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Genesys & Elements Financial

Your credit union and financial wellness partner

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Your financial wellness is our number one priority.

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Your financial wellness is our number one priority.

Tools to Help You Achieve Financial Wellness

Elements Financial has partnered with Banzai to provide interactive financial education designed to empower you with the skills needed to manage money and build financial confidence effectively.

Self-guided, interactive learning modules

The financial literacy program is a comprehensive, 40+ hour collection of self-paced, short, interactive content covering key financial topics such as savings and checking, credit cards and credit scores, investment and retirement, auto loans and homeownership, and more.

  • Coaches — The Banzai Coaches walk you through different scenarios to save for retirement, build an emergency fund, buy a home, and more.

  • Courses — The Banzai Courses use real-life scenarios to demonstrate the power of good financial planning.

  • Calculators — The interactive Banzai Calculators help provide solutions for many financial scenarios.

  • Collections — View all Banzai financial wellness topics in one spot.

Free to the Genesys community!

Get Started

Your Partner in Financial Wellness

Miranda Finley

Miranda Finley

Relationship Manager

Schedule an Appointment

Hi! I'm Miranda Finley, Elements Financial Relationship Manager for Genesys. I'm here to help with your financial wellness needs. Please contact me directly if you need any assistance.

Here to provide trusted advice!

Here are some concierge services provided virtually or in-person:

  • One-on-One Credit Report Reviews
  • Creating a Custom Budget
  • Planning for Future Financial Goals
  • Tips to Build Your Savings
  • Assistance with Loan Applications
  • Debt Management Strategies
  • Reviewing Current Loans & Rates
  • Exploring Refinance Options