Is Your Bank Focused On...

Growing Deposits

Increasing Margins

Highlighting Distinctions

"Financial wellness must become a core strategy..."

Offer More Than Banking


In an increasingly competitive industry, some banks realize that their competitive advantage is going beyond deposit products. Banks that are truly financial wellness organizations focus on solving the financial needs of their clients and have deeper conversations and relationships.
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Attract New Clients

Client growth is the key to a sustainable future, but finding and attracting new clients becomes increasingly difficult. By partnering with Expedition Money to offer financial wellness to your existing clients and prospects, you have a new opportunity to reconnect with prospects but also provide new tools to your current clients.

Deepen Relationships

More and more customers want to consolidate their banking to a single place. By offering financial wellness, you can have deeper, more impactful discussions with your clients. You'll have the opportunity to discuss and manage more of their assets and even have an opportunity to expand into new products and services.

Stand Out From The Competition

Banking is being commoditized with younger generations steering towards online convenience. Traditional banks are easily overlooked. With financial wellness, you can stand out by being ready and willing to engage with people, solve problems, and earn their loyalty.

"Financial institutions can’t wait another year or more to start shifting their approach to financial wellness."

The Features
You Want

In A Program That Works

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What Your Bank Gets

Full Access To Expedition Money

Your people will get immediate access to everything through the BASECAMP website.

User Management Portal

You can add, manage, and remove users on your own.

Live Reports & Tracking

See course progress and program utilization reports live.

Hundreds Of Social Media Posts

Get hundreds of social media posts and promotional materials to spread the word.

Launch & Engagement Training

Access to recorded trainings to learn how to manage, promote, and leverage your program.

Serve ALL Of Your Clients & Prospects

For As Little As


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