Businesses, Employers & Associations

financial-advisors-planners-in-the-pool

THE POOL IS NOW ACCEPTING BUSINESSES, EMPLOYERS & ASSOCIATIONS

TWP-Character-Financial-AdviorsIn the social media age, community is essential. All organizations serve a community, with segments that may include employees, customers, prospects, shareholders, and members of the public.

The Wealth Pool (TWP) gives you community-building tools that help members manage and build their wealth, giving them an incentive to join. As a Distribution Partner (DP) with TWP, your organization gains greater insight into your community’s financial health, enabling you to serve them better and, as a result, grow the community faster.

The Wealth Pool does not dispense financial advice or execute trades – we leave that to your trusted planner, advisor, or broker. What The Wealth Pool does do is help your community member make sense of their household’s numbers and empower them to be self sufficient do-it-yourselfers (DIYs) or supplement their relationship with their trusted planner/advisor/broker.

GET YOUR ORGANIZATION IN THE POOL

  1. KNOW YOUR COMMUNITY BETTER

    When you provide your community access to TWP as a DP, you gain access to valuable data that enables you to know what makes your community members tick through:

    • Robust data modeling. TWP gives you a full financial profile of your community members, including spending, saving, and borrowing.
    • Granular data profiles. With more than 600 categories, you receive a level of detail unavailable with other services, which leads to greater insight into your community members.
    • Detailed data filters. In addition to the typical demographic filters available through any data provider, TWP’s pooling filters enable multi-tier organizations to more fully segment communities.
  2. SERVE YOUR COMMUNITY MORE

    The richer data you receive on community members leads to a more substantial dialog about their financial health. When you know more, you can deliver a more expansive and satisfactory customer experience. TWP data helps you:

    • Find hidden pain points for your members.
    • Identify gaps in your product and service offerings.
    • Spot opportunities to address those gaps and tailor products/services accordingly.
  3. GROW YOUR COMMUNITY FASTER

    As a result of better service, TWP helps you create a stickier relationship with your community and gives community members a reason to share their success through their networks. It’s that network effect that enables you to increase community size more quickly and at less cost. You can:

    • Keep customer acquisition and cross-selling costs down.
    • Build an entry-level way to start and maintain a robust and expanding relationship with community members.
    • Display highly targeted messages to your community members (with a fully subsidized DP sponsor agreement).
  4. THE FINE PRINT

    TWP is your technology partner, not your technology provider. We use bank-level security to protect the personal and confidential data of your organization and its community members. We do not dispense financial advice or sell financial products. We do not store your member’s private financial credentials. We do not tie into your legacy systems, and there are no up-front capital costs or one-time setup fees. We do share aggregated and de-identified data with our membership and partners. When aggregating and de-identifying data, we make sure that information is not identifiable to any particular member household or distribution partner.