TechValidate Research on GreenPath Financial Wellness

103 TechFacts – Page 1 of 4


GreenPath Financial Wellness Customer Satisfaction Rating

Patrick Zarifian, a SVP, Chief Experience Officer at California Credit Union, would be very likely to recommend GreenPath Financial Wellness for this reason:

The partnership with GreenPath has been great since inception, but more importantly the support that we receive from the team is unparalled.

GreenPath Financial Wellness Customer Satisfaction Rating

A Manager at a membership organization would be very likely to recommend GreenPath Financial Wellness for this reason:

Greenpath offers an array of services that are beneficial before a person is in financial trouble or begins to struggle financially. It’s a resource that can help a person become financially stronger so they can obtain the things they want in their future.

GreenPath Financial Wellness Customer Satisfaction Rating

Bunny Tanaka, a Community Relations and Education Professional at Hawaii State Federal Credit Union, would be very likely to recommend GreenPath Financial Wellness for this reason:

The GreenPath staff consistently has the heart to help people to be financially well. GP is always open to collaborating and takes the effort and time to maintain a strong partnership.

GreenPath Financial Wellness Customer Review

4/5 Stars

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

Easy to use, our partners are very easy to get in touch with, excellent training opportunities, and social media templates.

What is the one thing GreenPath could do to improve our partnership with you?

Help us increase employee and member engagement.

GreenPath Financial Wellness Customer Review

5/5 Stars

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

Learning Lab+

What is the one thing GreenPath could do to improve our partnership with you?

not sure

GreenPath Financial Wellness Customer Review

5/5 Stars

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

Having the ability and confidence to refer members to an organization that has a great reputation, empathy, and the ability to help our members through so many facets of their lives.

What is the one thing GreenPath could do to improve our partnership with you?

I don’t feel that anything is missing from our partnership.

GreenPath Financial Wellness Customer Review

5/5 Stars

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

Our GreenPath Partnership is seen as a seamless extension of the credit union by its members. Members set themselves up for future success when using GreenPath.

What is the one thing GreenPath could do to improve our partnership with you?

GreenPath Financial Wellness Customer Statistic

Since partnering with GreenPath, we have seen members/customers who have experienced reduced debt:

82%

GreenPath Financial Wellness Customer Satisfaction

98% of surveyed organizations are likely to recommend GreenPath Financial Wellness.*

98%

Average Rating of GreenPath Financial Wellness Customers

4.5/5 Stars



112 organizations rated their partnership with GreenPath as 4.5 out of 5 stars on average.

GreenPath Financial Wellness Customer Testimonial

What is the greatest impact GreenPath has had on your organization?

We are no longer a credit union that happens to have a focus on financial wellness. We are a financial wellness company that happens to focus on providing the best banking products for our members.

Community Engagement, Non Profit

GreenPath Financial Wellness Customer Testimonial

What is the greatest impact GreenPath has had on your organization?

GreenPath stands in the gap for members who we are not able to help or support. As the person who oversees financial resilience tools for our credit union, GreenPath is one of the best vendors we’ve onboarded.

I also love that GreenPath gives us a tangible example of our commitment to Diversity, Equity, Inclusion, Access and Belonging. Having a tool that is available in hundreds of languages is vitally important for us.

Jon Maroni, Community Engagement, Numerica Credit Union

GreenPath Financial Wellness Customer Testimonial

What is the greatest impact GreenPath has had on your organization?

The credit union has created a partnership from a foundation of loyalty. We are charging off less and losing less members due to the negative impact of bankruptcy or legal accounts.

VP Collections, Medium Enterprise Financial Services Company

GreenPath Financial Wellness Customer Testimonial

What is the greatest impact GreenPath has had on your organization?

The member and staff support. GreenPath does a great job getting in front of our CU staff and sharing resources that can benefit from the member. Going the extra mile to present to staff and provide materials really makes a difference. The Spanish materials are great as well.

Vincent Delgado, Education Outreach Manager, SESLOC Federal Credit Union

GreenPath Financial Wellness Customer Testimonial

Debt Management Plans: Members overwhelmed with debt find much relief in the DMP. They report feeling well supported and are excited for a program to help them get their debts paid off and for one which creditors also help them by reducing interest rate/fees. They report kind and knowledgeable staff have helped them and the burden feels lighter.

Community Engagement, Medium Enterprise Financial Services Company

GreenPath Financial Wellness Customer Testimonial

It is another service that we can offer our members. I love the night and weekend hours for coaching, since my coaching team cannot accommodate the extended hours, so having the GP option is a great benefit to have. Plus if someone needs help immediately they can call GP and not wait for an internal coaching appointment.

Community Engagement, Medium Enterprise Banking Company

GreenPath Financial Wellness Customer Statistic

GreenPath offers an outstanding member/customer experience

99%

GreenPath Financial Wellness Customer Statistic

GreenPath is genuinely concerned about the well-being of our members/customers

99%

GreenPath Financial Wellness Customer Statistic

Our relationship with GreenPath meets the needs and expectations of our organization.

99%

GreenPath Financial Wellness Customer Statistic

GreenPath offers exceptional partner support

99%

GreenPath Financial Wellness Customer Statistic

99% of surveyed organizations agree that GreenPath provides exceptional partner support.

99%

GreenPath Financial Wellness Customer Statistic

Since partnering with GreenPath, 82% of surveyed organizations have seen members/customers who have experienced reduced debt.

82%

GreenPath Financial Wellness Customer Statistic

77% of partners agree that since partnering with GreenPath, they have seen members/customers who have experienced reduced financial stress.

77%

GreenPath Financial Wellness Customer Statistic

99% of surveyed organizations believe their relationship with GreenPath meets the needs and expectations of their organization.

99%

GreenPath Financial Wellness Customer Satisfaction

Our Partners Promote Us

100% of those surveyed are likely to recommend GreenPath Financial Wellness.*

100%

GreenPath Financial Wellness Customer Satisfaction Rating

Theresa Quinonez, CEO at U-1st Community Federal Credit Union, would be very likely to recommend GreenPath Financial Wellness for this reason:

Excellent products that provide our members with the ability to get their life back on track after experiencing life difficulties.

GreenPath Financial Wellness Customer Satisfaction Rating

Anita Stefanovsky, Director of Marketing at Frankenmuth Credit Union, would be very likely to recommend GreenPath Financial Wellness for this reason:

Love the virtual coach.

Average Rating of GreenPath Financial Wellness Customers

GreenPath’s Partners Highly Value the Virtual Financial Coach.

4.5/5 Stars



GreenPath Financial Wellness Customer Satisfaction Rating

Krista Shortess, a Marketer at Educators Credit Union, would be likely to recommend GreenPath Financial Wellness for this reason:

GreenPath makes it easy for the average person to understand and learn to improve their credit score.

GreenPath Financial Wellness Customer Satisfaction Rating

A Manager at a small business financial services company would be very likely to recommend GreenPath Financial Wellness for this reason:

The work they do is truly life-changing and everyone can stand a little nudge in their finances (most everyone).




More Research on GreenPath Financial Wellness