SavvyMoney Welcomes Amerant Bank as Its 1,500th Financial Institution Partner

SavvyMoney Partners with Amerant Bank

SavvyMoney, a leading innovator in the financial technology sector, has reached a significant milestone by partnering with Amerant Bank, marking their 1,500th financial institution (FI) collaboration. This impressive achievement underscores SavvyMoney's unwavering commitment to enhancing financial well-being through tailored solutions that empower institutions and consumers alike. The partnership is set to roll out comprehensive financial wellness solutions in 2025, significantly impacting consumer engagement in Florida.

Located in Florida, Amerant Bank is recognized as a premier bank and boasts assets exceeding $10 billion. The institution has carved out an impressive reputation over its 45-year history, maintaining an outstanding Community Reinvestment Act (CRA) rating for two decades and earning accolades as a Most Loved Workplace for three consecutive years. Through this partnership, Amerant will integrate SavvyMoney's advanced platforms to provide its clients with enhanced credit intelligence and personalized financial wellness tools. This integration is currently in implementation, with the full suite set to go live later this year.

JB Orecchia, the president and CEO of SavvyMoney, expressed excitement about the new partnership, stating, "Reaching 1,500 financial institution partners with Amerant Bank is a pivotal moment for SavvyMoney. Amerant's scale highlights how established institutions are placing financial wellness at the core of their service strategies. Our collaboration will extend our platform's reach to provide sophisticated credit intelligence for thousands of new users across Florida's diverse markets, revolutionizing how consumers engage with their financial health."

SavvyMoney’s comprehensive financial wellness platform seamlessly integrates with over 43 digital banking platforms, ensuring a user-friendly experience that can be implemented within a matter of weeks. What sets SavvyMoney apart is not only their innovative technology but also their exceptional support, proven return-on-investment (ROI) metrics, and a holistic approach that transforms the customer engagement experience for financial institutions.

Amerant Bank's leadership, represented by Claudianna Rivero, FVP Head of PMO and Digital Channels, emphasized the importance of this partnership for their customers. "Our collaboration with SavvyMoney aligns with Amerant’s vision to provide innovative, customer-centric solutions. We aim to significantly enhance our digital engagement capabilities and offer personalized financial tools that include both credit education and relevant product offerings. Driven by SavvyMoney's data-centric methodology and efficient implementation, we are committed to improving credit literacy across our customer base. Partnering with SavvyMoney marks a significant advancement in our digital banking abilities, enabling us to support our customers' financial wellness effectively,” stated Rivero.

This partnership with Amerant follows SavvyMoney’s recent acquisition of CreditSnap, demonstrating their rapid growth trajectory and commitment to continuous innovation in the fintech industry. With an expanding platform and network of financial institution partners, SavvyMoney is well positioned to scale its impact nationwide, making financial wellness available to millions of consumers across the country.

SavvyMoney's advanced platform empowers banks, credit unions, and fintechs to deliver real-time credit insights, personalized marketing strategies, and seamless application experiences—all embedded within their existing digital banking infrastructures. By merging a user-focused philosophy with cutting-edge technology, SavvyMoney is revolutionizing the interaction between financial institutions and their clients, propelling financial wellness and ensuring measurable growth.

To discover more about SavvyMoney and the myriad of solutions they offer, visit SavvyMoney's website.

About SavvyMoney

SavvyMoney's integrated platform for financial wellness and analytics serves over 1,500 banks, credit unions, and fintech companies across the nation, fostering deeper consumer insights, targeted engagement strategies, and measurable growth in portfolios. Their commitment to innovative technology and comprehensive service solidifies their standing as a leader in enriching consumer relationships within the financial sector.

About Amerant Bank

Amerant Bank, N.A. is a key player in Florida's banking ecosystem and serves as a vital subsidiary of Amerant Bancorp Inc. (NYSE AMTB). With a legacy spanning over 45 years, the bank provides a wide range of services, including banking, investment, and mortgage assistance across South Florida and Greater Tampa. They actively support community initiatives and have been recognized as a Most Loved Workplace by the Best Practice Institute three years in a row. For updates and news, visit the Amerant Newsroom.