TechValidate Research on GreenPath Financial Wellness

103 TechFacts – Page 3 of 4


Average Rating of GreenPath Financial Wellness Customers

GreenPath Achieves High Partner Satisfaction

4.5/5 Stars



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

GreenPath Financial Wellness Customer Statistic

Members Increase Financial Health and Confidence

68% of surveyed Financial Institutions confirmed that since partnering with GreenPath, their members/customers have experienced increased financial health and confidence.

GreenPath Financial Wellness Customer Statistic

Members Reduce Financial Stress

76% of surveyed Financial Institutions confirmed that since partnering with GreenPath, their members/customers have experienced reduced financial stress.

76%

GreenPath Financial Wellness Customer Fact

GreenPath’s Positive Impact

Through partnering with GreenPath Financial Wellness, Alpena Alcona Area Credit Union has enhanced their ability to:

  • Support members in reaching financial goals
  • Develop stronger relationships with members and improve member satisfaction
  • Increase payback of member debt through debt management plans
  • Improve collection results
  • Mitigate risk of charge-offs and bankruptcies
  • Reduce strain on staff resources
  • Provide impactful financial literacy resources to staff and members

GreenPath Financial Wellness Customer Fact

GreenPath’s Positive Impact

Through partnering with GreenPath Financial Wellness, Palmetto Citizens Federal Credit Union has enhanced their ability to support members in reaching financial goals, develop stronger relationships with members and improve member satisfaction, increase payback of member debt through debt management plans, and provide impactful financial literacy resources to staff and members.

GreenPath Financial Wellness Customer Fact

Outstanding Member Experience

City Co FCU strongly agrees that GreenPath offers an outstanding member experience.

GreenPath Financial Wellness Customer Fact

GreenPath Delivers a Strong ROI

Together Credit Union strongly agrees that partnering with GreenPath has improved their financial institution’s performance.

GreenPath Financial Wellness Customer Statistic

66% of surveyed organizations are using the GreenPath Financial Wellness Program in their Marketing departments.

66%

GreenPath Financial Wellness Customer Fact

GreenPath’s Positive Impact

Through partnering with GreenPath Financial Wellness, Independent Bank has enhanced their ability to support customers in reaching financial goals, develop stronger relationships with customers, improve customer satisfaction, and provide impactful financial literacy resources to staff and customers.

GreenPath Financial Wellness Customer Testimonial

It is great to have a known partner to refer customers to that are struggling.

Rus Halsey, Manager, Independent Bank Corporation

GreenPath Financial Wellness Customer Satisfaction Rating

Rus Halsey, a Manager at Independent Bank Corporation, would be very likely to recommend GreenPath Financial Wellness for this reason:

A great organization with a great mission!

GreenPath Financial Wellness Customer Satisfaction Rating

Why GreenPath?

A Training & Education Representative at a Credit Union Partner would be very likely to recommend GreenPath Financial Wellness for this reason:

GreenPath is very much aligned with our values and offers a variety of resources to help members achieve financial wellness. I also feel like GreenPath can be trusted.

GreenPath Financial Wellness Customer Statistic

66% of surveyed organizations are using the GreenPath Financial Wellness Program in their Marketing.

66%

GreenPath Financial Wellness Customer Statistic

75% of surveyed organizations partnered with GreenPath out of a desire to support/provide financial literacy resources to the community.

75%

GreenPath Financial Wellness Customer Satisfaction Rating

Aimee Morris, a Manager of Marketing & BD at Coosa Pines FCU, would be very likely to recommend GreenPath Financial Wellness for this reason:

I have worked with the program long enough to know that you have our credit union’s members’ best interest at heart. Also, the articles, posts, etc. are easy to market to members, making my job a little easier. GreenPath also offers many opportunities to learn more about the programs you provide and how to share them with members.

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 Satisfaction Rating

A COO at a medium enterprise banking company would be very likely to recommend GreenPath Financial Wellness for this reason:

GreenPath is the best provider of a combination of online member education with free, personalized expert financial and credit counseling.

GreenPath Financial Wellness Customer Satisfaction Rating

Rose Evers, a Training & Education Specialist at Our Credit Union, would be very likely to recommend GreenPath Financial Wellness for this reason:

Confidential and quality information and help. There is no judgment or shaming. The track record for success is awesome.

GreenPath Financial Wellness Customer Satisfaction Rating

A Community Engagement Representative at a medium sized credit union would be very likely to recommend GreenPath Financial Wellness for this reason:

GreenPath offers a variety of resources to help with different financial situations and helps to guide you on your financial journey. I truly feel that GreenPath has your best interest at heart and is able to provide not only the counseling but different educational opportunities with the articles, blogs, webinars, and podcasts. No matter how you learn there is something for you available to help guide you.

GreenPath Financial Wellness Customer Satisfaction Rating

Vernon Clevenger, a CEO at Ferguson Federal Credit Union, would be very likely to recommend GreenPath Financial Wellness for this reason:

The cost of service is reasonable and the quality of staff is high and well trained.

GreenPath Financial Wellness Customer Satisfaction Rating

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

We have had all positive feedback from our members who have participated in this program.

GreenPath Financial Wellness Customer Satisfaction

99% of surveyed financial institution partners are likely to recommend GreenPath Financial Wellness.*

99%

GreenPath Financial Wellness Customer Testimonial

Being able to refer to a third-party partner that is able to cement the financial literacy information we told them is the greatest impact GreenPath has had on our organization. Sometimes I think people are a bit suspect of the financial industry. When you have an agency say the same information, it’s very powerful. The member begins to trust the industry again.

Jackie Urban, Manager, Altra Federal Credit Union

GreenPath Financial Wellness Customer Testimonial

We have 2 certified CU financial counselors on staff but neither has time to dedicate to members. We can give suggestions or guidance but GreenPath can provide the detail we cannot.

CEO, Membership Organization

GreenPath Financial Wellness Customer Testimonial

The greatest impact for my role is a story of when I referred a leader to GP. GP was able to help her with a debt management plan saving her $600 per month. I have referred several members for help with building their credit as well and have gotten great feedback!

Melisa Horn, Business Development Executive, Southern Security Federal Credit Union.

GreenPath Financial Wellness Customer Testimonial

I have learned a great deal about personal financial management while marketing GreenPath to members. GreenPath provides many educational resources and marketing tools that are easy to use, especially the social media posts. GreenPath staff are easy to contact and very responsive.

Aimee Morris, Manager of Marketing & BD, Coosa Pines FCU

GreenPath Financial Wellness Customer Testimonial

We are better able to assist our members through financial difficulties, budgeting, and are able to give them an avenue to reduce NSF fees, delinquency, and create budgets.

Manager, Small Business Banking Company

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?

A partner that we can rely on, someone we know has our members best interests at heart. They are an extension of our own, in house financial counselors.

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?

We can now help members that we couldn’t help before due to their credit or debt. Even if we can’t help them by offering them a loan, we can help them through a referral to Greenpath and get them back on track with their finances so we may be able to help them later down the road.

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?

Having a debt management plan for our members that is easily set up. One of my members left my office and in 30 minutes she had a workable plan for her consumer debt. She was so happy.

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




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