Building a Partnership to Promote Financial Wellness

KOFE works with a variety of organizations to customize our financial wellness program to fit the needs of each audience.

KOFE adapts to your organization and the users you want to reach

Our unique three-pronged approach to education helps users build good financial habits faster. We tailor the platform around your organization and the unique needs of your employees, members, customers, or constituents.

Banks

KOFE provides banks with all the tools they need to meet and exceed CRA requirements in their communities. The program helps existing customers achieve a greater level of stability, and to reach unbanked and underbanked consumers to introduce them to better financial habits.

Banks

KOFE provides banks with all the tools they need to meet and exceed CRA requirements in their communities. The program helps existing customers achieve a greater level of stability, and to reach unbanked and underbanked consumers to introduce them to better financial habits.

Credit Unions

We partner with credit unions to help their members build financial skills that can increase product engagement while reducing the likelihood of account issues and defaults. KOFE is a preferred partner of the National Association of Federally-Insured Credit Unions (NAFCU).

Credit Unions

We partner with credit unions to help their members build financial skills that can increase product engagement while reducing the likelihood of account issues and defaults. KOFE is a preferred partner of the National Association of Federally-Insured Credit Unions (NAFCU).

Employers and EAPs

Financial stress is proven to decrease productivity, distracting employees up to 4 hours per week. KOFE is a top-rated financial wellness benefits program, teaching employees how to effectively manage their finances, to reduce workplace distractions and absenteeism.

Employers and EAPs

Financial stress is proven to decrease productivity, distracting employees up to 4 hours per week. KOFE is a top-rated financial wellness benefits program, teaching employees how to effectively manage their finances, to reduce workplace distractions and absenteeism.

Benefit Providers

A financial wellness program is becoming an essential part of a comprehensive benefits package. Adding KOFE improves employee engagement with the full range of benefits you offer your clients.

Benefit Providers

A financial wellness program is becoming an essential part of a comprehensive benefits package. Adding KOFE improves employee engagement with the full range of benefits you offer your clients.

KOFE White-Labeled vs Co-Branded

White-label

KOFE’s online financial wellness platform can be white-labeled for your company or organization. This allows you to fully brand the platform and tailor the messaging to the needs of your organization and users.

Co-branded

KOFE can also be co-branded with your company or organization, increasing speed to market and allowing you to access the full range of marketing and promotional resources that KOFE offers. The platform can still be customized for your audience.  

Employee Financial Productivity Calculator

When employees worry about money, businesses effectively lose money. This productivity calculator shows what financial stress costs a company, based on the number of employees and average salary.

Employees
US Dollar

Results

Accrording to SHRM (Society of Human Resource Managers) 61% of employeees experience financial stress. In your company that would be…

0 employees



It is also said that out of this 61%, 1 out of 3 employees will spend company time trying to resolve their financial issues. On average, employees will spend 12 hours per month doing that. In your company, that would be…

0 hours



Lack of productivity due to your employees financial issues are costing the company roughly…

$0 per month

 

How does KOFE help foster financial wellness?

Self-paced financial education
  • Allows users to build day-to-day money management skills, such as budgeting, saving, using credit and account management
  • Offers resources to fit a variety of learning styles, including videos, ebooks, and interactive courses
  • Covers trends that are impacting consumer finance through infographics and podcasts
Classroom learning
  • Monthly webinars walk users through current and seasonal topics, from tax prep and back-to-school shopping to affording college and retirement
  • On-site seminars and workshops, as well as customized webinars can be designed for your audience
One-on-one coaching
  • Debt and credit counseling that helps an individual customize a plan to overcome financial challenges
  • Productive coaching that helps people develop budgets and set realistic and achievable goals
  • HUD-certified housing counseling, for homebuyers and homeowners, as well as reverse mortgage counseling for seniors

Learn more about KOFE’s resources »