In this video, Maegan and Wes use The Opportunity Coach.
Financial Health Tools
That Drive Member Growth
Our tools don’t just educate—they activate. The Opportunity Finder connects families directly to credit unions for real-life solutions, while The Opportunity Coach helps them build the confidence and credit they need to qualify for your products and services. By meeting people where they are, and guiding them toward financial stability, these tools turn viewers into members, and values into measurable growth for your credit union.
The Opportunity Coach
The Opportunity Coach is our newest financial health tool, designed to make financial wellness accessible to everyone. In partnership with LifeCents, we bring the power of financial guidance directly to our audience and beyond.
This innovative tool guides users through a comprehensive financial health assessment, providing personalized advice, connecting them to valuable resources, and offering practical financial tools to support their journey towards financial stability and growth.
With the accountability that The Opportunity Coach provides – through financial education, resources, gamification and goal setting – users are able to make systematic changes in their everyday financial lives.
The Opportunity Finder
The Opportunity Finder is a search tool featured in Opportunity Knocks. Families in the series use it to find local credit unions and nonprofits to unlock opportunities in their lives. Viewers have access to the same tool to replicate the success!
It's behavioral designed to engage consumers by focusing on the individual's needs, not credit union product names. To "keep more of their money" the user is connected to a credit union to "pay less for their car"- refinance!
The Opportunity Finder contains nearly 20,000 community-based nonprofits that help users find everything from utility and childcare assistance, to resume building- and of course credit card consolidation at your credit union.
The first barrier for most Americans looking for help is lack of knowledge about resources. The second is the lack of time. The Opportunity Finder solves both!
In this video, Season One families learn about The Opportunity Finder.