Penny is an online financial planning engagement engine that attracts, retains, and serves the digital generation of credit unions and community banks by providing tailored education, resources, perks and services to their members at large.
Penny Finance的外部链接
855 Boylston St
10th Floor
US，Massachusetts，Boston，02116
Join our founder Crissi Cole on April 10th at 1pm est for our monthly masterclass. We'll be covering how to build a nest egg to lean on when you're ready to work less (or never again?!) even with a limited income, how to factor social security and medicare into the equation, simplifying the savings process, and more. Free for all, with a recording sent too. Hope to see you there!
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Yay Crissi Cole!! Our very own Crissi Cole was recognized as a 2025 Female Founders 500 Honoree. We could not be more proud of you! ?? Thank you Inc. Magazine for the feature!
Doing my part ?? Meet the Inc. Magazine Female Founders 500: The pandemic drove women out of the workforce—and then spurred an entrepreneurial explosion. And despite persistent disparities and funding challenges, these founders aren’t backing down. https://lnkd.in/emJZqrGh
The best of #GAC2025! Our Founder & CEO Crissi Cole spent a whirlwind few days in DC connecting with our credit union partners and industry friends. If you missed Crissi there, you can always book a meeting at the link below! https://lnkd.in/ecd2-bCP Kara Brewer Lindsey Ramaekers Dave DeFazio Claudia Naim-Burt Curql America's Credit Unions #thecreditunionmovement #americascreditunions #fintech #creditunionpartner #investing #finance #pennyfinance
Debt can be a tool or it can consume us. We want to teach you how to use it wisely.?Join us Thursday, March 13th as we cover types of debt, interest rates, credit cards, tools to help you get out when you're under, and more. Free for all with a recording sent, too. Hope to see you there!
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I guide banking CXO's to use modern technology to drive better user engagement metrics. Engaged citizens make financial institutions healthier.
Friends for Financial Wellness (F4FW) Mastermind Crissi Cole, CEO Penny Finance shares: "Supporting our credit union members' journey to financial freedom is everything. We know we need data, we know we need personalization, and we know we need the best customer experience to ensure our members are taken care of. But HOW do we actually do this and achieve this?" Well, On Feb 13th Crissi will lead the Friends for Financial Wellness (F4FW) through a group design exercise that will inform custom frameworks for each Bank \ Credit Union participant. The session it titled: Getting Personalization Right. This session intentionally follows our Member Led discussion by Traci Michel, PMP, COO Metro Credit Union. Traci's excellence topic: Building a Data Platform for Better Personalization. All followed by a guided headlight snowshoe to the Trapp Family Brewery! We have one remaining seat open to any banker that can get to the Trapp Family Lodge by 11 AM on Thursday the 13th!
Join Amanda Monty, Penny's head of OP's as we ditch the 70-lined budget excel sheet and focus on things that actually move the money needle, sans scarcity mindset. We'll cover money goals and things that bring you joy (yes, we want you to keep those!), planning for the unexpected, debt and retirement planning, honing in on your must-pay expenses, and more. Thursday February 13th, 1pm est. Free with a recording sent, too. Hope to see you there!
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Excited to share that Penny has been recognized as the most innovative financial mentorship platform in the US by the New World Report! Every tech update, feature addition, and marketing strategy we innovate on is all to better serve our #creditunion partners and members ?? #pennyfinance #northamericanbusinessawards #fintechawards #financialplanning #creditunionmovement #investing #financialmentorship
Don’t miss this year’s Fintech Connect. We already have some great speakers and sponsors lined up - reach out for opportunities! Salus TruStage CU DigiLend Carefull Alkami Technology Silvur Arkatechture Let Me Do It Ascent Platform Amit Sahgal Arjun Sahgal CUNA Strategic Services Barb Lowman, CUDE Jenny Jackson Rhian Horgan Reseda Group Janusea Cooperative Credit Union Association Matt Oakley Evan Willingham Crissi Cole Penny Finance Devon Lyon Lighthouse Credit Union
#FintechFriday: Time is running out to secure discounted tickets for the second annual Fintech Connect Conference, happening June 9-10, 2025, at the Lighthouse Credit Union Operations Center in Dover, NH. ? ????Early Bird Pricing ends January 31—don't miss your chance to save on this must-attend event where credit union professionals and fintech innovators come together to explore cutting-edge solutions and lead the future of financial services. https://lnkd.in/ec95cDUH ?? Interested in sponsorship opportunities? Reach out to us here or by email at [email protected] to showcase your organization to key decision-makers. ? Act now?to register and secure your spot before prices increase! Let’s shape the future of financial technology together. #coopdifference #fintechinnovation #partnershipsuccess #membershipmatters #memberevent #conference #newhampshire
Our Founder & CEO Crissi Cole was named one of the top 100 people in finance by The Official Top 100 Magazine! If you know Crissi, you're not surprised. It's her life's mission to make financial planning more accessible to all (not just those with $$$). Crissi spoke with the magazine about Penny's mission, navigating fundraising while pregnant (twice!), and how a supportive partnership with her husband is instrumental to her success as a founder. Read her full interview below! #womeninfinance #founderstory #top100peopleinfinance #pennyfiance #investinwomen #fintech