CacheFlo Pro for credit unions

CacheFlo Pro for credit unions

CacheFlo Pro for
credit unions

Jane Smith
First strategy
Overview
Income
Assets
Debt
Expenses
Unification
Money Found
Generate Strategy
Overview
Gets You Ahead
$146,480.00
$5,000
$1,200
Money Found
$1,500
Spendable
$288/week
$900
$2,253
$250,000

The behavioural-based spending tool that makes spending less feel easy for your members

Get started
Jane Smith
First strategy
Overview
Income
Assets
Debt
Expenses
Refinance
Opportunity
Generate Strategy
Overview
Gets You Ahead
$146,480.00
$5,000
$1,200
Money Found
$1,500
Spendable
$288/week
$900
$2,253
$250,000

How it works

Money Found
$1,500
The Gap
Total Income
Monthly $5,000
Committed Cash Flow
Monthly $2,253
Spendable
Monthly:
$1,247.00
$288/week
Caution
Safe
Danger
100%
$300
$300
$500
$400
Monthly
Monthly
Monthly
$100
Vacation fund
$0
Monthly
Principal payments
Emergency savings
Retirement savings
$0
$0
New
Current
Frequency

Connect with your members

Instantly send your members a personalized client intake through CacheFlo Pro to collect their financial information.

Give your members control

CacheFlo Pro calculates a personalized spendable to make better spending decisions easier for your members, while still giving them control.

Spendable
Monthly:
$1,247.00
$288/week
Caution
Safe
Danger

Invest in your members' future

CacheFlo Pro can quickly find your members more money for you to put towards their financial goals, such as going on vacation, becoming debt free, and securing their retirement.

Keep your members on track

Quickly create a custom report in CacheFlo Pro that outlines your members' strategy, so they know how to stay on track.

Savings
Debt Reduction
Short-Term Goals

Who you can help

Borrowers
Reduce initial risk evaluation
Underserved / unbanked
Build financial capability
Competing bank's customers
Create deeper connections
Home buyers
Improve responsible lending practices
Young professionals
Establish a financial strategy early
Transactional customers
Compete beyond interest rates

Try CacheFlo Pro today

Start free trial