SavvyMoney Signs Amerant Bank as 1,500th FI Partner

Rhea-AI Summary

SavvyMoney has announced a significant milestone by signing Amerant Bank (NYSE: AMTB) as its 1,500th financial institution partner. Amerant Bank, managing over $10 billion in assets, will integrate SavvyMoney's comprehensive financial wellness platform to provide enhanced credit intelligence and personalized tools to its customers across South Florida and Tampa.

The partnership will leverage SavvyMoney's platform, which offers seamless integration across 43+ digital banking platforms and includes credit score solutions, real-time analytics, and automated lending tools. Amerant Bank, known for its 45-year history and 20 consecutive years of 'Outstanding' CRA ratings, plans to launch these solutions later in 2025.

Positive

• Milestone achievement of 1,500 financial institution partnerships demonstrates strong market adoption
• Partnership with a significant $10 billion asset bank expands market presence in Florida
• Integration capability across 43+ digital banking platforms shows strong technological infrastructure
• Recent acquisition of CreditSnap indicates strategic growth and innovation

Negative

• Implementation timeline extends into late 2025, indicating delayed revenue recognition
• Competitive pressure in fintech space may impact market share

Insights

Banking Technology Analyst

Amerant's partnership with SavvyMoney enhances digital banking capabilities while expanding SavvyMoney's market presence to 1,500 financial institutions.

Amerant Bank (NYSE: AMTB) has signed on as SavvyMoney's 1,500th financial institution partner, marking a significant milestone for the fintech company's growth trajectory. As Florida's bank of choice with $10 billion in assets under management, Amerant's decision to implement SavvyMoney's platform represents continued market validation for embedded credit score solutions and financial wellness tools in the banking sector.

The partnership aligns with several strategic priorities for Amerant Bank. By integrating SavvyMoney's credit intelligence platform, Amerant strengthens its digital banking capabilities and enhances customer engagement through personalized financial tools. This move supports Amerant's customer-centric approach that has already earned the bank recognition as a Most Loved Workplace for three consecutive years.

From an implementation perspective, Amerant will benefit from SavvyMoney's turnkey solution that integrates across 43+ digital banking platforms and can launch in weeks rather than months. The full suite is expected to go live later this year, suggesting a relatively quick time-to-market that should minimize integration disruption.

For SavvyMoney, securing a partner of Amerant's scale ($10 billion in assets) demonstrates the platform's enterprise-level capabilities. This partnership, following SavvyMoney's recent acquisition of CreditSnap, signals accelerating momentum in the company's growth strategy. The expansion to 1,500 financial institution partners represents significant market penetration in the financial wellness technology space.

Florida's bank of choice, Amerant, joins growing network of forward-thinking institutions using SavvyMoney, set to launch comprehensive financial wellness solutions in 2025

DUBLIN, Calif., July 30, 2025 /PRNewswire/ -- SavvyMoney, the leading provider of embedded credit score solutions, real-time analytics, and automated lending tools, is proud to announce Amerant Bank as its 1,500th financial institution (FI) partner. This milestone highlights SavvyMoney's continued growth and dedication to empowering financial institutions with innovative solutions that strengthen consumer relationships and deliver measurable results.

Amerant Bank, Florida's bank of choice and main subsidiary of Amerant Bancorp Inc. (NYSE: AMTB), manages over $10 billion in assets while serving clients across South Florida and Tampa through its comprehensive banking, investment and mortgage services. The institution has built a strong reputation over its 45-year history, maintaining an 'Outstanding' CRA rating for 20 consecutive years and earning recognition as a Most Loved Workplace three consecutive years. Through this new collaboration, Amerant will integrate SavvyMoney's platform to deliver enhanced credit intelligence and personalized financial wellness tools to its growing customer base. Implementation is underway, with the full suite of solutions expected to go live later this year.

"Reaching 1,500 financial institution partners with Amerant Bank represents a pivotal moment for SavvyMoney," said JB Orecchia, president and CEO of SavvyMoney. "Amerant's scale demonstrates how established institutions are prioritizing financial wellness as a core differentiator. This partnership extends our platform's reach to support thousands of new users across Florida's dynamic markets, enabling Amerant's teams to deliver sophisticated credit intelligence that transforms how consumers engage with their financial health. This milestone and SavvyMoney's partnership growth reinforces our proven ability to make financial wellness accessible at enterprise scale."

SavvyMoney's comprehensive financial wellness platform offers seamless integration across 43+ digital banking platforms with turnkey implementation that can launch in weeks, not months. What sets SavvyMoney apart is their white-glove support, proven ROI metrics and comprehensive solution that transforms how financial institutions engage customers through credit intelligence, personalized marketing and streamlined loan origination.

Amerant Bank emphasized the importance of the partnership for its customers and teams. Claudianna Rivero, FVP Head of PMO and Digital Channels at Amerant said, "Our collaboration with SavvyMoney reflects Amerant's goal to deliver innovative, customer-focused solutions." Their decision was driven by a clear vision to significantly elevate digital engagement and provide truly personalized financial tools, encompassing both targeted credit education and timely, relevant product offerings. This was further bolstered by SavvyMoney's data-driven approach and the efficiency of its "go-to-market" implementation, along with Amerant's proactive goal to enhance credit literacy across its entire customer base. "Partnering with SavvyMoney is an important step in advancing our digital banking capabilities, continued Rivero. We remain focused on providing tools that support financial well-being and create meaningful value for our customers, and we're eager to roll out these solutions later this year."

SavvyMoney's partnership with Amerant follows the company's recent acquisition of CreditSnap, demonstrating accelerated growth and continued innovation in the fintech space. With enhanced platform capabilities and a growing network of financial institution partners, SavvyMoney is positioned to scale its impact nationwide, making financial wellness accessible to millions of consumers.

SavvyMoney's comprehensive platform enables banks, credit unions and fintechs to deliver real-time credit insights, personalized marketing campaigns and seamless application experiences—all within their digital banking infrastructure. By combining a user-centric philosophy with powerful, data-driven technology, SavvyMoney is redefining how banks and credit unions engage their consumers, promote financial wellness and drive measurable growth.

To learn more about SavvyMoney and its capabilities, visit https://www.savvymoney.com/.

About SavvyMoney
SavvyMoney's unified financial wellness and analytics platform serves over 1,500 banks, credit unions, and fintechs nationwide – enabling deeper consumer insights, targeted engagement, and measurable portfolio growth. What sets SavvyMoney apart is not just its innovative technology but also its hands-on service, coupled with a resolute commitment to assisting financial institutions in fortifying and enriching their consumer relationships. Learn more at: www.savvymoney.com.

About Amerant Bank
Amerant Bank, N.A., is Florida's bank of choice and the main subsidiary of Amerant Bancorp Inc. (NYSE: AMTB). With a presence across the three counties in South Florida and greater Tampa, FL, the bank has been serving clients for over 45 years and comprises subsidiaries Amerant Investments and Amerant Mortgage. Rooted in the communities it serves, Amerant supports numerous non-profit and community organizations. In 2022, 2023, and 2024, the Company was certified as a Most Loved Workplace® by Best Practice Institute. For news and updates, visit the Amerant Newsroom.

Media Contact

PANBlast for SavvyMoney

Emylee Eyler

eeyler@panblastpr.com

317.806.1900

Amerant Bank

Alexis Dominguez

mediarelations@amerantbank.com 

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SOURCE SavvyMoney

FAQ

What is the significance of Amerant Bank (NYSE: AMTB) partnering with SavvyMoney?

Amerant Bank represents SavvyMoney's 1,500th financial institution partner and brings over $10 billion in assets to the platform, marking a significant milestone in the company's growth.

When will Amerant Bank implement SavvyMoney's financial wellness solutions?

The implementation is currently underway, with the full suite of solutions expected to launch later in 2025.

How many digital banking platforms does SavvyMoney integrate with?

SavvyMoney's platform offers seamless integration across 43+ digital banking platforms with turnkey implementation capabilities.

What services will SavvyMoney provide to Amerant Bank customers?

SavvyMoney will provide credit score solutions, real-time analytics, automated lending tools, and personalized financial wellness tools to Amerant Bank's customers.

What is Amerant Bank's market presence in Florida?

Amerant Bank serves clients across South Florida and Tampa, has a 45-year history, and has maintained an 'Outstanding' CRA rating for 20 consecutive years.