For Fintech

Embedded Financial Education

You're making a difference, but your customers still have questions. SmartPath allows you to offer them targeted education without ever leaving your platform.

How It Works

Trigger

Define an end goal, then set events to activate experiences.

Engage

Your users interact with an embedded education experience.

Report

Get detailed results and insights via our secure API.

What's Your Trigger?

We've found people want education and support at specific times. Identify your event and desired outcome and let us do the rest.

New user onboarding

Credit increase or decrease

Savings balance increase

Portfolio value increase or decrease

Missed payment

Low balance

Large purchase

Now Let's Engage

Our conversational UI is interwoven with engaging videos and generates actionable recommendations, creating a truly personalized experience for users.

Here's Your Data

Our API allows you to receive realtime engagement insights and responses from your users. You can then leverage this data to drive business objectives and deepen customer relationships.

Exceptional results for extraordinary need.

Education in action drives change. Our numbers speak for themselves.

User Adoption: 32%
Experience Completion: 81%
Helpful Rating: 88%

What You Get

Customizable education experiences with videos, professional guidance, product recommendations and email followups

Basic branding customization

Real-time API reporting

Detailed user profile and response information

Available Add-ons

Telephonic access to fiduciary financial coaches & advisors

Custom classes just for your users

Access to weekly SmartPath community classes

White-labeling and complete custom branding

Ready to learn more?

Let us show you how we can drive user engagement and trust with just-in-time financial education.