Improving the Financial Health of Military Personnel
Military personnel dedicate their lives to protecting our country, a noble cause that deserves our support. To assist credit unions in serving these community members, let’s explore Paperwork tools that are tailored to their unique needs.
Specialized products and services greatly benefit military members. While Paperwork is designed to aid all credit union members, features like document organization, emergency contacts, educational modules, and goal tracking are particularly helpful for those in the military.
Account and Document Organization
The high-risk nature of military careers necessitates meticulous organization of important financial documents. This includes keeping track of bank accounts, insurance policies and estate planning details to ensure that these vital documents are easily accessible to loved ones or trusted advisers in times of need.
The Paperwork Organizer is a comprehensive solution, enabling users to link accounts and upload documents or photos into well-organized categories. Acting as a secure digital vault with bank-level security, it ensures that all crucial information is safely stored and easily accessible.
For military members, this organization provides not just convenience but also peace of mind, knowing that their financial matters are in order and accessible amid the uncertainties of their profession.
Emergency Contacts
In conjunction with document organization, it's vital for military members' loved ones to access key documents during emergencies. Our emergency contact feature lets users designate friends or family members as emergency contacts, granting them access to these documents when necessary.
Users maintain full control over document access, including setting specific conditions under which emergency contacts can view the information. This ensures that, even in incapacitation, a predetermined protocol protects the user's privacy while providing necessary access to emergency contacts.
Bite-sized Education and Tracking
Acknowledging the demanding and unpredictable schedules of military personnel, our financial wellness solution offers flexibility and efficiency. Bite-sized learning modules deliver personalized financial advice in concise, manageable segments, enabling military members to gain valuable financial knowledge in just minutes a week.
Our mobile-first approach also ensures that members can track their financial goals and receive timely reminders and alerts, keeping them informed and proactive about their financial health regardless of their location.
About Paperwork
Many credit unions have embraced financial wellness initiatives focused on educational content. However, the evolving needs of military personnel call for more dynamic, interactive solutions that address their specific challenges.
Paperwork delivers a personalized and modern experience through an easy-to-use app, making financial health management accessible for all. We're committed to enhancing member engagement for credit unions, particularly those serving our esteemed military members. If you’d like to see the difference Paperwork can make in your credit union’s member engagement, schedule a demo today.