Fast
Time-to-launch versus 18+ months to build in-house
100%
Your brand — logo, palette, copy, app store listing
$0
Engineering investment from your team to launch
SOC 2
Bank-grade security, compliance-ready
Drives deposit retention and product attach
Plays nicely with your core, online banking, and CRM
Engagement dashboard for your retail and digital teams
For Banks & Credit Unions
Deepen the relationship with the people you already serve.
A branded personal finance AI engine that helps your members budget, save, and reach goals — keeping deposits, lending, and engagement inside your ecosystem.
Aligns with state and district financial-literacy standards
Increases student and parent engagement around real money decisions
Outcomes data your board can report on
For Schools, Districts & Boards
Real money skills, in a real working app — not a worksheet.
A branded AI engine that pairs financial literacy curriculum with hands-on budgeting, goal-setting, and AI coaching for students.
Two audiences. One platform.
Whether you serve account holders or students, our partnership solution adapts to your mission, your products, and your reporting requirements.
01
Fully-branded native app
iOS and Android, published under your developer accounts (or ours). Your logo, colors, typography, copy, and app store listing.
02
AI Personal Coach
A conversational coach trained on your products, your voice, and your guardrails. Nudges, answers, and recommendations — always in your tone.
03
Budgeting, goals & insights
Auto-categorized transactions, smart caps, savings goals, and a clean "what's left" view. Plaid-powered account linking, available across major institutions.
04
Security & compliance
SOC 2 Type II in-progress, AES-256 encryption, MFA, biometric auth, role-based access, and a dedicated tenant. We bring the InfoSec packet to meeting one.
05
White-glove launch & support
Dedicated partner success lead, brand-tuning workshop, marketing kit, and ongoing model updates. We launch you, then we keep you ahead.
Everything you need.
Nothing you don't.
A complete, configurable platform — delivered as your product, not ours.
SOC 2 Type II in progress
AES-256 encryption
GDPR & CCPA aligned
Plaid · OAuth · MFA
No training on partner data
Discovery
A 60-minute working session: your audience, your channels, your constraints.
Brand & configure
Logo, palette, copy, modules. We tune the AI coach to your products.
Pilot launch
Roll out to a small cohort to collect feedback before launch.
Scale
Wider release, joint case study, ongoing model updates.
How it works
A clear, structured path from kickoff to launch.
Built on the same security your members expect from their bank.
Cash Coach AI uses rigorous encryption, multi-factor authentication, access controls, and web security protocols to safeguard personal and financial information. Our team conducts regular security assessments and brings the InfoSec packet to the first meeting — so your compliance team can move fast.
Ready to see your brand on the home screen?
Tell us a bit about your organization and we'll be in touch within one business day with a calendar link and a branded prototype concept.
Or email us