EverSafe® for Banks
Protect a Lifetime of Savings Against Fraud, Scams, and Theft
EverSafe for Banks 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
Banks face mounting pressure to protect customers while maintaining operational efficiency. Financial exploitation in later life is especially damaging as retired victims may be unable to recover funds. Banks that fail to protect their customers suffer beyond monetary loss – they also risk reputational damage, regulatory scrutiny, and lost relationships.
The Impact:
Stolen funds cause financial and emotional harm to customers and families
Theft of deposits and account takeovers erode customers' trust in their institution
Fraudulent activity increases operational costs and regulatory scrutiny
Scammed customers can cause reputational damage and loss of next-gen 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 accounts and institutions.
Build relationships with the next generation
Position your bank for the coming wealth transfer by connecting with customers’ adult children through family-centered protection.
Enhance competitive differentiation
Distinguish your bank with powerful fraud protection that builds deeper trust and customer loyalty.
Flexible Business Models
- Customer Self-Pay – Customers pay directly
- Selective Sponsorship – Bank chooses which customers to sponsor
- Enterprise Coverage – Flat organizational fee for qualifying customer protection
- White-Label Integration – 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
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
- Reduced fraud-related losses
- Enhanced reputation as customer-protective institution
- Stronger relationships with customers’ adult children
- Improved oversight with “Trusted Advocates”
Security and
Compliance
- SOC2 reviews completed by independent auditors
- Due diligence approval includes top 5 financial institutions
- Full regulatory compliance support
- Enterprise-grade security protocols
Get Started with EverSafe Today
You receive a complimentary one-year membership just for registering
Referring Customers at Risk for Financial Exploitation to State Agencies
HelpVul (Helping Vulnerable Adults) is secure technology connecting banks to APS and state securities regulators. The portal facilitates collaboration and improves outcomes for vulnerable adults.
- Streamline workflows
- Standardized and secure reporting across states
- Secure 2-way messaging & finanical records exchange
