Engagement and NPS Drivers

Let them brag about your relationship.

World-class, specialized customer care and timely original content proven to engage and delight.

70%

Email open rate

sustained engagement, even after 12 months of use.

69

NPS

on par with Apple, Ritz-Carlton, and Vanguard.

86%

Would be disappointed

if they could no longer use Carefull.

79%

More likely to recommend

their financial institution when Carefull is provided.

Proudly hosting the world’s least profitable care team.

Carefull Care Agents focus on reducing problems, not call time. Our U.S.-based, specialized team provides expert, compassionate assistance for everything from scams and ID theft to suspicious messages, money mistakes, and tech support — the real-human layer that integrates with Carefull’s technology to get families back to “everything’s OK.”

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Kelley Wimp, Carefull Care Team Lead
Kelley Wimp Care Team Lead

How it works

A care experience that delights, thanks to your brand

From a simple password reset to a complex scam resolution, the Carefull care team delivers a positive, memorable experience that reflects well on your institution.

  • U.S.-based customer care team
  • Spanish-speaking support available
  • Credit, identity, and fraud resolution expertise
  • Specialists trained to support older adults and caregivers
  • Seamless transfers to your institution when required
  • Measurable call deflection for your longest, trickiest conversations

Carefull Content

The right education at the right moment.

Most days, no one reads an institution’s content library. Instead, customers engage with content that shows up right when it’s needed most. This is content in context. The right content embedded directly within relevant alerts, weekly emails, and other high-engagement moments. Awareness can reduce scam and fraud susceptibility by up to 80%.

How it works

A complete education and content center

Carefull delivers education in the moments that matter most, helping customers recognize threats, take action, and stay engaged, all while giving your marketing and content teams a steady stream of valuable, ready-to-use material.

  • 300+ expert-written articles on scams, caregiving, aging, and financial wellness
  • New content, scam alerts, and educational resources added weekly
  • Every alert includes education or resolution content on that precise topic
  • Public-facing blog and content library for ongoing client education
  • Ready-to-share content for websites, newsletters, campaigns, and outreach
  • Carefull-hosted webinars on the latest topics
Read Carefull Articles

Be the hero, without the work.

When moments of distress become moments of delight, customer NPS and referrals follow. Give clients the perfect combination of the latest AI-powered technology backed by real humans who care — a world-class, human experience that reduces your call center volume.

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