Coterie is a platform for building financial strength through community support. It connects users to share goals and progress, offering insights and assistance for enhancing financial freedom. Available on iOS and Android.
Features
Financial Goal Setting
Set financial goals and track progress collectively as a community to build financial strength.
Community Support
Engage with a community of users who are also working towards financial freedom, providing mutual support and advice.
Security Partnerships
Collaborates with partners like Equifax for security and verification to ensure user financial data is safe.
Invite-only Platform
Coterie is an exclusive, invite-only platform. You can join by receiving an invitation from an existing member or by applying on the website.
Community Profile
Create a profile that allows the platform to understand your financial goals and needs.
Savings Groups
Join savings groups within the Coterie platform to explore communities and access credit-building tools.
Invite Email Content
The invitation email includes your name, a brief introduction to Coterie, a link to join the community, and an opt-out option.
Consent Requirement
Requires explicit consent from invitees to share their information and join Coterie. Must inform invitees about the invitation purpose.
Information Usage
Coterie collects and uses the invited person's name, email address, invitee's name, and purpose of the invite for sending the invitation email.
Privacy and Data Protection
Ensures the privacy of invite details as per their Privacy Policy with measures against unauthorized access or disclosure.
Opt-Out and Revocation of Consent
Invitees can opt out of future emails any time by clicking unsubscribe links in the emails.