Change Machine’s platform is a scalable solution for social service organizations and public agencies to embed effective financial coaching practices into their work with individuals and contribute to lasting economic change.

Publicly launched in 2015 with the goal to amplify the impact of social service providers on the financial security of low-income communities, the platform initially gained popularity in the financial coaching field before being adopted by other social service sectors, including workforce development, housing, and education.

At core, Change Machine’s platform is a practitioner-facing, subscription-based software as a service (SaaS). It offers a range of customizable features to meet the unique needs of organizations, agencies, and programs to address the specific financial barriers that customers navigate.

License Tiers

Community (free through 06/30/21)

  • Social collaboration tool with small group and community discussion forums
  • Regular community trainings on emergent financial security topics

Community Plus

  • Social collaboration tool with small group and community discussion forums
  • Regular community trainings on emergent financial security topics
  • Self-paced training modules to build financial coaching knowledge, practical skills, and confidence
  • Field-tested financial security curriculum
  • Toolbox of more than 150 customer-facing tools and tipsheets, available in English and Spanish
  • Office hours to support the embedding of financial security strategies

Premium (includes Community Plus)

  • Action plans and other interactive tools, including calculators and automatic balance sheets
  • Customer relationship management (CRM) software that integrates with your existing Salesforce instance
  • Reports and dashboards
  • Technical and content skills training

Premium Plus (includes Community Plus)

  • Action plans and other interactive tools, including calculators and automatic balance sheets
  • Customer relationship management (CRM) software that integrates with your existing Salesforce instance
  • Reports and dashboards
  • Technical and content skills training
  • Evaluation and impact measurement, including customized outcomes reports
  • Platform customization, including surveys, action steps, outcomes framework, mission-level data, and more

Pricing

License Tier Annual Cost (per user)
Community $35 FREE through 06/30/21
Community Plus $450
Premium $950 starting cost
Premium Plus $2,500 starting cost

For more information, live demonstrations, and to initiate your free trial, connect with our partnerships team.

 

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