AI for Personalized Financial Guidance

Helping community FIs and fintechs 7X marketing ROI by driving financial guidance at scale.

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We help more than 1,500 companies and employees from all sectors

Nudge offers a versatile financial wellness and planning solution that caters to financial institutions, employers, and individuals alike. With our AI and ML technology, we provide tailored financial guidance, empowering institutions to better serve their customers, employers to enhance employee well-being, and individuals to take control of their financial future.

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For Credit Unions

Never miss a beat with powerful engagement to drive retention, sales, and financial wellness.

Employee Wellness

Nudge improves your team's mental health, retention and productivity, AND saves you $271.50 per employee

Institutions & Professionals

Nudge helps you provide more advice at scale by engaging your clients and prospects in the most effective way...

Empowering your members towards financial freedom

Revolutionizing credit unions to drive member financial wellness like never before with personalized guidance and strategic insights, resulting in enhanced loyalty, and revenue growth.


Personalized guidance, real results

Harness AI for custom financial advice, driving tangible outcomes for each member.


Tailored insights, member empowerment

Deliver custom insights, empowering members to take control of their financial future.


Smart advice, stronger members

Leverage AI for intelligent guidance, strengthening each member's financial position.

Nudge: Your Path to Financial Freedom Starts Here.

Success Stories


“Our team loves working with Nudge tools and their team! They’ve made everything clear and simple, providing notifications and recommendations that help us improve our finances. It’s been a breathe of fresh air.”


National Director All Seasons

“Thanks to Nudge, my wife and I were able to take the leap and buy a home for our two kids to grow up in. “

Edwin V.

Bank of America Employee
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