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It All Starts With a Great Plan.
The BrightLeaf Mission
Help credit unions offer their members the ability to create, implement,
and manage--online--a simple, reliable financial plan to improve their current financial situation
and reach their long-term goals.
Background
BrightLeaf Financial is an online personal financial planning and management
service designed specifically for credit unions and their members. BrightLeaf is a the result of a
3-year collaboration between SimpliFi (www.gosimplifi.com), a financial technology company, and a
CUSO called Members Development Company (www.membersdevelopment.com), along with a group of its
credit union member-owners. BrightLeaf's objective is to help credit unions fully leverage their
online channel and become the primary financial institution for their members..
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"I like that you have contact information so users can get in touch with someone to review how to proceed."
- CEO
Credit Union in Washington, DC
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• Learn more about BrightLeaf's solutions
• Watch a live demo of BrightLeaf's tools
• Ask questions and see case studies |
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