Carefull for Retail Banking
Provide customers and their families with a smart tool to protect accounts against fraud, misuse, identity theft, and money mistakes. Use Carefull to deepen customer relationships, retain assets, and attract new family accounts.
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The Carefull Difference
We are here to help you make more life-long partnerships with your customers.
Build long-term, whole family relationships.
Carefull offers a simple way to connect with your older customer's trusted family members — bridging generations and the $24T of impending wealth transfer.
Protect in-place assets and attract new ones.
Prevent “asset flight” when issues arrive; win trust and new accounts from other family members.
Make a bigger impact with less work.
Carefull’s proprietary technology leverages machine learning and data analytics to do the work for you.
Trust Carefull’s Hands-On Approach
All within a seamless co-branded environment for your customers
Monitoring
Customers connect their accounts, and we show them the full picture within seconds. See what money is coming in and going out, which bills are coming up and how much is left in the bank.
Collaboration
Simple communication tools to surface issues and streamline collaboration amongst stakeholders, including siblings, adult children, and aging parents.
Security
Our 256-bit, bank-level security systems allow Carefull to discover and analyze issues without accessing client funds or sharing client data.
Long-Term Planning
Planning assistance provides clients with content, advice and community support for tough questions about long-term financial health.
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We’ll Get You Member-Ready
We handle everything to get your team up and running with Carefull.
Reach out to discuss how your
bank can use Carefull.
We’ll get you set up and ready to onboard your customers.