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Request a Demo

See how Finvy can support your organization.

A Finvy demo is a conversation designed to understand your goals, the people you serve and which Finvy experiences may fit your needs. Tell us about your organization and what you want to accomplish, and we will use that context to make the conversation relevant to your goals.

What a Finvy demo covers

  1. Step 1

    Understand your goals

    Finvy starts by learning about your organization, the people you serve and what you want a financial wellness experience to accomplish.

  2. Step 2

    Explore the right Finvy experience

    The conversation covers the Finvy experiences most relevant to your objectives. Depending on your goals, these may include:

    • Finvy Smart Budgeting
    • Finvy Life Simulator
    • Financial Readiness
    • Financial Labs
    • Organizational Impact Reporting
  3. Step 3

    Discuss the path forward

    Together, we can talk through implementation considerations, audience size, timing and possible next steps.

Request a demo

All fields are required unless marked optional.

About you

The email address we should use to follow up.

About your organization

Looking to fund Finvy access for another group? Contact us and choose Product Sponsor.

This can be employees, students, participants or the people a Finvy program would serve.

What you are interested in
Interested In

Select at least one. Choose all that apply.

Providing a budget is optional and does not affect whether Finvy follows up.

Share what your organization wants to understand, solve or discuss. Please do not include account numbers, passwords or other sensitive financial information. Up to 2,000 characters.

Please do not include account numbers, passwords, Social Security numbers, or other sensitive financial information. Information submitted through this form will be used to respond to your demo request.

Learn how Finvy handles your information in our Privacy Policy.

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What happens next

  1. Step 1

    We review your request.

  2. Step 2

    A member of the Finvy team follows up within one business day.

  3. Step 3

    The conversation focuses on your goals, audience and the Finvy experiences relevant to your organization.

Have a general question or need help with a Finvy product? Contact Finvy.