Bring Finmagix to the people you already serve.
Credit unions, community banks, employers, and CFP advisors all reach people who deserve plain-language financial thinking but won't get it from a glossy app or a $250k minimum. We work with each differently. No commission strings. No data resale. Same kind voice across every deployment.
Credit unions
Offer Finmagix as a member benefit. Members get a quiet, thorough thinking tool; you get a differentiator that doesn't require hiring planners.
What's included
- White-label branding aligned to your credit union's identity
- Single sign-on with your existing member portal
- Quarterly engagement reports (aggregated, never individual member data)
- Co-marketing kit — emails, in-branch cards, statement inserts
Community banks
A complement to your relationship banking model. Helps customers think clearly without competing with your trust or wealth desks.
What's included
- Branded portal for retail banking customers
- Hand-off paths into your existing services when customers want a real person
- Compliance documentation for the disclosures and educational-purposes framing
- Quarterly reporting on what topics customers are working through
Employers
A financial wellness benefit your employees might actually use — because it doesn't lecture them, doesn't shame them, and doesn't require them to attend a webinar.
What's included
- Rolled out as part of your benefits package
- Anonymous, aggregate participation reporting for HR
- Optional onboarding session for your team (no upsell, no pitch)
- Works alongside your existing 401(k) provider — we don't replace them
CFP advisors
A scalable way to serve clients below your minimums — or to keep existing clients' between-meeting thinking organized in one place.
What's included
- White-label deployment under your firm's name
- Read-only view into client modules (with their permission)
- Reduces inbound questions that don't need an advisor to answer
- Designed to extend your reach, not replace it