Your new growth tool. Designed to bring in customers – and keep them.
The end-to-end financial wellness engine setting the standard on ROI
Paperwork supports your customers at every stage of their financial journey. From budgeting, saving and investing to retirement, insurance and estate planning, Paperwork empowers your customers to achieve peace of mind and improve their financial health.
• Attract more customers
• Foster loyalty
• Boost cross-sell opportunities
All while enhancing your customers’ financial health and augmenting CRA efforts.
“Fully engaged customers bring 37% more annual revenue”
– Gallup
Deepen customer engagement
Keep customers engaged at every stage of their financial journey with a modern financial wellness app that offers personalized, actionable insights.
Increase deposits throughout the year
Boost deposits by helping customers achieve their savings goals and manage their debt, making you their go-to financial partner and primary financial institution.
Boost cross-sell opportunities
Embed your products for powerful cross-sell opportunities – served contextually based on customers’ actual data and behavior, allowing them to seamlessly engage with your banking, insurance, lending, and investment solutions.
Stay ahead of the innovation curve
Attract the next generation of customers and turbocharge your innovation at a fraction of the time and cost with our cutting-edge platform.
Growth essentials to propel your bank forward
Foster loyalty by supporting financial health
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Wellness scoring
Get a real-time snapshot of how you’re doing across all aspects of your financial life
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Digital vault
Convenient hub to organize, access and share financial documents and accounts in one secure place
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Financial visibility
Seamless integration with users’ accounts across institutions, providing them with a holistic view of their finances
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Virtual coaches
Users can schedule one-on-one sessions with financial coaches and wealth advisors for personalized support and advice
Getting started
Our white-label platform is available as a standalone app or embedded into your existing tech. Either way, it's easy to get started with our seamless implementation.
Bank-grade security
single sign-on enabled
Customizable content
Advanced iOS and Android accessibility features
