Investing education for financial institutions
Your members want to invest. Nobody taught them how.
ottiebox teaches investing in three-minute lessons, guided by a calm otter your members will actually finish a course with.
ottiebox teaches investing in three-minute lessons, guided by a calm otter your members will actually finish a course with.
72% of Gen Z say they want their financial institution to help them make better money decisions. Only 14% feel it does. That 58-point gap is where your younger members quietly go somewhere else.
Your members are curious about investing and afraid of it in equal measure. So they learn it from TikTok, or they never learn it at all. Either way, the investable dollars leave. They end up in an app that turns risk into a game, and the relationship you spent years building goes with them.
Three minutes a lesson. Plain words. No jargon, no hype, no finance-bro energy. Ottie is a calm otter who teaches and never sells. Members get attached to him, which is the entire reason they come back. They practice with pretend money and real prices, so nothing is ever at risk. Education, never advice. No signals, no picks, no promises about returns.
One credit union reported that lift in the first year of running a gamified financial-education program.
Financial literacy qualifies as a community-development activity. The budget usually already exists.
Including Amex and U.S. Bank. Members get it free, the institution carries the cost. It is a proven shape.
Every financial-wellness tool teaches budgeting, credit, and checking accounts, then stops right before investing, the one thing your members most want to understand and are most afraid of getting wrong. ottiebox begins exactly there.
ottie: exactly. a share is a slice of ownership. that’s the whole idea.
Illustrative. During your pilot these fill with your members’ real numbers, whatever they say.
You would get a live dashboard: members reached, lessons completed, who finished, and who came back. Real numbers, whatever they say.
We are taking on a small number of pilot partners: a short pilot, a real number on member engagement, and an honest conversation about whether it worked.
Safe by design: no member PII required, your data stays yours, and it is education only, so it sits clear of advice rules.