Go Beyond
Banking.
Build Loyalty.
Help your members achieve real financial health — and watch deposits grow, loans increase, and membership deepen. Expedition Money is the financial wellness benefit that turns your credit union into an indispensable financial partner.
Does Your Credit Union
Need To Do More?
In an increasingly competitive industry, the credit unions winning aren’t just offering better rates — they’re becoming true financial wellness partners.
Grow Membership
Finding and attracting qualifying new members is getting harder. By offering financial wellness to existing members and prospects, you open a powerful new path to connection — and the potential for an associational charter that unlocks an entirely new membership pool.
Deepen Relationships
Your share of the member wallet is typically a fraction of what’s available. By becoming indispensable as a place for real financial solutions, you earn a larger share of member assets and open the door to new products and services.
Serve the Community
Credit unions with strong community ties are stickier. By contributing to your members’ genuine financial wellbeing, you strengthen community bonds, support the Community Reinvestment Act, and differentiate yourself from every bank in your market.
Grow Deposits & Loans
Financially healthy members save more, borrow more responsibly, and stay longer. When you help members build wealth, you naturally deepen the financial relationship — increasing deposits, reducing delinquency, and building a stronger balance sheet.
Attract Non-Members
Offer Expedition Money to prospects and non-members as a gateway to full membership. Financial wellness is a compelling reason to join — and a powerful differentiator that no bank can easily replicate.
Offer More Than Banking
The credit unions of tomorrow are financial wellness organizations, not just financial institutions. Expedition Money gives you the curriculum, content, and credibility to deliver on that promise starting today.
These conditions are pushing credit union members to make difficult financial trade-offs, and they need help. Increasingly, they are looking beyond their credit union to find it.
Industry Research on Member Financial Wellness GapsYour Members Need More.
You Can Give It.
Most credit unions already believe in financial wellness — but very few have a real program to deliver it. Expedition Money gives you a fully built, immediately deployable financial wellness platform that your members will actually use.
With over 2.5 million content views and a library built specifically to engage everyday people, this is financial education that works because it feels like an adventure, not a lecture.
Schedule a Demo →
What You Gain When
Members Thrive
Financial wellness isn’t just good for members — it’s good for your credit union’s bottom line.
More Deposits
Members who learn to save actually save more — and they save where they feel supported. Financial wellness programs directly correlate with increased deposit balances as members build emergency funds, short-term goals, and long-term savings.
Responsible Borrowing
Financially educated members are better loan candidates. They understand debt, manage it responsibly, and are less likely to default — improving your portfolio quality while deepening the lending relationship.
Member Retention
When members see their credit union as the place that genuinely helped them achieve financial health, they don’t leave. Financial wellness creates emotional loyalty that no rate comparison can break.
Membership Growth
Offer Expedition Money to non-members as a membership incentive — a genuinely valuable benefit that creates a natural onramp to full membership. Plus, satisfied members refer others at significantly higher rates.
Community Standing
A credit union that demonstrably improves members’ financial lives earns a reputation no marketing budget can buy. Community trust compounds over time — and Expedition Money gives you something real to point to.
CRA Alignment
Expedition Money’s community-focused financial wellness programming directly supports your Community Reinvestment Act obligations — turning a compliance requirement into a genuine competitive advantage.
Why Financial Wellness
Can’t Wait
Built for Members.
Proven to Work.
Expedition Money isn’t a generic financial literacy tool. It’s a full financial wellness ecosystem designed to meet members wherever they are — from struggling with debt to pursuing financial independence — and guide them forward, step by step.
The adventure theme keeps it engaging. The depth keeps it effective. And the results speak for themselves: 2.5 million views from real people who chose to watch, learn, and act.
See All Features →
Everything You Need.
Nothing You Don’t.
One simple subscription gives your credit union — and your members — full access to a world-class financial wellness platform from day one.
Full Basecamp Access
Your members get immediate access to the complete Expedition Money BASECAMP platform — every course, video, tool, and resource included from day one.
User Management Portal
Add, manage, and remove members easily through your own administrative portal. Full control over who has access, with no IT complexity required.
Live Reports & Tracking
See course progress and program utilization reports in real time. Demonstrate value to your board, track engagement, and identify members who may need additional support.
Social Media Content
Hundreds of ready-to-post social media posts and promotional materials to help you spread the word, drive member enrollment, and amplify your community presence.
Launch & Engagement Training
Access to recorded training sessions covering how to launch, promote, and maximize your program — so you get strong member adoption from the very first day.
Member & Non-Member Access
Extend the program to prospects and non-members as a membership incentive. Use financial wellness as the on-ramp to full credit union membership.
One of the Most
Comprehensive Programs
Anywhere.
Most financial wellness programs are thin — a few articles, a calculator, maybe a webinar. Expedition Money is a full ecosystem built over years of real-world experience creating programs that actually change behavior.
3,000+ Videos
Short-form and deep-dive videos on every financial topic — watchable anytime, on any device.
80+ Online Courses
Structured learning paths built around the C.L.I.M.B. framework from financial struggle to independence.
Health Assessment
A personalized financial health snapshot that gives every member a clear starting point and roadmap.
Coaching & Workshops
Expert coaching content and interactive workshops that go beyond theory into real behavioral change.
19+ Books & Guides
Published resources members can read at their own pace — a library of financial wisdom always available.
Games & Challenges
Gamified experiences that make building financial habits genuinely fun and sticky.
FI Framework
The only program that gives members a real vision for Financial Independence — and a path to get there.
Conflict-Free
No products to sell, no commissions to earn. Pure, trusted education your members can rely on completely.
Affordable for Any
Credit Union.
Simple, transparent pricing — no hidden fees, no long-term lock-ins.
- Full Basecamp platform access
- 80+ courses & 3,000+ videos
- Member & non-member access
- User management portal
- Live reports & tracking
- Social media content library
- Launch & engagement training
- Everything in Basecamp
- Custom branding & white-label options
- Dedicated account manager
- Live workshops with Peter Waitzman
- CRA documentation & reporting
- Board presentation materials
- Priority support & onboarding
- Quarterly strategy reviews
30-day money-back guarantee · Questions? info@expedition.money
Let’s Build a Healthier
Financial Community. Together.
Schedule a free demo and see exactly how Expedition Money works inside a credit union — including how to launch, enroll members, and measure impact from day one.
Reach us anytime at info@expedition.money