling is very important to the mission of their organization.

    Very Important Important Neutral Not Important

    Financial Counseling
    Debt Management Plan (DMP)
    Partner Center Access (Marketing Materials)
    Educational Resources such as CheckRight, Worksheets, on-line courses, PowerPoint Presentations, Workshops, etc.
    Staff Resources - Staff Training, Toolkits, Job-Aids

    GreenPath Financial Wellness Customer Satisfaction Rating

    A Community Engagement Representative at an educational institution would be very likely to recommend GreenPath Financial Wellness for this reason:

    It’s been a pleasure working with the GreenPath team. They care about our members and are truly mission driven. Their dedication to improvement and innovation makes them a wonderful partner.

    GreenPath Financial Wellness Customer Research

    Nearly 90% of Organizations Enter into Partnership with GreenPath to Support their Customers who are Struggling with Finances

    Credit unions, banks and employers cite the following reasons for partnering with GreenPath:

    Desire to approve more loan applicants
    Members or customers struggling with their finances
    High delinquency rates on loans/credit cards
    In-house team unable to provide counseling services (no time/not financially viable)
    Staff in need of financial wellness resources
    Dissatisfied with previous financial wellness provider
    Competitors offering financial wellness resources
    Desire to support/provide financial literacy resources to the community

    More to Explore

    About GreenPath Financial Wellness

    GreenPath Financial Wellness is a national nonprofit that believes that financial health is a path to achieving dreams. It means having stability and freedom. Having options and being able to work toward your goals. Maybe that’s a bigger home. Or a different job. Or a better school for your kids. It’s different for each of us, but taking control of day-to-day financial choices is the foundation for creating more opportunities. Because our dreams are that much closer when we’re financially healthy.

    GreenPath Financial Wellness Website   GreenPath Financial Wellness Website