Your Guide To Everfi’s Financial Education Solutions

Everfi offers three powerful solutions to help financial institutions educate, engage, and build trust with their communities: Achieve, Achieve Connect, and Engage Workshops. Each product is designed to meet learners where they are—whether online, through personalized outreach, or in live sessions.

Achieve: Personalized Financial Education at Scale

Achieve is Everfi’s flagship digital platform for consumer financial education. It delivers interactive, mobile-first learning through curated playlists and modules on essential topics like budgeting, credit building, loans, and homeownership.

You can deploy Achieve as a branded microsite or embed it directly into your website. This keeps learners within your digital ecosystem while offering content tailored to their financial goals.

Key Features:

• Extensive Content Library: Access 100+ financial topics in English and Spanish.
• Personalized Learning: Goal-based pathways adapt to each learner’s needs.
• Engagement Tools: Use incentives, polls, and surveys to boost interaction.
• Robust Analytics: Track traffic, completions, and sentiment to inform outreach.

Achieve helps you scale financial education, build stronger relationships, and meet compliance goals like CRA requirements.

Achieve Connect: Share Financial Literacy with Ease

Achieve Connect is a content-sharing platform that empowers your team to deliver financial education directly to customers—and gives advisors the tools to do it efficiently.

Advisors can use Achieve Connect to invite learners to curated financial education programs, track engagement, and personalize outreach—all from a streamlined dashboard. Whether you're an advisor or admin, the platform supports scalable, targeted delivery of financial literacy content.

How It Works

• Send Invitations
  Email individual modules or full playlists on topics like homeownership, credit building, or higher education.

• Track Engagement
  Monitor learner progress, survey responses, and engagement metrics in real time.

• Delegate Access
  Grant teammates—including advisors—permission to send invitations on your behalf, freeing up time for other priorities.

Achieve Connect makes it simple to extend your reach, personalize outreach, and measure impact—all from one platform. Advisors can manage their own outreach workflows, view learner activity, and contribute to your institution’s financial wellness goals.

Engage Workshops: Live Learning Experiences

Engage brings financial education to life through virtual and in-person workshops. This turnkey solution includes everything you need to host impactful sessions:

Benefits:

• Ready-to-Use Content: Professionally designed presentations, facilitator guides, and participant materials.
• Flexible Delivery: Host workshops online, in branches, or at community centers.
• Impact Measurement: Built-in pre- and post-assessments to track knowledge gain and behavior change.
• Event Management Tools: Schedule sessions, send reminders, and manage attendance from one platform.

Popular topics include budgeting, debt management, homebuying, and small business finance. 

Why These Products Matter

Together, Achieve, Achieve Connect, and Engage Workshops enable financial institutions to:

• Build trust and loyalty through education.
• Reach diverse audiences with flexible formats.
• Demonstrate measurable impact for compliance and community engagement.