EverSafe® for Financial Organizations
Protect the Life Savings of Your Customers While Building Multi-Generational Relationships
EverSafe for Financial Services enables you to provide customers and their families with best-in-class financial protection. As the first monitoring solution focused on older customers and families, we help you deliver exceptional value through proactive protection while positioning your organization for the coming wealth transfer.
The Growing Challenge
Financial institutions face mounting pressure to protect customers while maintaining operational efficiency. Financial exploitation in later life is especially damaging – costing victims billions annually. Banks, firms, credit unions and insurance companies that fail to protect their customers also risk reputational damage, regulatory scrutiny, and lost relationships.
The Institutional Impact:
Stolen funds are a direct loss for customers – and the organization
Theft of assets means increased operational costs and lost income
Fraudulent activity invites regulatory scrutiny
Lost opportunity to retain next-generation wealth
Industry-Leading Protection for Your Customers
Safeguarding customers from fraud and scams is our highest priority
Demonstrate your organization’s commitment to customer protection with groundbreaking monitoring that analyzes activity across their accounts and institutions.
Build relationships with the next generation
Position your institution for the coming wealth transfer by connecting with customers’ adult children through family-centered protection.
Enhance competitive differentiation
Distinguish your organization with powerful fraud protection that builds deeper trust and customer loyalty.
Flexible Implementation Options
- Customer Self-Pay – Customers pay directly with institutional endorsement
- Selective Sponsorship – Institution chooses which customers to sponsor
- Enterprise Coverage – Flat organizational fee for qualifying customer protection
- White-Label Integration – Full institutional co-branding available
Simple Implementation Process
- Enterprise Consultation – Customized implementation planning
- Staff Training – Comprehensive onboarding for your team
- Customer Rollout – Supported launch to your customer base
- Ongoing Support – Dedicated enterprise support team
Enterprise Integration & Benefits
Advanced Technology Platform
Our AI-powered technology provides unparalleled protection across all accounts and institutions, giving your customers comprehensive coverage.
Operational Efficiency
- Early fraud detection reduces losses and investigation costs
- Streamlines customer protection workflows
- Reduces burden on front-line staff and compliance
- Enhances regulatory positioning
Customer Retention & Acquisition
- Increases customer satisfaction and loyalty
- Enhances reputation as a customer-protective institution
- Builds stronger relationships with customers’ adult children
- Gain a competitive advantage in serving older customers and families
Proven Results
Financial Institutions Using EverSafe Report
- Enhanced reputation as customer-protective institution
- Stronger relationships with customers’ adult children
- Reduced fraud-related losses and investigations
- Improved regulatory compliance positioning
Security & Compliance
- SOC2 reviews completed by independent auditors with bank-grade security
- Due diligence approval includes top 5 financial institutions
- Full regulatory compliance support
- Enterprise-grade security protocols
