Copi for financial institutions
white-label a GenZ strategy
for your credit union or community bank
financial clarity is a right, not a feature
help your members build healthy money habits while you capture the next generation.
deploy the AI-powered PFM that breaks financial barriers, not your budget.
Gen Z controls $1.1 Trillion in income right now in North America
it will hold 16% of all deposits by 2035
and their trust in traditional banking has never been lower
so what's your plan?
the challenge to capturing Gen Z's attention is delivering the engagement they expect
mobile-first, hyper-personalized, relevancy on-demand
Copi puts advisor-grade insights, goal-based planning, and micro-learning in your member’s pocket.
visual guidance. conversational clarity. personalized decisions.
every institution has a different starting point, Copi meets you there.
choose your path to deliver next-gen financial wellness and measurable impact.
reach your membership goals with your existing infrastructure
no new builds, no new hires
mission gateway
mission impact & Gen Z engagement
give members access to a secure, white-labeled Copi app
full suite of tools: advanced budgeting, advisor-grade
analysis, and engaging financial literacy
zero integration required
digital upgrade
modernize your banking app & gain insights
light API integration embeds Copi’s PFM tools directly in-app
behavioral diagnostics, goal tracking, and spend insights
minimal disruption to your existing system
ideal for enhancing the digital experience of your existing banking app
full integration
build loyalty & drive cross-sell growth
full native embedding of Copi’s behavioral intelligence, account management, and your CMS
enable personalized messaging, education, and chat-enabled offers in-app
deepest personalization and monetization potential
ideal for scaling personalization and data-driven growth
