Today’s fintech and banking platforms offer incredible digital tools—but many still struggle. Without adequate support, people navigating debt, credit, and budgeting often stall or disengage.
TrustPlus embeds human-touch coaching directly into your customer experience, helping your own customers and members move from intention to action. Our expert, empathetic Financial Coaches provide real-time, judgment-free guidance that builds trust and confidence, while also connecting people with financial products that fit their needs. Every recommendation is vetted by our Financial Coaches, and we never receive commissions, ensuring our guidance is always objective. Our mission is simple: to make financial security achievable for every individual.
With TrustPlus, your customers and members are more likely to:
- Overcome eligibility and underwriting barriers, increasing approvals for credit and lending products
- Take action on financial goals, from reducing debt to improving credit scores
- Achieve lasting financial stability, which strengthens their engagement with your organization
The result? Stronger relationships with your customers or members and measurable impact for your bottom line.
What TrustPlus Users Gain
Trusted Guidance from
a Human
One-on-one conversations with an expert Financial Coach who listens, understands, and helps your members and customers navigate your bank’s products and services. Each plan is personalized to fit their financial situation and long-term goals.
Practical Tools &
Action Plans
Clear next steps, support in overcoming eligibility barriers, and guidance on choosing and using the right products, whether that means building credit, managing debt, or saving for future goals. Coaches ensure every recommendation is tailored to improve the individual’s financial health and confidence.
Real Results
Our guidance gives people clarity into their financial options and the support to act on it. From lowering debt and improving credit to securing approvals and achieving milestones, your members and customers are able to fully leverage your products to reach both short-term needs and long-term dreams.
It’s confidential. It’s personalized. And it works.
Credit Unions and CDFIs focused on financial inclusion and serving underbanked and unbanked communities
Banks and neobanks building trust-centered user experiences that deepen relationships with both banked and underserved segments
Benefits platforms supporting economic mobility and workforce well-being
Fintechs scaling customer engagement, retention, and financial wellness impact
Why Financial Institutions Choose TrustPlus
TrustPlus makes it easy to extend meaningful financial coaching support to your customers — without adding operational burden to your staff. Our culturally competent Coaches help individuals strengthen credit, reduce debt, and build financial confidence, while reinforcing your brand’s role as a trusted partner in their financial journey.
Behind the scenes, we safeguard sensitive customer data with enterprise-grade security: encrypted, redundant backups across diverse locations, strict compliance-aligned retention policies, and automated Salesforce exports stored separately from production systems. Our rigorous backup and recovery framework ensures continuity, reliability, and peace of mind for your institution and your customers.
Let’s Build Financial Inclusion Together
We’d love to show you how TrustPlus can elevate your customer experience while delivering measurable financial outcomes.
Read Our Research
White Paper: “Solving the Human Touch Deficit in FinTech — and Financial Services”
Learn how integrating human coaching into digital platforms drives better financial outcomes
If you're already doing in-house financial coaching, and need a tool to track and report outcomes for leadership, check out our Pathways platform!
