Start your financial coaching journey with SHARE, Change Machine’s online community of practice that connects you to a network of industry-leading practitioners across social services, non-profits, government agencies, and more focused on improving financial coaching strategies, enhancing impact, and building relationships.
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Data Management tool for capturing, tracking, and reporting your clients’ financial aspirations and outcomes.
Robust Coaching Toolbox with 100+ financial tipsheets and worksheets for your clients.
Powerful Data Management + Reporting Tools.
Have any database customization or reporting support? Contact Us
We contract with several ‘best in class’ corporations to ensure our platform provides maximum benefit and support to our users. We partner with Salesforce as a member of the Salesforce AppExchange, which provides us support in the form of data security, platform development and features we can incorporate or build from, and a source of partners we can work with who are already utilizing Salesforce for their CRM solution. This allows us the ability to scale faster, at a lower cost than if we had to maintain these functions on our own. In exchange for a percentage of our revenue generated through our app sales. We also contract with Twilio to embed their text message feature with our platform. Our success equates to more revenue and users for these entities.
Change Machine’s social enterprise and financial coaching 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.
Change Machine’s approach that’s methodical. It’s trackable and can produce data
points that will show outcomes, which means you can strengthen your position
with entities and small business owners to help them to thrive. That’s really what
this is about: I’ve got to have the tools at my disposal to help people at the lowest
level achieve and feel good about the achievements they’re making.
– Richard Keyes, Fresno Metro Black Chamber
Empowering organizations to deliver lasting financial security to all.
Tax Identification Number: 76-0833915
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