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EVERFI From Blackbaud Transforms Consumer Financial Education and Strengthens Banking Customer Relationships With Updates to EVERFI Achieve

EVERFI From Blackbaud Transforms Consumer Financial Education and Strengthens Banking Customer Relationships With Updates to EVERFI Achieve

布萊克波特科技的EVERFI通過更新EVERFI Achieve,轉變消費者金融教育並加強銀行客戶關係。
PR Newswire ·  2024/11/12 17:00

Interactive, mobile-first financial education tool enables financial institutions to deliver critical education to adults in their communities

互動、以移動爲主的金融教育工具使金融機構能夠向成年人提供關鍵教育,從而服務於他們社區中的成人

CHARLESTON, S.C., Nov. 12, 2024 /PRNewswire/ -- EVERFI from Blackbaud, the leader in powering social impact through education, today announced a major evolution of its EVERFI Achieve product, a powerful tool designed to provide just-in-time financial education and elevate financial institutions' relationships with their customers. With a fresh new look, an intuitive mobile-first design, and enhanced personalization features, the revamped Achieve goes beyond basic financial education to empower banks and credit unions in building trust, fostering deeper connections, and enhancing brand loyalty. This innovative platform not only offers a significant return on investment opportunity, but also serves as an essential enhancement to customers during their journey as a real time financial resource, is a powerful customer retention tool, and a versatile resource for CRA compliance and small business employee financial wellness.

南卡羅來納州查爾斯頓,2024年11月12日 / PRNewswire / - Blackbaud的EVERFI,作爲引領社會影響力教育的領導者,今天宣佈其EVERFI Achieve產品的重大進化,這是一個旨在提供隨時隨地的金融教育並提升與客戶關係的強大工具。藉助全新外觀、直觀的移動優先設計和增強的個性化功能,更新的Achieve不僅能夠超越基礎金融教育,還能賦予銀行和信用合作社建立信任、促進更深層次連接和增強品牌忠誠度的能力。這一創新平台不僅提供了重大的投資回報機會,還作爲實時金融資源時客戶旅程中的重要增強,是一個強大的客戶保留工具,還是CRA合規和小型企業員工金融健康的多功能資源。

An August 2024 survey by EVERFI revealed that most adults lack the information and confidence needed to make financial decisions. More than 70% of respondents reported that they feel stressed when making financial decisions, and only one in five felt confident in their current knowledge. Those who have received some form of financial education were more confident in making financial decisions and used a wider range of financial products from their financial institution, but their preferred way of learning varied widely. While most preferred brief (61%), online (64%) education, specific needs differed by demographics and prior financial experience, emphasizing the demand for flexible, tailored, personalized guidance.

EVERFI在2024年8月的一項調查顯示,大多數成年人缺乏做出金融決策所需的信息和信心。超過70%的受訪者表示在做出金融決策時感到有壓力,僅五分之一的受訪者對他們目前的知識感到自信。接受過某種形式的金融教育的人在做出金融決策時更有信心,使用了更廣泛的金融產品,但他們學習的首選方式千差萬別。雖然大多數人更喜歡簡短(61%)、在線(64%)的教育,但根據人口統計信息和之前的金融經驗,具體需求千差萬別,強調了對靈活、定製、個性化指導的需求。

Building on five years of insights and feedback from its vast customer network, EVERFI has reimagined Achieve to help financial institutions deliver even more value to their customers with personalized, relevant content. In addition to a content library of more than 100 topics, 13 new resources have been added to meet bank customer needs, covering important financial topics like home equity loans and lines of credit, inherited IRAs, and how to understand social security benefits and statements. Moreover, financial institutions can now embed strategically placed calls to action that introduce customers to relevant products, services, and other financial coaching opportunities.

基於來自其龐大客戶網絡的五年洞察和反饋,EVERFI重新構思了Achieve,以幫助金融機構通過個性化、相關內容爲客戶提供更多價值。除了擁有100多個話題的內容庫外,還添加了13個新資源,以滿足銀行客戶的需求,涵蓋重要的金融話題如房屋所有權貸款和信用額度、繼承的IRA以及如何理解社會保障福利和報告。此外,金融機構現在可以嵌入戰略性放置的號召行動,向客戶介紹相關產品、服務和其他金融輔導機會。

EVERFI has also released two new Learner Pathways designed to help learners reach a specific financial goal, such as getting out of debt or building an emergency savings fund, with additional topics to come. In each Learner Pathway, users navigate through "just-in-time" financial content followed by a tool and/or calculator that enables the user to enter their own unique data to generate a customized plan. By following a step-by-step plan to achieve a particular financial goal, users can enhance their financial security while fostering stronger relationships with their financial institution.

EVERFI還發布了兩個新的學習路徑,旨在幫助學習者達到特定的財務目標,比如擺脫債務或建立應急儲蓄基金,並將推出更多話題。在每個學習路徑中,用戶瀏覽「及時」財務內容,然後使用工具和/或計算器,讓用戶輸入自己的獨特數據,以生成定製計劃。通過按照逐步計劃實現特定財務目標,用戶可以增強其財務安全性,同時培養與其金融機構更緊密的關係。

New Learner Pathway: Debt Repayment Strategies
More than half of Americans find themselves burdened by personal debt; a reality that has been entrenched more deeply by recent U.S. economic conditions. According to the American Psychological Association's 2023 Stress in America Survey, 77% of Americans report feeling anxious about their financial situation, with 58% of respondents citing debt as the primary stressor. The new Debt Repayment Strategy Pathway offers a structured approach to developing a customized debt repayment plan. The pathway includes three modules: Debt Repayment, which introduces strategies like the avalanche and snowball methods; Debt Consolidation, which helps users learn how to consolidate their debt and determine if combining debts could lower their overall interest rates; and Preventing Overdraft Fees, which provides tips to help avoid unnecessary charges. A final Next Steps module offers guidance on maintaining progress and accessing further financial resources.

新學習路徑:債務償還策略
超過一半的美國人發現自己負擔沉重的個人債務;這一現實在近期美國經濟狀況更加嚴峻的情況下更深入人心。根據美國心理學協會的2023年美國壓力調查顯示,77%的美國人報告感到對自己的財務狀況感到焦慮,其中58%的受訪者將債務列爲主要壓力源。新的債務償還策略學習路徑提供了一個結構化方法,用於制定定製的債務償還計劃。該路徑包括三個模塊:債務償還,介紹諸如雪崩和滾雪球等策略;債務合併,幫助用戶學習如何合併債務,並判斷合併債務是否能降低其整體利率;以及避免透支費用,提供幫助避免不必要收費的提示。最後的下一步模塊提供指導,以幫助保持進展並獲得更多財務資源。

New Learner Pathway: Building My Emergency Savings
Based on a recent survey, 58% of Americans do not have an emergency fund separate from their savings account. The Emergency Savings Learner Pathway offers customers a step-by-step guide to building an emergency savings plan and learning how to save money through savings accounts. Key features include an Emergency Fund Tool, which helps consumers see what amount they need in emergency funds and how long it might take to save that amount, and an Investment Growth Calculator, that helps users see how their money can grow when invested in stocks, mutual funds, or other investments. The Building Emergency Savings Next Steps module provides simple tips to help start and grow an emergency savings plan.

新學習路徑:建立我的應急儲蓄
根據最近的調查,58%的美國人沒有與儲蓄帳戶分開的應急基金。應急儲蓄學習路徑爲客戶提供逐步指南,以建立應急儲蓄計劃並學習如何通過儲蓄帳戶節省錢財。關鍵特點包括應急基金工具,幫助消費者了解他們需要多少應急基金以及需要多長時間才能儲蓄到那筆金額,以及投資增長計算器,幫助用戶看到他們的資金在股票、共同基金或其他投資中投資時如何增長。建立應急儲蓄下一步模塊提供簡單提示,以幫助開始和發展應急儲蓄計劃。

"We completely overhauled EVERFI Achieve based on direct customer feedback to deliver an unrivaled financial wellness experience. Our focus is on impactful, engaging tools designed to foster sustained learning and genuine financial empowerment," said Ray Martinez, president and co-founder, EVERFI from Blackbaud. "Unlike gamification, which drives instant gratification but diminishing long-term engagement, our approach prioritizes personal relevance, goal-setting, and meaningful action planning to ensure lasting engagement and satisfaction."

我們根據客戶直接反饋徹底改造了 EVERFI Achieve,以提供無與倫比的財務健康體驗。我們專注於有影響力、引人入勝的工具,旨在促進持續學習和真正的財務賦權,"來自Blackbaud的總裁兼聯合創始人Ray Martinez表示。"與遊戲化不同,遊戲化帶來即時滿足感,但會降低長期參與度,我們的方法優先考慮個人相關性、設定目標和有意義的行動計劃,以確保持久的參與和滿意度。

EVERFI Achieve offers a unique opportunity for financial institutions to position themselves as a trusted guide in their customers' financial journeys. The mobile-first experience adapts to the diverse needs of modern consumers, and the improved navigation makes it easier for users to find the financial guidance they need right when they need it. The easy-to-customize platform allows financial institutions to embed product offers and incentives directly into the learning experience, effectively tailoring their marketing to specific customer needs. By investing in Achieve, banks and credit unions can demonstrate your commitment to financial well-being, aligning their brand with the values of their community, and making a tangible impact on financial literacy.

EVERFI Achieve 爲金融機構提供了獨特的機會,將自己定位爲客戶財務旅程中的可信導向。這種以手機爲先的體驗適應現代消費者多樣化的需求,改進的導航使用戶更容易在需要時找到他們需要的財務指導。易於定製的平台允許金融機構將產品優惠和激勵直接嵌入學習體驗中,有效地將他們的營銷定製到特定客戶需求。通過投資於 Achieve,銀行和信用合作社可以展示對財務福祉的承諾,使他們的品牌與社區的價值觀相一致,並對財務素養產生實質性影響。

EVERFI has partnered with thousands of financial institutions to reach more than 60 million learners globally. Learn how partnering with EVERFI can help bring this critical education to the next generation and create a scalable, lasting impact:

EVERFI 已與成千上萬金融機構合作,全球各地的超過6000萬學習者。了解與 EVERFI 合作如何幫助將這一關鍵教育帶給下一代,創造可持續、長久的影響:

About EVERFI from Blackbaud
EVERFI from Blackbaud (NASDAQ: BLKB) is an international technology company driving social impact through education to address key societal challenges like financial wellness, mental health, workplace conduct, and more. Founded in 2008, EVERFI has reached millions of K-12 and adult learners worldwide with its transformative digital educational content. Through a unique third-party payer model, EVERFI provides K-12 schools in the U.S. with access to essential educational resources at no cost, ensuring that students everywhere gain vital life skills. Recognized as one of the World's Most Innovative Companies by Fast Company and featured on Fortune Magazine's Impact 20 List and the GSC EdTech 150, EVERFI continues to shape the future of digital learning. To learn more about EVERFI, please visit everfi.com or follow us on Facebook, Instagram, LinkedIn, or X/Twitter @EVERFI.

關於Blackbaud的 EVERFI
Blackbaud(納斯達克股票代碼:BLKB)是一家國際技術公司,通過教育推動社會影響,解決財務健康、心理健康、職場行爲等關鍵社會挑戰。成立於2008年,EVERFI通過其變革性的數字化教育內容已覆蓋全球數百萬K-12和成年學習者。通過獨特的第三方支付模式,EVERFI爲美國的K-12學校提供免費獲得基本教育資源的機會,確保各地學生獲得重要的生活技能。被《Fast Company》評爲世界上最具創新性的公司之一,併入選《財富》雜誌的影響力20強名單和GSC EdTech 150,EVERFI繼續塑造數字學習的未來。欲了解更多關於 EVERFI 的信息,請訪問 everfi.com,或在 Facebook、Instagram、LinkedIn 或 Twitter@EVERFI 上關注我們。

Media Inquiries
Jennifer Edgerly
EVERFI from Blackbaud
[email protected]

媒體查詢
Jennifer Edgerly
布萊克波特科技的EVERFI
[email protected]

Forward-Looking Statements
Except for historical information, all of the statements, expectations, and assumptions contained in this news release are forward-looking statements that involve a number of risks and uncertainties, including statements regarding expected benefits of products and product features. Although Blackbaud attempts to be accurate in making these forward-looking statements, it is possible that future circumstances might differ from the assumptions on which such statements are based. In addition, other important factors that could cause results to differ materially include the following: general economic risks; uncertainty regarding increased business and renewals from existing customers; continued success in sales growth; management of integration of acquired companies and other risks associated with acquisitions; risks associated with successful implementation of multiple integrated software products; the ability to attract and retain key personnel; risks associated with management of growth; lengthy sales and implementation cycles, particularly in larger organization; technological changes that make our products and services less competitive; and the other risk factors set forth from time to time in the SEC filings for Blackbaud, copies of which are available free of charge at the SEC's website at www.sec.gov or upon request from Blackbaud's investor relations department. All Blackbaud product names appearing herein are trademarks or registered trademarks of Blackbaud, Inc.

前瞻性聲明
除歷史信息外,本新聞稿中包含的所有聲明、期望和假設都是涉及許多風險和不確定性的前瞻性聲明,包括關於產品和產品特性預期收益的聲明。儘管布萊克波特科技在發表這些前瞻性聲明時盡力準確,但未來情況可能會與這些聲明所依賴的假設有所不同。此外,可能導致結果有重大差異的其他重要因素包括以下內容:一般經濟風險;對來自現有客戶的業務增長和續約的不確定性;銷售增長持續成功;管理合併公司的整合和其他收購相關風險;成功實施多個一體化軟件產品的風險;吸引和留住關鍵人員的能力;管理增長風險;持續的銷售和實施週期,尤其是在較大機構中;使我們的產品和服務變得不那麼具競爭力的技術變革;並在布萊克波特科技的SEC備案中不時提出的其他風險因素,備案副本可在SEC網址www.sec.gov免費獲取,或向布萊克波特科技的投資者關係部門請求。在此出現的所有布萊克波特科技產品名稱均爲布萊克波特科技公司的商標或註冊商標。

SOURCE EVERFI

SOURCE EVERFI

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