Greg Bakke
CEO
EF
Expand Financial, LLC
Expand Financial offers B2B SaaS products that help businesses manage and save money while building financial literacy among their employees. Their platform provides tools and resources to improve financial well-being and operational efficiency.
- Artificial Intelligence
- Data & Analytics
- Enterprise Software
- Financial Technology
- Software Only
Updated 5 months ago
Funding
Funding rounds are not available yet.
Founders
Product
Problem
Many individuals lack access to quality financial literacy education, leading to poor financial decisions and hindering their ability to achieve financial stability. Traditional financial education methods often fail to engage users effectively, especially when competing with dynamic digital platforms. Financial institutions struggle to provide personalized and engaging financial literacy resources to their account holders at scale.
Solution
Expand Financial provides a B2B SaaS platform that leverages generative AI to create personalized financial literacy content for financial institutions and their account holders. The platform, powered by the Malachi Video Engine, generates explainer videos from text prompts, tailoring the learning experience to each user's financial situation. By integrating with existing fintech infrastructure, Expand Financial enables financial institutions to offer engaging and personalized financial literacy initiatives, bridging the gap in financial education and empowering individuals to make informed financial choices. The platform also offers a comprehensive analytics dashboard, allowing financial institutions to monitor the performance of their financial literacy video curriculums.
Target Audience
The primary target audience is financial institutions seeking to enhance financial literacy among their account holders, as well as fintech companies looking to integrate financial education tools into their platforms.
Features
- Generative AI-powered video engine that creates custom financial literacy modules from text prompts.
- Personalized learning experiences tailored to individual financial situations.
- Interactive in-video data visualizations and Q&As.
- Comprehensive analytics dashboard for financial institutions to track curriculum performance.
- Integration with existing fintech infrastructure for seamless deployment.
- Customizable video templates and voiceovers to match brand identity.
- Personalized content adaptation in scripts, voice overs, and visualizations.