Financial Engagement & Retention

Financial Engagement Tools Students Actually Use

Real financial support, real-time. On their phones, in their hands, never lost in the inbox.

Copi serves the tools students use and the resources you need to deliver.

Backed by an engaged community.

Engagement Driving Retention

Reduce financial strees, increase engagement, keep students enrolled.

Engagement Driving Retention

Reduce financial strees, increase engagement, keep students enrolled.

Engagement Driving Retention

Reduce financial strees, increase engagement, keep students enrolled.

Personalized Support at Scale

Ease administrative workload, identify student needs, act faster.

Personalized Support at Scale

Ease administrative workload, identify student needs, act faster.

Personalized Support at Scale

Ease administrative workload, identify student needs, act faster.

Compliant, Actionable Insights

Track outcomes and distribute resources without handling student data.

Compliant, Actionable Insights

Track outcomes and distribute resources without handling student data.

Compliant, Actionable Insights

Track outcomes and distribute resources without handling student data.

features

Groceries

Support your entire student body, personally.

CoPi helps higher education institutions deliver the necessary resources to course-correct financial risk before it becomes a problem.

Personal finances

Budget in Real Time
Plan, track, and adjust instantly.
Chat With Dashboards
Visual insights made interactive and relatable.
Stay Financially On Track
Debt repayment plans, spend alerts, smart notifications.

Personal finances

Budget in Real Time
Plan, track, and adjust instantly.
Chat With Dashboards
Visual insights made interactive and relatable.
Stay Financially On Track
Debt repayment plans, spend alerts, smart notifications.

Personal finances

Budget in Real Time
Plan, track, and adjust instantly.
Chat With Dashboards
Visual insights made interactive and relatable.
Stay Financially On Track
Debt repayment plans, spend alerts, smart notifications.

Sustained engagement

Gamified Engagement
Rewards and challenges to focus attention on what matters.
Micro-Lessons That Stick
Bite-sized financial education in just the right amount.
Personalized Nudges
Timely reminders aligned with each student’s goals.

Sustained engagement

Gamified Engagement
Rewards and challenges to focus attention on what matters.
Micro-Lessons That Stick
Bite-sized financial education in just the right amount.
Personalized Nudges
Timely reminders aligned with each student’s goals.

Sustained engagement

Gamified Engagement
Rewards and challenges to focus attention on what matters.
Micro-Lessons That Stick
Bite-sized financial education in just the right amount.
Personalized Nudges
Timely reminders aligned with each student’s goals.

Personalized support

Discrete Support
Private interventions delivered before students ask.
Personalized Profiles
Unique profiles surface content relevant to each student.
Targeted Resources
Only the right content, no overload.

Personalized support

Discrete Support
Private interventions delivered before students ask.
Personalized Profiles
Unique profiles surface content relevant to each student.
Targeted Resources
Only the right content, no overload.

Personalized support

Discrete Support
Private interventions delivered before students ask.
Personalized Profiles
Unique profiles surface content relevant to each student.
Targeted Resources
Only the right content, no overload.

Active community

Student-led co-creation
Student advisory shapes Copi's & anchors relevance.
Collaborative motivation
Network effect meets financial literacy.
Peer-to-peer support
Students connect and learn from each other.

Active community

Student-led co-creation
Student advisory shapes Copi's & anchors relevance.
Collaborative motivation
Network effect meets financial literacy.
Peer-to-peer support
Students connect and learn from each other.

Active community

Student-led co-creation
Student advisory shapes Copi's & anchors relevance.
Collaborative motivation
Network effect meets financial literacy.
Peer-to-peer support
Students connect and learn from each other.

Why Copi

Why Higher Education Chooses Copi

Copi gives students access to elite financial awareness and the support of community. Reducing financial stress is a team effort and Copi's mission is to help prevent 1% of financial drop-outs.

A small number with big impact.

Chat gets around. Don't trust your sensitive financial info to a very public interface. Privacy aside- can you even trust it?

CoPi is your protective layer, giving access to the powerful of AI analysis without the stress.

Student engagement: A passionate student community shapes Copi's while collaborating, celebrating, and supporting each other.

Personalization at scale: Copi can discreetly deliver your intervention resources before it's too late, removing stigma and anxiety.

Financial literacy: Micro-lessons and real-time, relevant financial tools give students something of value- and they're asking for it.

Measurable & compliant impact: Institutions see engagement metrics; students set alerts privately, ensuring compliance and trust.

How to Engage

Start Where You're Ready

Not every institution starts in the same place. CoPi offers flexible ways to bring financial literacy and engagement to your students.

Unofficial Support

Pilot by sharing with student groups, test engagement and outcomes before a campus-wide rollout.

No Cost

Tell me more

Free for student use

Personalized financial agent

Gamefied financial literacy module

Eligibile for Copi community events

Support: Email

Personalize your version of Copi

Integrate a branded version of Copi, provide proactive, personalized, and discreet student retention support.

Coming Soon…

I'm in, let's meet

Free to anyone with your domain email

Personalized financial agent

Gamefied financial literacy module

Engagement & interaction dashboard

Enterprise platform features

Share through official channels

Promote through official channels, optimize distribution of a useful resource for student wellness and retention.

No Cost

Tell me more

Free for student use

Personalized financial agent

Gamefied financial literacy module

Copi events & community support

Dedicated account manager

Copi in the classroom

Copi is built with students, for students to make money stress one less blocker to success

bring Copi to your class and link financial clarity with learning outcomes

Copi in my class

Copi in the classroom

Copi is built with students, for students to make money stress one less blocker to success

bring Copi to your class and link financial clarity with learning outcomes

Copi in my class

Copi in the classroom

Copi is built with students, for students to make money stress one less blocker to success

bring Copi to your class and link financial clarity with learning outcomes

Copi in my class