The problem
The same rules, a fraction of the staff.
A community development credit union answers to the same Bank Secrecy Act examiner as a national bank. A free tax clinic holds the same Social Security numbers a payroll company does. The rules are right; the burden lands hardest on the institutions that serve people the big banks will not.
What Moraph brings
The work Moraph does for financial services.
Moraph builds case management, monitoring and records software for regulated finance, and runs the platforms around it for credit unions and broker-dealers. That is the work we bring: tidy, examinable records, controls configured rather than improvised, and someone who has sat through an exam to help you prepare for yours.
Moraph has three industry divisions: financial services, healthcare and government. Financial inclusion is the public-interest end of financial services, where our experience is worth most.
Who we support
Organizations doing this work.
If your organization serves the public in one of these ways, in a country where Moraph has an office, you can apply. If you are not on the list but the problem sounds familiar, apply anyway and tell us.
- 01
Community development credit unions and community development financial institutions
- 02
Free tax preparation and financial counseling nonprofits
- 03
Microlenders and savings groups serving people outside the banking system
- 04
Housing counseling agencies
Programs that fit
Where to start.
Most organizations start with one program. These are the ones that usually fit financial inclusion. Compare all programs
- Access
Moraph software, donated or discounted
Case management, monitoring and records software from the Moraph catalog, run to the standard Moraph applies for regulated lenders.
- Pro Bono
Moraph people on your hardest project
A scoped project, such as moving member or client records off spreadsheets, or building the report a funder or examiner asks for.
- Shield
Security help for small teams
A security review of the email, devices and accounts that hold people’s financial records, and a one-page plan for the first hour of an incident.
Working on financial inclusion?
One short form. A person from the Moraph for Good team reads every application and replies, whether or not we can help.