BankMobile Workplace

Financial Wellness at Work

BankMobile Workplace, a technology solution powered by BMTX Inc., transforms traditional banking products and services into a powerful Employee Financial Wellness Benefit.

Banking is integrated into every employee’s life, and that’s why our solution can have an immediate and positive impact on Employee Financial Wellness.

Come explore the full suite of banking products and services with exclusive benefits and financial tools to navigate life events.

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BankMobile Workplace

Financially empower employees through:

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Financial Empowerment Blog

Employees’ one-stop shop for financial inspiration and motivation through articles and advice.

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On-the-go Money Management Tools

Employees can track spending, setup reserves for upcoming savings goals and get a more relevant view of balances minus upcoming expenses with the Snapshot and Money Meter tools.

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Educational Materials

Various materials are available for employers to distribute to their employees including free resources like books, budget checklists, worksheets, quizzes and surveys.

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Employer Workshops

Complete workshop packages are available for employers to use to educate their employees through presentations, instructor guides and answer keys. Topics include the importance of understanding your money personality, debt avoidance and the importance of saving.

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Omni-Channel Employee Communication

We communicate with your employees to encourage customers to stay on track with their financial goals. We also provide account alerts to manage your finances anywhere.

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Personalized Financial Coaching

Webinars, virtual/onsite financial education classes and 1 on 1 coaching from Ash Cash, personal finance expert, speaker and bestselling author.

Who is BMTX?

BMTX, Inc. is a wholly owned subsidiary of BM Technologies, Inc. (NYSE: BMTX), a financial technology company that provides an alternative banking experience to the traditional model. We focus on technology, innovation, easy-to-use products and education with the mission of being “customer obsessed” and creating “customers for life.”


We serve millions of Americans and empower them to grow and invest in their financial future.


Provides an alternative banking experience with focus on new technology, innovation and easy-to-use products.


Fee-free access to more than 55,000 Allpoint® ATMs. Allpoint ATM location, availability, and hours of operation may vary by merchant and is subject to change.

BankMobile Workplace features*:

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Personal Loans

Whether employees are looking to consolidate debt, get married, fund a large purchase or pay off unexpected expenses, a BankMobile Personal Loan account can help get them where they want to be.

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Credit Products

BankMobile Credit offers two credit cards - the BankMobile Credit Classic Mastercard® and the BankMobile Credit Rewards Mastercard®. Both cards offer tremendous value and great benefits to meet employees’ financial needs.

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Workplace Savings Account

Employees can save their money today and grow their money tomorrow with this Interest-bearing Workplace Savings account.

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Certificates of Deposits (CDs)

Employees can grow their money faster with CDs from Customers Bank.

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Workplace Checking Account

Employees can experience industry leading interest rates with the Workplace Checking account.

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Convenient and Free Budgeting Tools

Ability to manage money from either a desktop with Money Meter or right from a phone with SnapShot.

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Mortgages and Home Equity

We offer a full range of mortgage options including:

  • Prequalifying for a loan
  • Purchasing a home
  • Refinancing
  • Home improvements
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Student Refinancing

Refinancing student loans doesn’t have to be complicated for employees, that's why BankMobile has partnered with LendKey to provide hassle-free student refinancing.

*BankMobile Workplace Checking and Savings accounts provided by Customers Bank, Member FDIC & Equal Housing Lender. BankMobile Workplace loan and credit products provided by Customers Bank, Member FDIC & Equal Housing Lender and are subject to underwriting guidelines and credit approval. Products may not be offered in every state. Customers Bank is currently accepting mortgage applications for the following states: PA, NY, NJ, CT, DE, MA, RI, VA and DC.