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.
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
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.
WE KEEP AN EYE OUT FOR:
Unusual recurring charges from politicians and marketers
Unwanted donations to charities or organizations
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 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
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
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.
Carefull was easy to set up, and notifications can be adjusted to my level of concern. It gives me peace of mind that my bank accounts and credit cards are protected.
Jane B.
Carefull Member
Carefull’s alerts give me visibility into potential fraud impacting my clients, and helps alleviate stress for individuals who are responsible for a loved one’s finances as well as their own.
Jessica Searcy Kmetty
President & CEO
Searcy Financial Financial Services
Live
Carefully