List of SavvyMoney Customers
Dublin, 94568, CA,
United States
Since 2010, our global team of researchers has been studying SavvyMoney customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased SavvyMoney for Credit Union Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using SavvyMoney for Credit Union Management include: Baxter Credit Union, a United States based Banking and Financial Services organisation with 1000 employees and revenues of $200.0 million, Greater Nevada Credit Union, a United States based Banking and Financial Services organisation with 366 employees and revenues of $103.0 million, American Airlines Federal Credit Union, a United States based Banking and Financial Services organisation with 420 employees and revenues of $75.0 million, 138 Towpath Credit Union, a United States based Banking and Financial Services organisation with 47 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using SavvyMoney, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The SavvyMoney customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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138 Towpath Credit Union | Banking and Financial Services | 47 | $5M | United States | SavvyMoney | SavvyMoney | Credit Union Management | 2025 | n/a | In 2025, Towpath Credit Union implemented SavvyMoney as part of a broader deployment on Alkami’s cloud-based digital banking platform. The credit union executed a full conversion of core banking, digital banking, loan origination, and document management systems to modernize member experience and centralize front-office and back-office workflows, aligning the effort under the Credit Union Management category. The SavvyMoney application was configured to provide credit score monitoring and to feed enriched credit data into member engagement flows. The deployment also included integrated card controls, transaction enrichment, and account aggregation capabilities delivered through the Alkami platform, and the Data & Marketing Solution was instrumented to drive needs-based campaign orchestration using real-time behavioral insights. Operational integration connected SavvyMoney data streams to digital banking interfaces, loan origination touchpoints, and electronic document workflows to enable offers such as auto loan recapture and debt consolidation within the member journey. The implementation targeted retail banking and member engagement functions at Towpath Credit Union’s Northeast Ohio operations and centralized data for marketing segmentation and offer orchestration. Governance changes aligned product and marketing teams to behavior-driven campaign rules and e-document enrollment workflows, with executive sponsorship to ensure adoption. Outcomes reported in the implementation context include over 800 members switching to e-documents, an estimated 2.6 million dollars in auto loan business attributed to the initiative, product adoption rising from 1.7 to 2.45 products per member, and year-over-year revenue growth of 15 percent, alongside an improved efficiency ratio. | |
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American Airlines Federal Credit Union | Banking and Financial Services | 420 | $75M | United States | SavvyMoney | SavvyMoney | Credit Union Management | 2014 | n/a | In 2014, American Airlines Federal Credit Union embedded SavvyMoney's credit score and offers platform into its digital banking, launching the integration in November 2014. The SavvyMoney deployment targeted deposit growth and account openings within the credit union's finance and deposits channels in the United States, aligning with member acquisition and deposit marketing objectives. SavvyMoney's credit scoring, personalized offers, and marketing orchestration capabilities were implemented to surface members' credit scores and targeted deposit product offers inside online banking workflows. As a Credit Union Management application, SavvyMoney was configured to present contextual offers for certificates and deposit accounts during member login and application flows, using personalization and decisioning features typical for this category. The integration was embedded in digital banking channels and connected to deposit product lifecycles to drive account openings and certificate sales, operating across American Airlines Federal Credit Union's U.S. membership base. SavvyMoney's offer presentation was integrated into front end online banking experiences and back end offer management processes to enable streamlined promotion of specific deposit products. The SavvyMoney integration influenced $42M in deposits and 1,500 certificate accounts, and SavvyMoney's offers and marketing functionality is inferred to have been used to promote these deposit products. This implementation demonstrates the use of Credit Union Management capabilities to convert credit score and offers signals into deposit marketing and account opening outcomes. | |
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Baxter Credit Union | Banking and Financial Services | 1000 | $200M | United States | SavvyMoney | SavvyMoney | Credit Union Management | 2015 | n/a | In 2015 Baxter Credit Union embedded SavvyMoney's credit-score and financial-wellness tools in its digital banking channels in the United States. The deployment used SavvyMoney within the Credit Union Management category to surface member credit-score visibility and deliver in-app financial wellness coaching alongside personalized offer capabilities. Implementation included member-facing credit score display and financial-wellness coaching modules, with configuration to present tailored product offers based on score and behavioral signals. SavvyMoney was configured for ongoing score monitoring and member coaching workflows, and the deployment included analytics-oriented data feeds that supported offer orchestration and staff-facing insights. SavvyMoney data was integrated into staff financial coaching workflows to inform one-on-one counseling, and the solution operated across digital banking interfaces and internal coaching tools in the United States. Operational coverage focused on member engagement and financial counseling functions, enabling frontline staff to reference SavvyMoney score and trend data during coaching conversations. Rollout occurred in February 2015 and included phased activation inside digital channels and staff systems, with governance aligning coach access to score data for financial-wellness programs. Baxter Credit Union reported 65% user adoption and a 66 point average credit-score increase for coached users, outcomes that were used to validate continued use of SavvyMoney in member engagement and offer personalization. | |
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Banking and Financial Services | 366 | $103M | United States | SavvyMoney | SavvyMoney | Credit Union Management | 2022 | n/a |
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Buyer Intent: Companies Evaluating SavvyMoney
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