First Source Federal Credit Union is proud to announce a new offering through Enrich, an innovative, AI-powered financial education platform designed to support financial well-being through customized experiences.

Their new financial wellness platform is customized to your personal financial journey. You’ll start by taking a short financial quiz and then have access to your own personal dashboard. Your dashboard will show what’s important to you and recommended based on your quiz. This advanced platform provides personalized learning paths. They also offer access to Certified Financial Coaches for one-on-one support, as well as resources for every goal from improving credit scores and managing debt to saving for big purchases and retirement planning.

“Financial well-being looks different for everyone,” said Alisa Eisnor, Marketing and Member Experience at First Source. “The Enrich software meets our members where they are, helping them reduce financial stress, build confidence, and take control of their financial future through their own personal journey.”

This offering is an extension of First Source’s long-standing commitment to education. Originally founded as Utica Teachers Federal Credit Union in 1938, First Source has deep roots in supporting lifelong learning. They are proud to promote financial literacy in our community—both inside and outside the classroom—through funding for school-based financial education programs and hands-on community learning experiences. Their goal is to build a stronger, more financially confident future for all.

Access to this program is available now. To learn more or to get started with your Financial Wellness Journey, visit fsource.org/financial-education-tools.

Looking to bring financial education to your organization or school? Request a presentation at financialeducation@fsource.org.

For more information, please contact Katie Ullman, at kullman@fsource.org or 315-735-8571.

 

PLATINUM INVESTORS