Family Matters Session 4: Senior Security

Session 4 - September 27, 2023 – 2 PM – 2:30 PM ET

SENIOR SECURITY: Carefull is a PRT (Protect / Retain / Transfer) provider that helps credit unions, banks and wealth advisors protect members and customers aged 55+, retain assets for longer, and bridge to the next generation ahead of wealth transfer. Seniors face $50 billion annually in fraud and money mistakes, and 45 million Americans are now involved in coordinating an aging loved one’s finances. Carefull offers both groups a premium, AI-powered service to safeguard finances: senior-specific account, identity, and credit monitoring; $1M in identity theft insurance; a password & document vault, and a smarter Trusted Contacts system for banks to position for wealth transfer, gaining “share of family” in addition to share of wallet. Founded in 2019, Carefull believes that creating safer, smarter family financial protections isn't only about money. It's about relentlessly simplifying the awkward tangle that happens when money and family come together.

What You'll Take Away:

• Gain insights on unique member needs and pain points of cross-generational relationships via a shareable workshop report
• Identify opportunities to build deeper relationships with members' families
• Generate new ways to embed your CU as a trusted resource during members' big life moments
• Develop tools for member-driven innovation
• Introductions to market solutions that provide a competitive edge for cross-generational relationships

This workshop series:

• Provides a high-level overview of the general concept lab approach and methodologies
• Establishes a foundation for participants to understand the approach and methodologies
• Shares lessons learned from prior solution implementations at spotlighted solutions
• Sheds light on solution’s risk mitigants, economics, and more

Who Should Attend:

• CEOs and COOs
• Heads of Strategy
• Member Experience Executives
• Senior Product Leaders

Registration is Free: Bring your Team