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.

See Carefull in Action

Watch a live demo of Carefull's member experience.

"It's like a second set of eyes. Carefull got the highest ratings across the board from our judges, who described its ability to help with the family-and-finances tangle as 'huge' and 'super important...' you can keep other family members in the loop so it can be a team effort."

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.

We’ll Get You Member-Ready

We handle everything to get your team up and running with Carefull.

Onboarding and Training

Dedicated account manager

Custom billing and invoicing

Continuous compliance

Member-facing marketing

Access to the experts

Trusted By

"Seeing the expenses in one place has let me open up discussions around spending with my dad that were harder before. It's been really helpful for him to have Carefull: it gives my dad the freedom and independence he wants, while giving me the ability to keep track of everything easily."

– Melody G, real user

“I don’t know another app like it... In addition to monitoring bank accounts and transactions at a level of granularity I don't get from my bank, there is a nice repository of guides and information about being a caretaker!”

– Jiaqi Gao, real user

"I am very happy to have Carefull be a ‘second set of eyes’ over my mom’s finances. I feel better knowing that if something should arise, Carefull will alert me and I can then help my mother take quick action."

– Dale Gawn-Torres, real user

Also Seen In

Average rating across
Google Play & Apple App Stores

Also seen in

Average rating across
Google Play & Apple App Stores

Always private. Always secure.

Financial protection is key to maintaining financial independence. That’s why we’re dedicated to keeping you protected.
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Carefull connects to financial accounts using bank-level security. Our service is view-only, meaning we can never make transactions in your accounts, or let anyone else do the same. Our systems are never able to see or store usernames or passwords. We protect your data as if it were our own and use it only to provide our services. We will never sell or share it.

We are proud to receive an A rating from the Better Business Bureau

Reach out to discuss how your
bank can use Carefull.

We’ll get you set up and ready to onboard your customers.

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