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Our economy should support everyone to achieve their financial goals.

We partner with organizations and public agencies nationwide to turn this idea into a reality, because creating lasting change takes collective work.

Join our community

Our platform is a scalable solution for all social service organizations and public agencies to embed effective financial coaching practices into their work. Its main features include:

  • Social collaboration tools to connect with colleagues and fellow users
  • Learning management to build and retain financial coaching knowledge
  • Customer relationship management (CRM) to track customer progress
  • Recommendation engine of fintech products and services

Connect with our partnerships team to schedule a live demo.

Explore our services

We offer custom trainings to embed financial coaching practices at your organization, including coaching and financial content training for practitioners, development and sustainability training for managers, and train-the-trainer curricula.

We also avail our team of virtual financial coaches to supplement your core programming. By referring your customers to Change Machine for intensive financial coaching, you can simultaneously build your programmatic capacity and accelerate customer-level outcomes.

Connect with our partnerships team to learn more about training and coaching services.

Apply our research to your work

Leveraging data from 65,275 customers served across 46 states, our insights inform lasting economic change.

  • Explore data-informed best practices for service delivery, advocacy, and product recommendation
  • Commission qualitative and quantitative research using original financial security data captured by our growing community of practitioners
  • Improve the social impact of your fintech by requesting an evaluation and submitting your product for customer validation

Connect with our research and development team to learn more.

Thank you to our funders

Change Machine Financial Funders

Cy Pres Awards

Change Machine welcomes cy pres awards to support our work to build financial security for low-income individuals and families. Cy pres awards distribute unclaimed settlement funds from class action lawsuits to organizations that serve underlying class members. For more information or to assess whether Change Machine is appropriate for cy pres, please contact Brianna McKinney.