Be there for your members in a digital-first age
Paperwork helps credit unions support their members in moments of need and beyond – empowering them to build financial stability and achieve their goals.
This is what modern member engagement looks like
With powerful, personalized engagement and nurture capabilities, Paperwork helps you build meaningful relationships with your members – assessing their unique circumstances, anticipating their needs, and growing awareness of key services to help them improve their financial wellbeing.
Expanding opportunity through financial wellness
Our solutions help you put financial wellness at the center of your growth strategies, as financial health translates into loyalty, satisfaction, and growth amongst your member base.
Why Paperwork?
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Set the gold standard for member experience
Meet and exceed members’ increasingly demanding expectations regarding service agility, seamlessness, and convenience.
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Expand your digital footprint in financial wellbeing
Revitalize your brand with a forward-thinking, easy-to-use app that delights members, supports their financial wellness, and builds awareness of products they haven’t yet utilized.
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Offer financial cohesion in a landscape of noise
Our technology allows you to holistically support your members’ financial wellbeing from a single mobile app – distinguishing your presence in an increasingly saturated marketplace.
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Improve your financial wellness program strategy
Paperwork’s measurement, attribution, and analytics capabilities improve how you can report on the success of your team’s investment in member financial wellness.
What to expect from a partnership with us
In partnering with Paperwork, you can expect a robust range of impactful benefits, like:
Offering an innovative, co-branded platform that puts you back at the cutting edge in serving members and helps you keep pace with digital-first industry disruptors
A flexible, everyday solution that strengthens your brand equity and positions you as a front-of-mind authority in members’ everyday financial decisions
Educational resources that drive measurable, tangible improvements in members’ financial health–ultimately increasing customer lifetime value
Easy implementation as a co-branded solution that can both complement existing services and be embedded into your existing tech
Ready to partner?
Paperwork offers flexible, enterprise-grade financial wellness technology that is easy to implement and scale.
Co-branded mobile application
Designed for light-touch implementation
Tailored path and modules
Robust APIs powering CRM and marketing campaigns
Bank-grade security
Single sign-on enabled
Leverages iOS and Android accessibility features
Straightforward pricing tailored for enterprise
Paperwork is dedicated to making financial health accessible to all
Let’s work together to help your members secure a better financial future. Request a demo to see how easy it is to get started.