{"id":3284,"date":"2017-11-08T14:46:35","date_gmt":"2017-11-08T19:46:35","guid":{"rendered":"https:\/\/www.afcpe.org\/?p=3284"},"modified":"2019-04-23T15:44:12","modified_gmt":"2019-04-23T19:44:12","slug":"happy-change-making","status":"publish","type":"post","link":"https:\/\/www.afcpe.org\/news-and-publications\/blog\/happy-change-making\/","title":{"rendered":"Happy Change-Making!"},"content":{"rendered":"\t\t
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It all started with\u00a0scribbled notes on the back of a napkin<\/a>. As a financial coaching organization led by experienced frontline practitioners, we were all too aware of the gaps programs face that can take precious time away from serving customers, such as finding access to the resources and answers that customers need to succeed or effectively tracking data to discover patterns and improve services. Then the \u2018aha\u2019 moment: We could leverage the innovation of financial technology to boost nonprofit missions and outcomes! Thus,\u00a0Change Machine<\/a>\u00a0was born. A dynamic, web-based financial coaching platform, Change Machine contains all the tools and resources practitioners need to address their customers\u2019 underlying financial insecurity. It bridges the gap for financial coaching services in three crucial ways:<\/p>

  1. Meeting Coaches Where They Are<\/strong>

    Change Machine provides a one-stop-shop for practitioners, whether they are brand new to financial coaching or a seasoned professional looking to refresh and expand their skills. The LEARN portal features self-paced lessons and quizzes that start with the basics and build out into a \u2018choose your own adventure\u2019 course of specializations. Plus, we hold monthly virtual trainings to dig further into specialty skills and specific sectors. When meeting with a customer, coaches can instantly access over 150 tipsheets and worksheets through the\u00a0    Toolbox<\/a>\u00a0to guide customers through their unique financial insecurities — from identity theft to student loans to filing taxes and more. It\u2019s as easy as typing in the issue area and sending it to the printer!\u00a0(P.S.\u00a0<\/em>Download a selection of free tools here<\/em><\/a>)<\/em>
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  2. The \u201cD\u201d Word<\/strong>

    Data management can be intimidating, time-consuming, and yet necessary for fundraising. It is also an important element when trying to improve service delivery and programming. It doesn\u2019t matter how big or small your organization is, Change Machine makes data management easy and painless. Data is collected organically in coaching meetings through COACH\u2019s intake process and customer management portal. Outcomes are tracked in six areas: assets, banking, credit, debt, taxes, and (most importantly) goals. Then, MANAGE gives supervisors special access to slice and dice customer and staff data with both out of the box and custom reporting capabilities. As one client explains,\u00a0\u201cOur staff recognizes that for us to be sustainable as an organization, we need to demonstrate the value of our services. Change Machine provided us with a platform to really track what the financial impact on our participants\u2019 personal finances is – and that was hugely valuable. Without that, you\u2019re just making the qualitative argument as to the quality of the service you\u2019re providing.<\/em>\u201d (Alex Breen, Senior Associate, Seedco)
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  3. Connecting Coaches, Near and Far<\/strong>

    \u201cI get by with a little help from my friends<\/em>.\u201d Or a lot. Financial coaches are amazingly versatile in their ability to support customers in any area where they find a financial barrier. Yet, there was no way to apply that knowledge to the field broadly. Until now! Change Machine\u2019s SHARE is an online community of over 1,000 practitioners nationwide. Financial coaches can get their toughest questions answered, share best practices and pertinent news, and celebrate success stories.<\/li><\/ol>

    Financial coaches deserve the same level of support that they provide to their customers every day. Change Machine seamlessly bridges skills training with data collection with service delivery with a strong community of practice. We give coaches and programs the freedom to concentrate on what really matters — building financial security for themselves and their communities.<\/p>

    Guest Contributor<\/strong>:\u00a0The Financial Clinic<\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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    November 08, 2017<\/span><\/h4>


    Empowering financial coaches through Change Machine<\/span><\/h4>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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    It all started with\u00a0scribbled notes on the back of a napkin. As a financial coaching organization led by experienced frontline practitioners, we were all too aware of the gaps programs face that can take precious time away from serving customers, such as finding access to the resources and answers that customers need to succeed or effectively tracking data to discover […]<\/p>\n","protected":false},"author":4,"featured_media":3285,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_cbd_carousel_blocks":"[]","_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[25],"tags":[36,43],"class_list":["post-3284","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-financial-coaching","tag-bridgingthegap","tag-exhibitor-series"],"acf":[],"yoast_head":"\nHappy Change-Making! - AFCPE<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.afcpe.org\/news-and-publications\/blog\/happy-change-making\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Happy Change-Making! - AFCPE\" \/>\n<meta property=\"og:description\" content=\"It all started with\u00a0scribbled notes on the back of a napkin. 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