Give your people a financial wellness partner they’ll actually use
Whether you want to put your own finance professionals in front of new clients, sponsor a real financial-wellness benefit for your employees, or both — SavingsBox has a partnership built for it.
Full Suite — Professionals & Employees
List your finance professionals in the marketplace and sponsor your own employees, both through one relationship.
Finance Professional Marketplace
Put your CPAs, financial advisors, loan officers, credit counselors, attorneys, and other credentialed professionals in front of consumers actively saving and looking for guidance.
Employer Wellness Program
Sponsor free SavingsBox Premium access for your employees as a real financial wellness benefit.
One partnership, two ways to serve your people
Put your institution’s finance professionals in front of new clients, and give your own employees a financial wellness benefit — coordinated through a single relationship and one partner dashboard.
For Your Professionals
Discoverable, bookable profiles. Real profiles with specialty and live availability — clients book directly, no scheduling back-and-forth.
You control the client cost. Sponsor sessions so they’re free to the client, or let clients book at standard marketplace rates — your institution decides, and it can differ by professional.
Session context, with consent. When a client shares it, your professional receives an AI-generated summary of that client’s savings goals and financial context ahead of the session.
Credential-aware review. Every professional profile is reviewed before it goes live, with support for verifying license status across the relevant public registries.
For Your Employees
Free Premium access, fully sponsored. Every employee you enroll gets full SavingsBox access at no cost to them — a benefit that would otherwise carry a monthly subscription fee.
Maya, the AI financial coach. Personalized, judgment-free guidance grounded in the employee’s own real goals, spending, and debt — not generic content.
Automated saving & debt tools. Round-up savings, recurring auto-contributions, debt payoff tracking, and shared savings goals employees can build with coworkers, friends, or family.
Private by design. Your organization sees enrollment and usage — never an individual employee’s balances, goals, or coaching conversations.
Put your finance professionals in front of consumers who are ready to act
SavingsBox connects your institution’s credentialed professionals with consumers who are actively building savings and looking for real guidance — with your institution setting the terms.
Discoverable, bookable profiles. Real profiles with specialty and live availability — clients book directly, no scheduling back-and-forth.
You control the client cost. Sponsor sessions so they’re free to the client, or let clients book at standard marketplace rates — your institution decides, and it can differ by professional.
Session context, with consent. When a client shares it, your professional receives an AI-generated summary of that client’s savings goals and financial context ahead of the session.
Credential-aware review. Every professional profile is reviewed before it goes live, with support for verifying license status across the relevant public registries.
A dedicated partner portal. See your professionals’ booking activity and a running billing summary in one place.
How it works
Nominate
Identify which credentialed professionals should be listed.
Review
Each profile is reviewed before it appears in the marketplace.
Set your terms
Decide sponsorship level and billing structure.
Go live
Professionals accept bookings; you track activity from the partner portal.
Best fit for community banks & credit unions extending advisory reach, wealth management & planning firms wanting a modern bookable presence, and institutions building out a financial-coaching offering.
Talk to us about the Finance Professional MarketplaceA financial wellness benefit your team will actually use
Most workplace financial-wellness benefits are a webinar, a static portal, or a discount code. SavingsBox for Employers gives every enrolled employee a real product they can use every day, with an AI coach grounded in their own goals — not generic content.
Free Premium access, fully sponsored. Every employee you enroll gets full SavingsBox access at no cost to them — a benefit that would otherwise carry a monthly subscription fee.
Maya, the AI financial coach. Personalized, judgment-free guidance grounded in the employee’s own real goals, spending, and debt — not generic content.
Automated saving & debt tools. Round-up savings, recurring auto-contributions, debt payoff tracking, and shared savings goals employees can build with coworkers, friends, or family.
Private by design. Your organization sees enrollment and usage — never an individual employee’s balances, goals, or coaching conversations.
A simple employer portal. See your enrolled roster, usage activity, and a running billing summary in one place.
How it works
Decide who to enroll
Your whole team, a group, or a set number of seats.
Choose your billing
Pay based on usage, or lock in a fixed annual rate.
Share the enrollment link
Employees redeem a code and get instant access.
Track engagement
Real enrollment and usage numbers, in one portal.
Open to any organization, of any size or industry — SavingsBox for Employers isn’t limited to financial-sector employers.
Talk to us about Employer WellnessTrust your program is built on
Every SavingsBox account runs through the same verification and security standards, so your organization never has to build or vouch for this infrastructure yourself.
Real identity verification
Every consumer completes identity verification through Stripe Identity before any money moves.
Bank-grade payments infrastructure
Payments and bank connections run through leading, PCI-compliant financial infrastructure. SavingsBox never stores a card or bank account number directly.
Ongoing compliance screening
Every account is screened against sanctions and adverse-media watchlists at enrollment and on a recurring basis.
Read-only bank connections
Linked bank accounts are read-only for coaching and insights — no funds move without the user’s explicit action.
Optional biometric lock & two-factor login
Every user can enable Face ID / Touch ID app-lock and two-factor authentication at no extra cost.
Every professional is manually reviewed
Every finance professional is reviewed before they can accept bookings, with support for license/registration checks (NMLS, FINRA BrokerCheck, state bar, and more).
Read the full details in our Privacy Policy and Terms of Service.
Let’s talk about your program
We’ll walk through enrollment, sponsorship terms, and billing together — no commitment required for the conversation.
Email partnerships@thesavingsbox.com