LifeSteps Wallet

LifeSteps Wallet’s vision is to keep your credit union "top of mind" and "top of wallet" and help members, especially tech-savvy Millennials, before, during and after life's biggest financial decisions.

LifeSteps Wallet offers a wraparound container app that will integrate with your credit union's brand and services. The app is designed to enhance your credit union's mobile offerings while matching important solutions with your members' major life events and everyday choices.

One mobile app. More member value.

Beautifully designed financial technology delivered under your credit union's brand

LifeSteps Wallet, patent pending, is a wraparound container app that enhances your credit union's mobile banking experience while saving your members time and money. It is an affordable platform with a modular, customizable app that will integrate seamlessly at a fraction of what it would cost your credit union to develop on its own.

Credit Union Services

Access mobile banking, send and receive money with friends, apply for loans, find nearby ATMs, chat with the credit union & more.


Discover nearby merchants with exclusive deals for credit union members, conveniently access national brand discounts, book travel at considerable savings, pay with your phone, store receipts, loyalty cards and more.

Financial Wellness

Build a budget, set aside emergency savings, discover your identity theft risk, keep an eye on your credit score, gain access to discounted legal resources & more.


Find credit union savings around every corner when you research, build, price and finance the car of your dreams, keep maintenance records organized, valuate a used car, get on-demand roadside assistance & more.


Empowering members with house hunting data and knowledge, find trusted contractors, track repair invoices, get design inspiration deals & more.

Watch the Demo Video


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