Savvymoney

savvymoney.com · San Ramon, United States of America

SavvyMoney provides white-labeled credit score monitoring, credit report analysis, and personalized loan offer tools that banks and credit unions embed into their digital and online banking platforms. The company helps financial institutions increase engagement and loan volume by giving consumers insight into their credit health and presenting pre-qualified lending offers. SavvyMoney generates revenue through SaaS licensing and usage-based fees paid by its financial institution clients.

  • Banking & Lending Software
  • Business Intelligence & Dashboards
  • IT Consulting & Implementation
Revenue
$25.0M
Employees
120
Founded
2009
Headquarters
San Ramon, United States of America

What 9 Arbolus experts think of Savvymoney

NPS scores are positive overall, with 88% of experts rating the platform at 8 or above. Renewal intent is high, with 78% indicating they plan to renew and only 22% expressing uncertainty. Stickiness is strong—67% of respondents have adopted SavvyMoney for more than one year, while 33% are in pilot phases.Key themes include high ROI perception among long-term users and greater satisfaction as implementation matures. Uncertainty is linked with newer implementations or high-investment pilots. Most dissatisfaction is observed in selective pilot customers. Overall Customer Sentiment: Positive

Who reviewed Savvymoney

Total customers 9 7 current · 2 former
Reviews growth +1 in six months
Seniority of respondents
  • C-Suite 78% (7)
  • Director 22% (2)
Finance Leader C-Suite NPS 8 Will renew
Product Leader C-Suite NPS 10 Will renew
Not specified C-Suite NPS 6 Will renew

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Sentiment

33 Net Promoter Score, from 9 scored reviews
  • Promoters 4
  • Passives 4
  • Detractors 1

Written answers and themes publish with the full report.

Renewal intent

Plan to renew 78%
  • Will renew 7
  • Undecided 2
  • Not renewing 0

Plan to renew, by seniority

  • C-Suite 71% 7 answers
  • Director 100% 2 answers
  • 8.1/10 Average score from customers who will renew
  • 8.5/10 Average score from undecided customers

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