Customers aren't comparing you to other banks - they're comparing you to every digital experience in their lives, expecting the same seamless, anticipatory service that delivers exactly what they need, exactly when they need it.
Bolder helps your bank become a leader in the relationship banking revolution with an easy-to-implement, all-in-one platform that meets your customers' needs.
All my friends are doing so much better with money, I feel like a failure 😔
How do I tell my family about my credit card debt!? 🫣
I feel so guilty about my shopping, but I can’t stop...😬
52
%
of Americans have cried at some point in their life because they didn’t have enough money
77
%
Of consumers say money worries keep them up at night
19
m
Americans struggle with shopping addiction
We’re Your Secret Superpower
We provide thoughtful financial guidance and support so that your members become more confident financial citizens.
Increase Client Deposits
Personalized guidance, spending insights, and accountability helps consumers save more (Bolder members see an average savings increase of $5,000 in 6 months)
Expand Product Sales
Relevant products and services recommended as part of guidance increase participation and trust (Bolder members open an average of 4 new financial products each)
Better Lending
Consistent guidance and accountability around cash flow and earnings means less risk of default for current loan borrowers, and a better prepared pipeline of borrowers
Capture Declined Pipeline
Build trust and develop healthy money habits with clients that don’t qualify for a product or loan, helping them improve their financial circumstances and product readiness
Acquire New Customers
From women to the underbanked, nurture a new generation of consumers with financial potential who are looking to be intentional with their banking relationship
Join the Bolder Movement
Revolutionizing relationship banking
We combine practical financial guidance with behavioral and emotional support to help members achieve their goals.
More deposits, and profits.
More engaged customers using more financial products.
Acquire emerging, and underbanked customers.
Retain customers, and compete against fintechs and neobanks.
Real impact on community, and position your institution at the forefront of financial wellness and financial literacy.
There are critical consumer needs that Bolder addresses.
Need
Bolder
Financial Advisors
Setting long term life & financial goals
Guidance to achieve long term life & financial goals
Support managing financial stress & anxiety
Budgeting income, and spending intentionally
Building businesses and side hustles to grow your income
Managing money at work, getting a raise, switching jobs
Building emergency funds & funding other goals
Paying down debt
Learning how to invest, choosing the best way to invest
Retirement planning
Cost & Fees
$49/month
>$1500/year
Minimum fees percentage of your assets under management (AUM)
Prequalification: Minimum income & net worth requirements
None
Need to be earning at least $100k, and have investable assets of $100k+
24/7 chat coaching and guidance
Access to expert-led money masterclasses
By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.
