Services for Mutual
Financial Organisations

Scroll down to learn more

Why use our platform?

Your commitment to supporting your mutual members goes beyond providing products and services.

Your members need to feel they’re part of a community organisation which helps them grow, so they can make the best choices for their money. They need to see that the financial organisation that they own, and are served by, has their best interests at heart.

Your Financial Wellness provides solid financial education, helping members build confidence and make sound financial decisions. It provides invaluable insights to help you develop better financial options in response to member needs. It’s an insightful, cost-effective service which helps to deliver your organisational values in innovative ways.

Want To Know More?

The Your Financial Wellness program can give your organisation a best-in-class online and mobile solution to help you to educate, engage and connect with members anytime, anywhere.

Contact Us Watch our video

Call Us: + 61 2 8705 5481
Email: info@yourfinancialwellness.com.au

How you benefit

Stronger member relations

Your Financial Wellness can help you deepen member relationships, and increase member investment and engagement with relevant products. Powerful data segmentation informs marketing activity designed to help members and your organisation act on shared goals.

Greater understanding of member needs

Our powerful back end system analyses and segments members based on demographics, member inputs and needs. Our analytics highlight engagement rates which can you can use to create cost-effective products and services. It means you have more resources to meet member needs, so that more resources can be re-invested in the organisation.

Insight-driven opportunities

Combined with your existing member data we can help you unlock and qualify new opportunities to work with members to achieve their goals. You can use the insights gained to develop stronger member relationships as gaps and opportunities arise.

Customised communications

We develop regular communications under your branding, to ensure an ongoing conversation between your members and the services developed for them. It means you can redirect some of your communication resources towards other activities, improving your organisation’s effectiveness and advocacy activities.