Fun with financial planning is stellar news for your CU…

(July 18, 2014) — Almost a year and 100 episodes ago (episode #190) we had Mr. Jason Gordo on the show discussing his FlexScore financial planning system for consumers. Jason had succeeded in turning a rather mundane, yet necessary, task into a “gamified” experience for the rest of us. He made it fun to get financially fit.

Now he’s taken FlexScore to the next level with FlexScore Pro, targeting financial institutions and advisory firms — yes, that means you credit unions — to help their clientele/customers/members/etc. gain a firm financial footing. A credit union armed with FlexScore Pro can offer its members a highly engaging means to gain financial freedom, which is a huge value add for any FI.

Check it out and let us know what you think.

Many thanks for watching. And don’t forget to share with your family, friends, peers, and pets — and join our email list today!

All the best,
Mike Lawson

More News