Penny Finance

Most of the time we are behind our computers building & creating. Last week was a little different. Crissi Cole, our Founder, and Chris Timpone, our Head of Sales, got on stage at Finovate to share how Penny Finance is helping FIs make their members more financially independent, and increase their wallet share in the process. And we won! 💥 Feeling proud...but obviously back to Zooms & Slacks 🙃 https://lnkd.in/gtuMW5wX

The team is en route to San Diego for Finovate. We can't wait to share what we've been working on ⚡ 💥 🔥

Our May masterclass is all about family! Whether you're planning, expecting, or an active parent, we want you prepared for the inevitable financial changes that come with building, raising and supporting your family for the long-haul. Hosted by our founder and mom of two Crissi Cole, we’ll bring you the tools to set yourself (and your kiddos!) up for finance success. We’ll talk about preparing for babies arrival, your support system (retirement, emergency funds, life insurance), and facilitating your children’s financial success (savings accounts, 529s, and more). Hope to see you there! Free for all. Recording sent, too.

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!

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!

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!

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!

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