For Fintech Companies

Embedded financial education solutions that spur growth

Drive growth and enhance the value of your product with embedded financial education. Partnering with SmartPath enables you to offer targeted education to your users and then leverage the data to drive business objectives and deepen customer relationships.

Embedded financial education solutions that spur growth

Enhance your technology with SmartPath

Identify New Revenue Opportunities
Earn Customer Loyalty
Offer Financial Expertise that Complements Your Product
Gain Key User Data to Inform Your Sales Strategy

Product Features

SmartPath Learn
Example SmartPath Learn webinar screenshot
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Live classes

Live classes are offered daily at various times to accommodate busy schedules. Your employees can't attend in real-time? Don't worry! We have a complete on-demand video library accessible 24/7.

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Fully automated

Personalized class recommendations based on employee demographics are delivered bi-weekly via email or SMS text. All we need is an eligibility file to get started.

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Employee insights

Leverage comprehensive data to ensure your benefits are positively impacting employees.

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Available in Spanish

The entire user experience is now accessible in Spanish, including the product platform, communications, and our most popular live and on-demand classes.

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Highly qualified

Licensed professionals who are obligated by their fiduciary duty to act in the best interest of your employees.

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Our team has at least 15 years of experience each—that’s over 100+ years combined.

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Our coaches are available seven days a week across the United States.

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Your employees will work with the same coach every time they call. Their SmartPath coach gets to know them and their financial goals and challenges, ensuring they receive consistent, personalized advice.

SmartPath Coach
SmartPath Product - Talk to an Expert

Let's talk!

Are you ready to enhance your platform or consumer-facing app?
Talk to Sales