MDT Partner Program – Premier Partner Profile: SavvyMoney

SavvyMoney is an MDT Partner Program Premier Partner turning credit insights into personalized pre-qualified offers and equips financial institutions with the analytics to increase engagement, grow deposits, and expand lending relationships.

As part of the MDT Partner Program, we’re highlighting Premier Partners helping credit unions improve efficiency and better serve their members.This quarter, we’re featuring SavvyMoney, the financial wellness platform built for growth.

SavvyMoney is more than a platform — we’re your partner in growth. We help financial institutions turn credit insights into action, delivering personalized financial wellness, deeper engagement, and measurable ROI through a fully integrated experience.

With 70+ integrations, a 93% NPS, and white-glove support from our team of experts, we make it simple to launch, grow, and thrive — all while empowering your members and customers to do the same.

Products:

  • Credit Score: Real-time credit insights, education, and tools that drive engagement & strengthen loyalty.
  • Financial Wellness: Give members a clear path forward with Financial Checkup, score simulators, goal tracking, and personalized education.
  • Cross-Sell Opportunities: Deliver personalized offers to the right member at the right time with an embedded experience.

Learn more about LiveSurvey in the MDT Ecosystem (MDT Compass login required)

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