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The Change Machine Platform is a virtual community of practice. Together, we collectively amplify our impact on the financial security of customers and contribute to lasting economic change.
The platform is composed of three (3) coaching tools:
SHARE consists of small group and community discussion forums where practitioners gather to troubleshoot coaching topics, share resources, access best practices, and more. To learn more about SHARE, click here.
LEARN is a series of self-paced training modules for practitioners to build financial coaching knowledge, practical skills, and confidence, backed by our field-tested financial coaching curriculum. To learn more about LEARN, click here.
COACH is a customer relationship management (CRM) system that tracks financial security data and outcomes and integrates seamlessly with your existing Salesforce instance. To learn more about COACH, click here.
- The Fintech Product Recommendation Engine is a part of the COACH app and enables practitioners to recommend vetted, tech-based financial products for their customers that help them achieve their financial goals. To learn more about the Product Recommendation Engine, click here.