CREDIT UNIONS - LET’S GO! 🚀 Unlock a turnkey solution with co-branded, comprehensive financial wellness tools your members will love. Keep them coming back, boost loyalty, and fuel sustained growth. The only financial wellness platform you'll need to ensure the future is bright for you and your members! Book a demo today: https://lnkd.in/gvgVs4nQ #happyfriday #creditunions #financialwellness
Paperwork
Technology, Information and Internet
Oakland, California 1,919 followers
Financial wellbeing for everyone.
About us
Paperwork partners with banks, credit unions and other financial institutions to help their members track and improve their financial health with personalized financial health scoring and actionable, data-driven insights. With two-thirds of Americans still financially vulnerable, traditional financial literacy and education programs are not effective enough. Paperwork leverages mobile technology and fintech advancements to provide a highly engaging financial wellness program that uses customer data to drive personalized and actionable insights focused on improving financial outcomes. Our enterprise-grade financial wellness program is comprehensive, personalized and measurable - ensuring that together we can deliver the impactful financial wellbeing and peace of mind your members deserve.
- Website
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https://www.paperwork.co
External link for Paperwork
- Industry
- Technology, Information and Internet
- Company size
- 2-10 employees
- Headquarters
- Oakland, California
- Type
- Privately Held
- Founded
- 2019
- Specialties
- legacy planning, estate administration, personal financial planning, financial management, document management, and document storage
Locations
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Primary
2201 Broadway
Suite 705
Oakland, California 94612, US
Employees at Paperwork
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Ian Cohen
Founder & CEO at Lokker.com | Data Privacy | Financial Services
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Tony Steuer, CLU, LA, CPFFE
Changing the way we think about money | Best Selling Author | Podcaster | International Financial Preparedness Advocate | FinTech Advisor
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Scott Mount
Co-founder & Designer of Products | Advisor | Mentor
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Kevin Cimring
Co-founder and CEO at Paperwork
Updates
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Nothing speaks louder than the words of our users. It inspires us to keep innovating and delivering the best experience possible for credit unions and their members. 🚀 #membersuccess #financialwellness #peoplehelpingpeople
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🔑 Financial coaches are well placed to build trust within #creditunions. They demystify complex financial concepts, making them accessible and understandable for everyone. 💵 By covering essential topics like budgeting, debt reduction, and savings strategies, financial coaches empower members to make informed decisions, fostering long-term #financialwellness. 💡 Discover how to efficiently leverage #financialcoaching for the benefit of your credit union and its members: https://lnkd.in/gTtrYgHm
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By leveraging innovative technologies in personal finance, credit unions can provide members with actionable and personalized financial wellness solutions that tangibly improve their financial health. Read about five key technologies that should be included in your financial wellness program: https://lnkd.in/grvveGSX #FinancialWellness #CreditUnions #Fintech #DigitalTransformation #FinancialHealth
Five technology advances that improve members’ financial wellness — Paperwork
paperwork.co
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Our CEO, Kevin Cimring, was a guest on the VentureTech podcast. Give this quick interview a listen to learn more about how Paperwork powers credit union growth through its comprehensive financial wellness platform. #CreditUnions #FinancialWellness #FinancialLiteracy
In an age where competition spans beyond traditional banks to include giants like Amazon and Apple, how can credit unions strengthen their position? Join us for an engaging conversation with Kevin Cimring, CEO of Paperwork, as he discusses the evolving landscape of financial services. Discover how Paperwork's financial wellness platform empowers credit unions to bolster member financial well-being, driving both growth and engagement. Hear about Baxter Credit Union (BCU)'s success story, where the integration of Paperwork's mobile app has significantly improved members' financial health. This app not only assists in budgeting and retirement planning but also seamlessly incorporates the credit union's products and links with other financial tools, enhancing member satisfaction and streamlining acquisition processes. Dive into this insightful episode to learn how Paperwork allows credit unions to support members in reaching financial stability. Listen now! https://lnkd.in/guJSaZMu #FinancialWellness #CreditUnions
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Are you a #creditunion looking to improve engagement with #financialwellness resources? Look no further! 🚀 Paperwork's modern and engaging program covers all aspects of personal finance, delivering fresh and dynamic content that keeps members coming back for more. Discover how we can transform financial literacy for your members. Book a consultation today! https://lnkd.in/d6dSNr_B #FinancialLiteracy #EmployeeWellness #PersonalFinance
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By helping members manage their financial lives more effectively, #creditunions can encourage higher deposits and boost cross-sell opportunities across the full spectrum of personal finance. Learn how a comprehensive #financialwellness program can elevate the member experience and boost your credit union’s growth: https://lnkd.in/eQuCTuhF
Leading with financial wellness to improve the member experience — Paperwork
paperwork.co
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Financial coaching is rising in popularity. For #creditunions, this presents a not-to-be-missed opportunity to deepen member relationships. Discover how leveraging financial coaching can be a key growth strategy for your credit union while boosting the #financialwellbeing of your members. Read more here: https://lnkd.in/gTtrYgHm #financialcoaching #financialwellness
The crucial role of financial coaching in credit union growth — Paperwork
paperwork.co
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Paperwork is the only financial wellness platform that includes tools specifically designed to help #creditunions ignite their SEG relationships! Deliver a financial wellness program that: ▪ Provides co-branded onboarding for SEGs at scale ▪ Resonates with both employers and employees ▪ Attracts more members through valuable employee benefits ▪ Includes a launch playbook for HR teams to ensure widespread adoption ▪ Provides marketing collateral, nurture emails, and ongoing analytics ▪ Enhances overall employee financial health, reduces stress and boosts productivity Discover how Paperwork's proven program can transform your SEG relationships and drive engagement today! Schedule a consultation here: https://lnkd.in/d6dSNr_B
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Credit unions are securing their future growth by embracing fintech partnerships, an industry trend that is creating operational efficiencies and enhancing the member experience. Learn how fintech partnerships can help your credit union harness the power of technology to deliver exceptional value and service to your members: https://lnkd.in/gQsX9irm #creditunions #fintech #innovation
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