Change Machine’s platform is a virtual community of practice. Together, we collectively amplify our impact on the financial security of customers and contribute to lasting economic change. The platform is composed of 3 coaching tools:
COACH is a customer relationship management (CRM) system that tracks financial security data and outcomes, and integrates seamlessly with your existing Salesforce instance.
LEARN is a series of self-paced training modules for practitioners to build financial coaching knowledge, practical skills, and confidence, backed by our field-tested financial coaching curriculum.
SHARE consists of small group and community discussion forums where practitioners gather to troubleshoot coaching topics, share resources, access best practices, and more.