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BankMobile Workplace

Financial Wellness
at Work

The BankMobile Workplace platform, powered by BMTX Inc., is a technology solution that financially empowers employees through:

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On-the-go Money Management Tools

Employees can track spending, setup reserves for upcoming savings goals and get a more relevant view of balances minus upcoming expenses with the Snapshot and Money Meter tools.

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Financial Empowerment Blog

Employees’ one-stop shop for financial inspiration and motivation through articles and advice.

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Financial Education

We partner with Prudential Financial Inc. to provide customers with access to tools and support for achieving financial wellness.

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Omni-Channel Employee Communication

We communicate with employees to encourage customers to stay on track with their financial goals. We also provide account alerts to manage your finances anywhere.

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Employer Workshops

Complete workshop packages are available through your employer to educate you through presentations and materials. Topics include the importance of understanding your money personality, debt avoidance and the importance of saving.

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Educational Materials

Various free materials are available through your employer including books, budget checklists, worksheets, quizzes and surveys.