Carefull

Financial Health Network recently assessed the fintech market to determine how well companies are meeting the needs of low- to moderate-income older adults, and Carefull is honored to be recognized for placing a strong focus on elder fraud protection. The report also highlighted Carefull's clear communication of its security measures and data practices. We're proud to be recognized for supporting and building trust with older adults. #fintech #agetech https://lnkd.in/e2Yak8HR

Calling all advisors! Did you know that only 13% of financial advisors reach out to their clients' adult children? Having a unique next-gen outreach function could be a key way to grow your firm. Check out Carefull Co-Founder Todd Rovak's three key steps advisors can take to bridge the generation gap and set their firms apart in the Wealth Solutions Report. #wealthtransfer https://lnkd.in/gXv7kbQP

The credit union mission is driven by people helping people. That is why we started Carefull, and that is why we are excited and honored to be a CUNA Strategic Services Alliance Provider. As a platform to protect against elder fraud and exploitation, we stand to protect 75% of all credit union holdings, while also providing a vital tool to reach the next generation of members to help grow the member base of credit unions. If you are a credit union interested in Carefull, you can learn more here: https://lnkd.in/ewBU5HXy

Carefull Head of Sales Jeremy Bass and Senior Account Executive Evan Willingham are headed to Q2 #CONNECT24 in Austin June 4-6. Stop by Booth 7 or book a time to chat to learn more about how Carefull can help your financial institution protect your most valuable and vulnerable customers and members. https://lnkd.in/eJpcDrcx

Check out Carefull at the Chase Center, where our co-founder Todd Rovak Rovak attended the Commerce Ventures annual summit. Thanks Commerce Ventures for an action-packed day.

We are thrilled to announce that Carefull has joined the Georgia Bankers Association as an Associate Member! We are looking forward to protecting and serving more families in Georgia through existing and new bank, credit union, and wealth partnerships. Thanks again to Bogan Brannen and David M. Oliver for getting us set up. We’re excited to connect with members at several GBA events later this year! #Carefull #GeorgiaBankersAssociation #FinancialSafety #FraudPrevention #GBA

With more than 1.5 million charitable organizations in the U.S., there’s no shortage of causes to support. However, you can’t just give with your heart. You also have to give with your head.  To help, Carefull asked Laura Andes, chief program office at Charity Navigator, for tips on how to evaluate charities before you give. Check out her advice -- and find out how Carefull is now providing Charity Navigator ratings as part of its donation alerts. #charitablegiving https://lnkd.in/ec2a-NAz

Carefull is excited to announce that we are offering enhanced donation monitoring by partnering with Charity Navigator. Carefull is leveraging Charity Navigator's powerful new API, harnessing 225,000+ charity ratings to provide our users alerts if they donate to organizations that earn two stars and below. This partnership will help seniors avoid charity scams and complement our existing protections that alert users to hidden recurring donations and keep track of their giving. "Charity Navigator's data helps us bring insight and transparency to each and every donation, so our customers can make better decisions about where to give and ensure their hard-earned dollars are going to the causes they intend," says Max Goldman, Co-CEO and Founder at Carefull. #fintech #agetech #charitablegiving #financialsafety https://lnkd.in/e49VwkUq

Carefull is excited to announce the hiring of Evan Willingham as a senior account executive. Evan’s experience in aligning the needs of financial institutions with fintech will be crucial to the growth of Carefull. Welcome, Evan!

We are happy to announce that Carefull has joined the North Carolina Bankers Association! In June, we will be heading to the 128th NCBA Annual Convention, where our head of sales, Jeremy Bass, will be participating in a session called "Tackling Elder Fraud and Financial Safety: Ideas for serving your most vulnerable and valuable customers" with other North Carolina banking experts. Looking forward to an interesting discussion and a finding ways to serve more older adults in North Carolina! #banking #fraudprevention #elderfraud #agetech