?? Most financial resolutions don’t make it past February—here’s how credit unions can change that! Helping members improve their finances isn’t just about education—it’s about engagement. A well-timed nudge, a personalized goal tracker, or an automated savings reminder can mean the difference between abandoned resolutions and real financial progress. Empower your members to turn resolutions into results: https://lnkd.in/eh36aESK #CreditUnions #FinancialWellness #MemberEngagement #Fintech
关于我们
Ovation Ventures empowers organizations with innovative, user-friendly financial wellness solutions that deliver measurable results. As a premier technology provider serving the financial wellness industry, we partner with financial institutions, employers, coaches, and counselors to elevate their offerings, drive client satisfaction, and make financial empowerment accessible to all. Our Paperwork platform was recently unified under the Ovation brand.
- 网站
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https://www.ovationventures.com
Ovation Ventures的外部链接
- 所属行业
- 科技、信息和网络
- 规模
- 2-10 人
- 总部
- Oakland，California
- 类型
- 私人持股
- 创立
- 2019
- 领域
- legacy planning、estate administration、personal financial planning、financial management、document management和document storage
地点
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主要
获取路线
2201 Broadway
Suite 705
US，California，Oakland，94612
Ovation Ventures员工
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Ian Cohen
Founder & CEO at Lokker.com | Data Privacy | Financial Services
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Scott Mount
Co-founder + Designer of Products | Advisor | Mentor
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Kevin Cimring
Co-founder and CEO
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Garrett Gilbertson
Founder & Managing Partner at SUM Ventures I Chairman Band of Angels LA I Board Member UNest l Clear Club I Brius I Purlin I Board Observer DressX…
动态
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For credit unions, winning the next generation of members means going beyond transactional banking. Learn why a comprehensive financial wellness program is key to attracting younger members. Our latest blog post is here: https://lnkd.in/gE9t_qn4 #creditunions #financialwellness #bankinginnovation
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?? Exciting Partnership Announcement! ?? We’re thrilled to share that Ovation has partnered with BALANCE to revolutionize financial wellness! This collaboration combines BALANCE’s trusted financial coaching with Ovation’s cutting-edge fintech, creating a powerful, integrated platform that delivers personalized insights, actionable resources, and real impact. Hear from BALANCE’s incoming CEO, Ronaldo Hardy, and Ovation CEO, Kevin Cimring, on how this partnership is shaping the future of financial wellness. ?? https://lnkd.in/gWq7FTUa
BALANCE has partnered with Ovation Ventures (formerly known as Paperwork) to elevate the financial wellness journey for our clients. This collaboration combines BALANCE’s proven expertise in high-touch financial coaching with Ovation’s cutting-edge fintech capabilities to create a transformative, integrated financial wellness tool. Together, we’re designing a platform that empowers users with personalized insights, actionable resources, and seamless support to achieve their financial goals. Ovation’s reputation for innovation in fintech makes them the ideal partner to help us deliver an intuitive, impactful solution for individuals and communities alike. Ronaldo Hardy, BALANCE’s incoming CEO, shared his excitement about this pivotal moment: “I’m incredibly excited to join BALANCE at such a transformational time. This partnership with Ovation Ventures allows us to meet people where they are, delivering financial wellness in ways that truly resonate with their needs and expectations. Together, we are creating something that will not only empower individuals but also strengthen the communities we serve.” “We're honored to collaborate with BALANCE in taking financial wellness to new heights,” said Kevin Cimring, CEO of Ovation. “Our technology enhances BALANCE’s trusted financial education and counseling programs, combining the best of digital innovation with the human touch. This hybrid approach results in a personalized and engaging experience that delivers real outcomes, while meeting the needs of today’s digitally driven world.” This innovative tool isn’t just for end-users—it’s a game-changer for our business partners nationwide. With advanced analytics, enhanced customization options, and a commitment to ongoing improvements, our partners will gain powerful new capabilities to better serve their members and achieve greater impact. Financial wellness isn’t one-size-fits-all. That’s why we’re committed to providing tools and services that are as unique as the people who use them—accessible, flexible, and impactful. Stay tuned as we redefine financial wellness and continue to make a positive impact, one success story at a time!
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The Ovation team wishes everyone a happy, healthy and prosperous New Year. In 2025, we’re committed to deepening our partnerships, innovating with purpose, and supporting the organizations who trust us to deliver meaningful solutions. Together, we look forward to helping more individuals and families take confident steps toward brighter financial futures.
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?? Paperwork is now Ovation! We’re excited to announce our rebrand to Ovation, reflecting our evolution into a premier technology services provider for the financial wellness industry. This rebrand marks an exciting new chapter in our journey, and reinforces our commitment to empowering our enterprise partners with innovative solutions that enhance their offerings and drive client satisfaction. For more on our rebrand and the story behind our name and logo, read our latest blog post here: https://lnkd.in/gFN86S-w
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?? In 2023, the average American planned to spend $902 on holiday gifts, with 42% of credit card users anticipating at least $500 in new debt due to holiday shopping (Forbes). This trend contributes to the surge in national credit card balances each year, which reached $1.13 trillion by the end of 2023 and is currently $1.166 trillion. ?? As debt continues to rise, learn more about how your credit union can empower members with tools and resources to help them manage their financial lives:?https://lnkd.in/gwNd9jcc
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?? Financial wellness in the digital age ?? In today’s digital-first world, members want tools that meet them where they are: on their phones. Our latest blog explores how credit unions can build trust and engagement by offering financial wellness resources through a mobile-first approach. Curious how mobile tools can amplify your presence and turbocharge member engagement? Check out the blog here: https://lnkd.in/gdJuj7tw #financialwellness #creditunions
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Among users on our financial wellness platform, debt management remains the number one concern. How is your credit union helping members manage their debt burden? Check out our latest blog post for some strategies to help your members crush their debt challenges: https://lnkd.in/gwNd9jcc #financialwellness #creditunions #debt
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For #creditunions, budget?season is here! Have you thought about how a modern #financialwellness platform could drive your credit union’s growth in 2025? Imagine offering a financial wellness platform that not only helps your members thrive but also boosts new member acquisition and drives revenue for your credit union.?Sounds like a win-win, right? As you’re finalizing next year’s?budget, now’s the perfect time to chat about how our platform can fit into your plans. Please feel free to schedule a call?to learn more about our flexible pricing: https://lnkd.in/d6dSNr_B Let’s make 2025 the year of growth, engagement, and member success!
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Does your credit union's financial wellness program contain these three essential elements? ?? https://lnkd.in/gQ5fmrwg #creditunions #financialwellness #peoplehelpingpeople