financial wellness made easy
Junte-se a mais de 1.000 empresas globais
The #1 global leader in expert content solutions. CARAVAN offers a comprehensive dynamic financial care content solution tailored to meet the diverse needs of workplace wellbeing and financial institutions. Partner with us to drive positive social change- offer your employees & consumers with the best educational resources that give them the tools to build a brighter financial future.
The Real Impact
Americans report money as a significant source of stress
report physical stress symptoms when talking about money
per year in lost productivity due to depression and anxiety
Practical Financial Education
Clear modules to navigate challenging financial moments
Support Solutions
Content that meets users where they are to get to where they want to be
Increased Engagement
Improve customer experience with better data insights and enhanced product education
CONTENT THAT MOVESYOUR AUDIENCE
- Educational Videos
- Insightful Articles
- Visually Captivating Infographics
- Short Form Video Snippets
- Interactive Assessments & Quizzes
- Guides & Checklists
- Presentations & Live Workshops
Confiado por mais de 1.000 empresas globais
Informações em destaque
Conteúdos de bem-estar financeiro colmatam a lacuna de literacia global
Explore a forma como os conteúdos de bem-estar financeiro abordam o desafio global da literacia financeira básica, que afecta 1 em cada 3 adultos em todo o mundo.
Why Human Connection Matters in Financial Education
To genuinely empower individuals to make smarter financial decisions, human connection must be involved.
Financial Wellness Content Through a Life-Stage Lens
To truly engage and support individuals in their financial journeys, content must be tailored with a clear understanding of where they are in their lives.
Concebido para as actuais plataformas financeiras
Bancos / Instituições Financeiras
Empresas Fintech
Credit / Tax Services
Bem-estar no local de trabalho
Ensino superior
Law / Accounting Firms
Consulting Firms
Porquê uma parceria com a Caravan?
REPUTAÇÃO E RECURSOS DE CONFIANÇA
• 1,000+ corporate engagements
• 1,000+ certified experts
• 1 global health mission
• 50,000+ diverse, science-backed content topics
SOLUÇÕES PERSONALIZADAS E FORMAÇÃO
• Tailored to your goals and target audience
• Evidence-based practices, latest research
• Culturally relevant, in 50+ languages
• 100% customizable and white label services
PARCERIA E APOIO
- Envolvimento contínuo e avaliação do programa
- Acesso a uma equipa de apoio dedicada e apoio à implementação
- Conformidade com todas as necessidades regulamentares
Frequently Asked Questions
What is financial education content licensing?
Financial education content licensing lets banks, credit unions, fintech companies, employers, and other organizations provide expert-led financial learning through their existing digital experiences. CARAVAN supplies ready-to-use content that helps users build knowledge, navigate financial decisions, and develop healthier financial habits.
Who can use CARAVAN’s financial wellness content?
CARAVAN’s financial education solutions are designed for banks, credit unions, fintech platforms, tax and credit services, workplace wellbeing providers, higher-education institutions, and accounting, law, and consulting firms. Content can be tailored for members, customers, employees, or students.
What financial education topics and formats are available?
Topics can include budgeting, saving, credit, debt, financial stress, money mindset, emergency planning, homeownership, family finances, retirement, wealth building, and fraud prevention. Formats include videos, short-form videos, articles, infographics, guides, checklists, assessments, quizzes, presentations, and expert-led workshops.
Can financial education content be white-labeled and integrated into digital banking?
Yes. CARAVAN content can be branded and incorporated into websites, mobile apps, digital banking environments, member portals, and employee platforms. Delivery options include APIs, embeds, downloadable files, metadata, or a branded hosted experience.
Can financial education be personalized for different audiences and life stages?
Yes. Content can be curated around age, financial goals, major life events, financial confidence, and product use. Organizations can create pathways for topics such as establishing credit, buying a vehicle or home, managing family expenses, preparing for retirement, or responding to financial uncertainty.
How can financial education support customer and member engagement?
CARAVAN can help organizations connect educational resources to customer journeys, digital banking experiences, product education, and community initiatives. Relevant education helps people understand financial concepts, available products, and the actions tied to their goals, with content and review processes aligned to internal standards.
