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Drive deposit retention and win new accounts by helping families stay Carefull

Our unique AI platform protects customers aged 55+ from the latest fraud, scams, and everyday money mistakes while driving wallet consolidation and cultivating the next generation of customers.

Register now to be notified about an exclusive AOBA-attendee webinar exploring ways banks can differentiate beyond interest rates, led by Carefull’s own financial experts.
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Carefull exists because banks are built on the trust of families. And families need their bank to do more.
Protect customers

Carefull is the industry’s only platform uniquely built for issues that affect older customers, scanning for over 50 behaviors such as unintended charitable donations, strange P2P payments, or even financial exploitation by a family member.

Retain assets

Keep low-cost deposits from leaving by providing sticky, differentiated trust-building tools for use by the whole family. These family members become warm leads for new accounts.

Capture wealth transfer

Protecting your most valuable customers and involving their adult children into their financial protections creates a decades-long opportunity to consolidate assets and build affinity that will drive retention through the inevitable wealth transfer.

Meet us at AOBA
 
Book a time to chat with our Co-Founder & CEO, Todd Rovak, and our Head of Sales,  Jeremy Bass at AOBA.
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