FOR BANKS & CREDIT UNIONS
Protect. Retain. Grow.
Our unique built-for-seniors AI platform protects 55+ customers from the latest fraud and scams, while driving wallet consolidation and cultivating the next generation of customers and members.
![header-banks](/static/baf978e089dfe025192460b8e6139008/05155/banks-header.png)
![header-banks](/static/baf978e089dfe025192460b8e6139008/ccb13/banks-header.png)
Protect. Retain. Grow.
Our unique built-for-seniors AI platform protects 55+ customers from the latest fraud and scams, while driving wallet consolidation and cultivating the next generation of customers and members.
Trusted by:
Protect entire families, inside and out — from digital scams, from elder fraud, and those everyday mistakes tied to aging.
Outside threats
Increasingly sophisticated digital fraud, scams, and identity theft
$8.8
BILLION
estimated losses in 2022
INSIDE threats
Simple financial mistakes, missed bill payments, and lack of preparation for crisis
Boost your existing customer experience with full-stack financial safety.
Financial safety made simple
Only what you need to know, when and where you need it
![dashboard-photo](/static/1d521b9520b00452678e4bfa5aaeeda5/f999d/Dashboard.png)
Augment your existing protections with an always-evolving AI built to identify the newest types of fraud
Regular emails catch unusual activity and deliver your customers personalized insights — always co-branded to remind customers you’re there for them.
Every customer gets $1 million in identity theft insurance after signing up, and can activate additional money, credit, home, and document protections over time.
Our Care Agents provide customers 1-on-1 help setting up and resolving issues.
![augmented protections phone](/static/ccd626246b11955c220c962e5e40093c/d0936/phone.png)
WE KEEP AN EYE OUT FOR:
Grow your share of wallet
Dedicated marketing space in each transactional email
Anonymized insights help you understand how and where your customers divide their savings
Accounts added per user, with 2+ institutions average
Carefull members open our emails at 3x the industry average
![grow-wallet](/static/07492351b83cc0ef2bc02ea2e0329f1a/7783e/grow-wallet-3.png)
![grow-wallet](/static/4a4db2b86dda4391cfa24a4c2b9bbfce/f2c13/grow-wallet-2.png)
Grow your share of wallet
Dedicated marketing space in each transactional email
Anonymized insights help you understand how and where your customers divide their savings
Accounts added per user, with 2+ institutions average
Carefull members open our emails at 3x the industry average
![banks-transfer](/static/c6332240510b9ecabc14eee87ddc898e/4de5a/banks-transfer.png)
Capture wealth transfer and cultivate family loyalty with a bridge to next-gen customers.
Trusted Contacts
Co-branded communications build the proactive beneficiary relationships needed to retain assets through moments of crisis. Trusted Contacts can receive read-only alerts that account holders elect to share with them.
Digital Vault
A virtual safety deposit box helps client families securely centralize and share passwords, documents, and emergency contacts
Zero resources to implement. Live in as little as 3 weeks.
Co-branded microsite created entirely by Carefull that showcases the Carefull offering as a free benefit specific for your customers
Weekly-updated financial caregiving content stream to guide audience through unique financial coordination and challenges
A turnkey training & marketing program. Carefull offers compliance-approved webinars and does the work of getting them approved, churns out content and gets it compliance approved quickly
![partner microsite example](/static/2f2614d3552a5510930db1a8adac8450/71bee/microsite.png)
![partner microsite example](/static/0a2b7b4971cfa3b1a952c58e651a1fb7/83ae7/weekly.png)
Effortless Integration
Instant, seamless, and co-branded integration for any institution that uses Q2. Empower your customers to activate Carefull protections right inside your digital banking experience: their assets protected, and your brand at the forefront, all as simple as flipping a switch.
Take it from thousands of happy members, advisors, industry experts, and journalists.
Live
Carefully