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SavvyMoney

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
SavvyMoney
Score 0.0 out of 10
Small Businesses (1-50 employees)
SavvyMoney is a Financial Services CRM and financial-wellness platform that enables banks, credit unions, and fintech companies to deliver credit-score insights, personalized offers, and account-opening journeys within digital banking. It combines consumer credit education and monitoring with analytics designed to identify lending, deposit, and relationship-growth opportunities.N/A
Pricing
SavvyMoney
Editions & Modules
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Offerings
Pricing Offerings
SavvyMoney
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
No
Entry-level Setup FeeNo setup fee
Additional Details—
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Best Alternatives
SavvyMoney
Small Businesses
Affinity CRM
Affinity CRM
Score 9.2 out of 10
Medium-sized Companies

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Enterprises

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User Testimonials
SavvyMoney
ScreenShots

SavvyMoney Screenshots

Screenshot of loan origination, from the customer side. These systems have become a critical component for banks to improve their lending efficiency and deliver a superior customer experience. They automate and streamline the entire loan application process, from initial inquiry to final disbursement.Screenshot of of an oline account opening. This allows customers to create bank accounts digitally without visiting a branch. It involves digital applications, remote identity verification, and electronic document submission, offering convenience while reducing operational costs for banks.