More than financial education.
It's financial activation.
MoneyLingo™ builds confidence that drives product adoption.
Turn financial education into the account growth strategy your institution needs.
FinTech Breakthrough Award for “Best Financial Education Platform”
Deepen existing relationships
and foster new ones.
Goalsetter delivers mobile-first financial education that is easy to deploy for both current customers and future prospects.
- Create a direct path from learning to account opening
- Drive product adoption through education that reduces confusion and hesitation
- Engage the full household to build multi-generational relationships
- Strengthen retention by becoming a trusted financial partner, not just a provider
36% of users opened a new financial account because of what they learned on Goalsetter.
Match Learning to Products.
The pipeline your institution needs.
Family Finance, Finally.
Nearly 80% of women want financial education for themselves and their families.
MoneyLingo delivers quick lessons that make saving, borrowing, and investing easy to understand for the whole family.
- From high-yield savings accounts to loans and insurance, Moneylingo builds confidence in decision-making around key products and services.
- Promotes household engagement and fosters loyalty, moving beyond individual accounts to whole family financial support.
- Drives financial activation that translates into real-world results with lifelong impact.
Own the College Moment.
College is where financial habits and primary financial relationships are formed.
Moneylingo provides college students with the roadmap to navigate the most important financial decisions of their lives.
- Provides college students an introduction to both financial lessons and their first financial products
- Helps students negotiate student loans, budgeting, credit cards, and early investing
- Supports campus-wide financial wellness goals and student readiness, at scale
- Drives engagement through incentives and challenges like the Campus Compe-Tuition™
Win Students in High School.
More than 30 states require high school financial education for graduation, yet many educators do not have a turn-key curriculum available to them.
Sponsor a high school near you with Goalsetter Classroom, and become the first financial institution they trust.
- Helps schools satisfy state requirements with a turnkey curriculum
- Teacher dashboard supports lesson planning, progress tracking, and grading
- Students engage through videos, games, and immersive learning
- Creates early relationships with future customers and their families too
What we teach and why it matters.
Actionable lessons that go beyond financial fundamentals. Paired with thoughtful product recommendations, we lay the groundwork for solid financial foundations.
Students build a real-world understanding of how money works with topics covering earning, spending, saving, and planning, so they can make confident choices instead of guessing. Lessons connect everyday decisions to long-term outcomes through relatable scenarios and practical tools.
Goalsetter makes saving feel achievable by teaching students how to save consistently, set meaningful goals, and understand tradeoffs behind purchases. Interactive challenges help learners build habits and track progress over time.
Students learn investing fundamentals such as ownership, diversification, ETFs, and compound growth in a way that is clear and grounded. Gamified simulations reinforce patience, strategy, and long-term thinking without hype.
Students learn how credit cards, loans, interest, and credit scores work, and how borrowing decisions affect future options. Real-world examples help students understand both the benefits and the costs before taking on debt.
Students learn how emergency funds, insurance, and planning can reduce the impact of unexpected financial setbacks. Scenario-based lessons show how preparation improves outcomes when life changes fast.
Students and families build a shared money language that supports clearer discussions about goals, spending, and boundaries. Lessons encourage healthier communication so financial decisions become more consistent and less stressful.
