Client financial wellness that turns transactions into relationships.
Sqwire is the white-label client financial wellness platform that gives your clients 100+ self-paced lessons under your brand. Stay top-of-mind between transactions, keep more clients, and know when they're ready for what's next.
of Sqwire users take positive financial action within 30 days
Trusted by 100+ organizations nationwide
Transactional relationships are costing you clients.
When clients only hear from you at the point of sale, a small price difference is enough to lose them. Client financial wellness makes you a partner in their financial progress, so they stay, refer, and come back.
- 80%
of clients want financial guidance from their providers
- 3x
higher retention with value-add services
- 40%
increase in cross-sell opportunities
How much revenue could better retention save you?
Enter the size of your book and your average revenue per client. Start with a conservative retention goal; even a small lift adds up.
Your CRM, book of business, or past-client list.
Average commission or lifetime value.
Projected annual revenue retained
By keeping 25 more clients this year.
Built for businesses that guide financial decisions.
Sqwire fits any business whose clients face big money decisions, with programs tailored to your field.
Insurance agencies
Stay connected to policyholders between renewals and earn more referrals.
Learn moreReal estate teams
Help buyers get mortgage-ready and keep past clients coming back.
Learn moreAuto dealerships
Help customers improve credit and qualify, and build loyalty for the next purchase.
Learn moreCredit unions
Offer co-branded financial education that deepens member relationships.
Learn moreService providers
Differentiate your offering with a value-add clients can use every day.
Learn moreDon't see your field?
If you guide people through important financial decisions, Sqwire fits.
Also used by financial advisors, lenders, coaches, and nonprofits.
From launch to closed deals in four steps.
We handle setup and rollout, so you can focus on your clients, not on tech.
- Launch
Brand it
We configure your white-label portal with your logo and give your team a turnkey kit to announce it.
- Engage
Educate clients
Clients get personalized courses and tools, and automated emails keep them coming back to your brand.
- Analyze
Spot interest
Your dashboard shows engagement and the topics clients are exploring, like buying a home or retirement.
- Grow
Reach out at the right time
Follow up with informed clients when they're ready, and turn education into closed business.
Value your clients use long after the sale.
A full library of self-paced lessons, tools, and personalized guidance, all under your brand.
- Budgeting
- Credit
- Debt payoff
- Buying a home
- Saving
- Investing
- Retirement
- Taxes
- Value-add. Give clients a reason to stay that has nothing to do with price.
- Growth-ready. Engagement shows you who's preparing for their next big decision.
- White-label. Your brand, your relationship, your credit.
Everything you need to stay top-of-mind.
A branded experience your clients enjoy, with insights that help your team grow.
Your logo, colors, and messaging on every page, so clients see your brand, not ours.
Track activity and course completions, and see which financial topics your clients are exploring, like buying a home or retirement.
AI-powered journeys guide each client through the lessons that match their goals and life stage.
Regular emails bring clients back to your branded portal, keeping your name in front of them all year.
Points, badges, and progress tracking keep clients coming back to finish what they start.
A virtual AI instructor answers questions and explains concepts in real time, any time of day.
Clients who learn with you stay with you.
Our data shows the return businesses see when they invest in client financial wellness, and how quickly clients act on what they learn. Talk to our team to see what that could look like for your book.
Questions from growth-focused businesses.
Don't see your question? Our team works with agents, advisors, lenders, and service providers every day.
Talk to our teamLooking for a benefit for your own employees? See employee solutions
Does a client financial wellness platform actually help me sell more?
Yes. Educated clients are confident buyers. By offering financial literacy under your brand, you build the trust that leads to larger decisions, and you're top-of-mind when clients are ready for their next product or service.
Can I put my own logo on it?
Absolutely. Sqwire is white-label, so your brand stays front and center and you get the credit for the value your clients receive.
How does it improve client retention?
It gives clients ongoing value between transactions. Clients who engage with your educational content stay connected to your brand and are less likely to switch to a competitor over a small price difference.
Is the content unbiased?
Yes. Sqwire is 100% educational. We don't sell insurance, loans, or investment products, so the content never competes with you or pitches another company's products.
How much work is it to launch?
Very little. We configure your branded portal and give your team a turnkey rollout kit to announce it, and our success team supports you through launch.
Can we offer Sqwire to our employees too?
Yes. You can run separate programs for your clients and your team, each with its own branding and reporting.
Ready to grow your book of business?
See Sqwire with your branding in a live demo, and get a launch plan built around your clients.