Paperwork unveils new financial wellness platform at BISA 2022

At this year's BISA Annual Convention, Paperwork unveiled its white-label financial wellness platform for the enterprise.

“The comprehensive platform is designed to help credit unions and other financial institutions empower their members to build financial stability and achieve their goals”, said Kevin Cimring, CEO of Paperwork. “We decided to unveil the offering at BISA given the great mix of banking, credit union and CUSO executives in attendance. The reaction has been extremely positive.”

Scott Mount, Paperwork’s Chief Product & Experience Officer agreed: “Financial institutions are realizing that to truly move the needle when it comes to financial wellbeing, they need to offer their members more than basic financial literacy content and courses. Our platform provides personalized, actionable guidance that helps people take steps to tangibly improve their financial lives.”

After testing the platform with consumers for the better part of a year, and adding key enterprise features like single-sign on capability and top-level security, Mount says the company is excited to be in a position to partner with the financial services industry. “It’s another big step  forward in our mission of ‘Financial wellbeing for everyone’”, he says.

For more information about Paperwork’s financial wellness platform, please contact us at bizdev@paperwork.co.