Overview:
This article helps credit counselors onboard clients into Piere using their NFCC access link.
Steps for Counselors:
- Share the Right Download Link
Provide clients with the Piere download link issued through your agency or the NFCC. This ensures they receive free access to premium features like budgeting automations and debt management plans. - Explain the Value of Using Piere
Emphasize that Piere helps clients:- Track spending automatically
- Set spending targets and adjust them in real time
- Access personalized insights to accelerate debt payoff
- Encourage Clients to Connect Their Accounts
Once the app is installed, guide clients to connect checking, savings, credit cards, and loan accounts. This enables automatic syncing of balances, transactions, and debts.
Tip:
Remind clients that connecting accounts is secure and that their data is encrypted and protected.