Brightleaf Financial

Find the Financial Planning Solution That's Right For Your Credit Union.

BrightLeaf provides your organization with the tools needed to offer a planning-centric program for your members, including:

Access to a suite of web-based financial planning and education services, including the SimpliFi Personal Planning Service, a personal financial planning service (PFP) specifically designed for middle-income users
Integrated lead generation and referral systems
Professionally designed electronic and traditional marketing campaigns
Implementation and Business Process guidelines
Staff training programs

Below is a side-by-side comparison of the three tiers of service. Please contact us by clicking here.

• Learn more about BrightLeaf's     solutions

• Watch a live demo of BrightLeaf's     tools

• Ask questions and see case     studies

Planning Tools

Did you know that less than 5% of Americans have a written financial plan? Did you also know that Americans that do have a plan are 250% more likely to achieve their financial goals? Explore the BrightLeaf Financial Network set of services to find out how to get YOUR members planning today!