Credit Union Partnerships
We Want to CU Smile
At Smile Money, we share a vision with credit unions: empowering people to achieve financial well-being while strengthening communities.
Let’s align our purpose to drive meaningful change—because financial wellness isn’t just a service; it’s a movement!
Why Credit Unions and Smile Money Are a Perfect Match
Jason Vitug, Smile Money founder, began his career with credit unions. He’s a big advocate of non-profit financial cooperatives.
- Shared Purpose: Credit unions champion financial inclusion and member-centric values. Smile Money enhances this mission with tools and programs designed to create happier, financially secure communities.
- Scalable Impact: From your employees to your members, our financial wellness solutions offer tailored, scalable benefits that meet the diverse needs of your organization.
- Enhanced Engagement: Empower your teams and members with knowledge, confidence, and actionable strategies for financial independence, fostering loyalty and long-term success.
“Financial education can be fun and educational at the same time. It can also deepen member relationships that support credit union growth. Let us show you how.” Jason Vitug
How We Support Your Mission
We believe financial education is an opportunity for growth, not just a must-have resource.
- Enhance your member loyalty
- Grow your community outreach
- Deepen SEG relationships
Financial education should be fun, engaging, and entertaining. But it should also lead to membership growth and increased loan volume.
Why? Because people need solutions, not just information.
Our focus is unique, giving you the resources needed to become the guides on your member’s financial journey.
Partnership Opportunities Tailored for Credit Unions
Together, we can make financial wellness more accessible, engaging, and impactful for your members, employees, and the communities you serve.
“Financial education can be fun and helpful for the members and it can also grow your membership and support your credit union’s goals. Let us show you how.” Jason Vitug
Academy Access
Our Smile Money Blueprint—a signature course focused on financial independence—is available for your employees and members. Go beyond budgeting and debt reduction to inspire a bolder vision for financial freedom.
- Bulk Memberships: Offer discounted access to our premium financial wellness academy. Perfect for credit unions looking to reward employees or provide value-added benefits to members and Select Employer Groups.
Wellness@Work Programs
Our unique approach combines financial education with wellness practices, making every session engaging and transformative.
- Smile Money Academy Access: Enroll your team or members in our comprehensive financial wellness course.
- Interactive Workshops: Host engaging “Breakfast Clubs” or “Lunch and Learns” on budgeting, financial planning, and work-life balance.
- Creative Wellness Activities: Combine financial lessons with fun, wellness-oriented activities such as Yoga Financial Flow, Beer Budgets Bowl, Ax Me Money Things, or Walk to FI (financial independence).
- Team Retreats: Empower your high performers with immersive experiences designed to recharge, reduce burnout, and inspire overall wellbeing.
- Seminars and Workshops: Provide actionable, in-person, or virtual sessions on topics like debt management, saving for the future, and achieving financial goals.
Community Impact and Outreach
Credit unions are the backbone of their communities. Together, we can make a bigger impact.
- Custom Wellness Events: Create bespoke financial wellness events tailored to your community’s unique needs, from live author book signings and readings to workshops with vetted social financial influencers.
- Educational Seminars: Strengthen your local presence by hosting free or low-cost financial education events in partnership with us.
- Brand Collaboration: Co-create impactful campaigns or sponsor content highlighting your commitment to financial literacy and wellness.
Content Licensing
Bring Smile Money’s expertise directly to your members and employees. Access our:
- Expertly crafted email series
- Financial wellness articles
- Video tutorials
- Comprehensive guides
- Workbooks and ebooks
You can position your credit union as a trusted resource for financial growth and empowerment.
Proven Results
- Boost Engagement: Our programs drive increased employee satisfaction and member loyalty.
- Foster Growth: Equip your community with financial skills that lead to long-term success.
- Amplify Purpose: Reinforce your credit union’s mission of improving financial well-being for all.
We’re Your Unique Wellness Partner
Our deep understanding of credit unions and support of the movement means we understand your values and able to support your mission.
Let’s collaborate to empower your team, engage your members, and strengthen your community.
Send a message
Partner with Smile Money and align your credit union with a movement changing lives.
