Your commitment to supporting your mutual members goes beyond providing products and services.
Your members need to feel they’re part of a community organisation which helps them grow, so they can make the best choices for their money. They need to see that the financial organisation that they own, and are served by, has their best interests at heart.
Your Financial Wellness provides solid financial education, helping members build confidence and make sound financial decisions. It provides invaluable insights to help you develop better financial options in response to member needs. It’s an insightful, cost-effective service which helps to deliver your organisational values in innovative ways.
The Your Financial Wellness program can give your organisation a best-in-class online and mobile solution to help you to educate, engage and connect with members anytime, anywhere.
Email: info@yourfinancialwellness.com.au
Your Financial Wellness can help you deepen member relationships, and increase member investment and engagement with relevant products. Powerful data segmentation informs marketing activity designed to help members and your organisation act on shared goals.
Our powerful back end system analyses and segments members based on demographics, member inputs and needs. Our analytics highlight engagement rates which can you can use to create cost-effective products and services. It means you have more resources to meet member needs, so that more resources can be re-invested in the organisation.
Combined with your existing member data we can help you unlock and qualify new opportunities to work with members to achieve their goals. You can use the insights gained to develop stronger member relationships as gaps and opportunities arise.
We develop regular communications under your branding, to ensure an ongoing conversation between your members and the services developed for them. It means you can redirect some of your communication resources towards other activities, improving your organisation’s effectiveness and advocacy activities.
“We can now help our members so much better by understanding their goals and aspirations. Our members being better served and we’re putting financial wellness into action.”Leanne Harris, General Manager LCU
Your information is always protected online and only accessible by you and anyone who has your permission. Your Financial Wellness follows top-industry practices to ensure your privacy and security:
Secure Technology: Your Financial Wellness follows top industry standards for transmitting sensitive financial data. Just like banks, we use 256-bit secure socket layer technology (SSL) so your organisation’s information is fully protected.
Data Protection: Your Financial Wellness’s data is housed 100% in Australia and is guarded 24/7. We understand how important top cyber-security measures are in protecting your data. Our servers are housed in facilities that use biometric checkpoints, multiple key lock entry and constant video surveillance.