Ensure your credit union thrives through the great wealth transfer
Between 66% and 95% of children leave their parent's financial institution after loss. Stop the attrition by supporting the family before assets move.
The hidden expense eroding your members' financial health.
of your members are balancing a "second job" as an unpaid caregiver.
of these families are worried that rising care costs are jeopardizing their financial future.
3 out of 4 caregivers are sacrificing their own financial future just to cover the cost of care.
Leading credit unions now realize that supporting their member's needs as caregivers is a differentiator that drives member growth and asset retention.
The ROI of supporting your members
14%
Eligible member utilization rate
17%
1.5
4.8/5
Member experience rating
98.5%
Client retention rate
81%
Improved brand loyalty
The complete solution
Homethrive is the high-touch caregiving engine that manages the childcare, elder care, and loss logistics draining your members’ time and wealth. By inviting their family and beneficiaries into a shared “Care Circle,” members build a multi-generational bridge directly back to your credit union. We solve the crisis of care so you can protect their financial wellness and capture the next generation of assets.
Secure the legacy, not just the account
$70
trillion
The Difference
the moment a member passes. We provide the hands-on estate organization and loss support required to protect member assets and keep families focused on what matters, not paperwork.
The Preparation
Credit Unions must build relationships with the next generation the assets move. Our creates a warm environment where beneficiaries see your institution as their primary lifeline during life’s hardest transition.
Easy to implement, manage, and customize
24/7 Digital Access
Instant, around-the-clock access to smart tools and expert-vetted resources for on-demand caregiving support.
Unlimited 1:1 Support
Experienced social workers act as high-touch allies to provide coaching, coordination, and hands-on help with complex systems.
Backup Care
Access to reliable, background-checked providers for children, adults, and pets whenever a gap in care arises.
After Loss Planning and Support
Proactive, hands-on assistance to execute estate logistics, legal documentation, and end-of-life planning with dignity.
Seamless Product & Service Integration
We amplify your existing services by intelligently guiding members to your right-time financial products to maximize impact.
Member data protection
A turnkey, SOC2-audited solution that follows NIST standards with zero requirement for complex data sharing.
