partnerships - higher education

higher education

partnerships - higher education

financial engagement tools students actually use

Name: Copi
Brand: Copi

financial wellness

reduce stress with free access to budgeting and spending tools

financial wellness

reduce stress with free access to budgeting and spending tools

financial wellness

reduce stress with free access to budgeting and spending tools

personal support

ease administrative load and give personalized support, at scale

personal support

ease administrative load and give personalized support, at scale

personal support

ease administrative load and give personalized support, at scale

financial inclusion

align with Copi's mission to make financial clarity a right, not a privilege

financial inclusion

align with Copi's mission to make financial clarity a right, not a privilege

financial inclusion

align with Copi's mission to make financial clarity a right, not a privilege

Partner with Copi

student created

real-time support, built for student life

on their phones, in their hands, never sitting in the inbox.

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

backed by an engaged community.

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.

Partner with Copi

here's how

personal finances

real-time budgeting
plan, track, and adjust instantly.
chat with your money
visual insights made interactive and relatable.
stay on track, financially
debt repayment plans, spend alerts, proactive nudges.

personal finances

real-time budgeting
plan, track, and adjust instantly.
chat with your money
visual insights made interactive and relatable.
stay on track, financially
debt repayment plans, spend alerts, proactive nudges.

personal finances

real-time budgeting
plan, track, and adjust instantly.
chat with your money
visual insights made interactive and relatable.
stay on track, financially
debt repayment plans, spend alerts, proactive nudges.

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 any 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 any 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 any student’s goals.

personalized support

discrete pathways
private interventions delivered before students ask.
personalized content
surface the most relevant content for each student.
targeted resources
reduce overload by delivering only necessary content.

personalized support

discrete pathways
private interventions delivered before students ask.
personalized content
surface the most relevant content for each student.
targeted resources
reduce overload by delivering only necessary content.

personalized support

discrete pathways
private interventions delivered before students ask.
personalized content
surface the most relevant content for each student.
targeted resources
reduce overload by delivering only necessary content.

active peer community

student-led co-creation
student advisory shapes Copi & anchors relevance.
collaborative motivation
network effect meets financial literacy.
peer-to-peer support
students connect, safely, and learn together.

active peer community

student-led co-creation
student advisory shapes Copi & anchors relevance.
collaborative motivation
network effect meets financial literacy.
peer-to-peer support
students connect, safely, and learn together.

active peer community

student-led co-creation
student advisory shapes Copi & anchors relevance.
collaborative motivation
network effect meets financial literacy.
peer-to-peer support
students connect, safely, and learn together.

Why Copi

Why Higher Education Chooses Copi

reducing financial stress is a team effort. Copi does this by pairing elite financial tools with a supportive community.

the mission is to make financial clarity a right, not a privilege. by giving students this clarity, we hope to prevent 1% of financially-motivated drop outs. a small number with a big impact.

student engagement: a collaborative student community shapes Copi's development while supporting each other.

personalization at scale: copi can discreetly deliver needed resources before it's too late, removing stigma and anxiety.

financial literacy: micro-lessons and functional financial tools give students real value and they're asking for it.

financial inclusion: Copi is mission-focused on giving everyone access to financial clarity. are you in?

Partner with Copi

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.

not every institution starts in the same place.

Copi offers flexible ways to bring financial literacy and engagement to your students.

not every institution starts in the same place.

Copi offers flexible ways to bring financial literacy and engagement to your students.

choose the path that fits best

student gateway

pilot student use of the app on campus

give students free trial access to Copi's financial agent

they get: behavioral spending insights, goal-focused budgeting, advisor-level decision support & more

zero integration required

ideal for assessing institutional fit & student response

collaborator

upgrade you financial wellness offer

give students & alumni free access to Copi's financial agent

they get: behavioral spending insights, goal-focused budgeting, advisor-level decision support & more

get access to on-campus activities & academic collaborations

demonstrate alignment with financial inclusion

full partnership

lead with financial inclusion

white-labeled version of Copi's financial agent

personalized messaging, financial literacy, and a discreet channel for personalized support

deepest personalization and retention potential

ideal for scaling personalization to provide proactive, discreet retention support

Partner with Copi

Copi in the classroom

Copi is built with students, for students to remove money stress as a blocker to success

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

Copi in class

Copi in the classroom

Copi is built with students, for students to remove money stress as a blocker to success

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

Copi in class

Copi in the classroom

Copi is built with students, for students to remove money stress as a blocker to success

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

Copi in class