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.

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header-banks

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:

mass-mutual
tcb
Nationwide
Cetera
CN
Bristol

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

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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.

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WE KEEP AN EYE OUT FOR:

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Unusual recurring charges from politicians and marketers

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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-wallet
grow-wallet

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

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
partner microsite example

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.

effortless

Take it from thousands of happy members, advisors, industry experts, and journalists.

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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

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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

Searcy Financial logo
Live Carefully

Live

Carefully

Carefull Corporation

132 West 31st Street, 9FLR

New York, NY 10001

1 (833) 836-0050

hello@getcarefull.com

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