Benevity for Financial Services

Purpose-driven impact, built for compliance 

Financial institutions are under increasing pressure to show measurable social impact — all while ensuring regulatory compliance. Benevity helps you scale employee engagement and streamline compliance in one secure platform. 

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The trusted CSR platform for top financial institutions, including Experian, BNP Paribas and Capital one. 

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Before Benevity, we were working with spreadsheets and multiple systems. Now we have a single source of truth, with everything in one place.

Olivia Christou,
Social Impact Programmes Manager, Experian

 

What I love most is the autonomy Benevity gives our employees. They can choose what cause they support, how they want to support it, and when.

Stéphanie Goubault,
CSR Correspondent, BNP Paribas

 

Benevity helps us make volunteering and giving more accessible, no matter someone’s location, language, or ability.

Jo Christine Miles,
Director, Principal Foundation and Community Relations

 

Why financial services firms choose Benevity

Simplify compliance and minimize risk exposure

Meet compliance effortlessly while amplifying social impact

  • Benevity’s nonprofit vetting ensures all donations go to trusted organizations, reducing financial and reputational risks. 

  • Compliance-ready reporting simplifies CRA, ESG and internal audits, and eliminates manual auditing tasks for your team.

  • Our global disbursement network ensures secure, on-time payments with a 99.7% success rate.

Learn more about our trust & security standards

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Eliminate inefficiencies and maximize impact

Unify giving, volunteering and grantmaking on one platform

  • Easily manage all CSR programs in one system, reducing silos and increasing efficiency. 

  • Track and measure program success with real-time reporting and insights to optimize impact.

  • Benevity’s 96% client retention rate proves its effectiveness in driving long-term engagement.
📖 Client success story: See how Experian increased efficiency and engagement by eliminating manual processes.

 

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Explore solutions from Benevity

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Volunteering: Engage employees with flexible volunteering options.

Benevity’s platform offers millions of opportunities, allowing employees to volunteer individually, with colleagues
or virtually. Features include
personalized dashboards, automated processes and instant rewards to recognize contributions.

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Giving: Empower employees to support causes they care about.

Benevity’s giving and matching platform enables secure, global donations to over 2 million vetted nonprofits. Employees can make one-time or recurring donations via payroll, credit card, PayPal or Apple Pay, with options for corporate matching to amplify impact.

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Customer Engagement: Integrate purpose into your customer experience.

Benevity’s solutions allow brands to add donation capabilities to customer interactions through APIs, public giving sites and charitable gift cards. This approach builds brand trust and loyalty by enabling customers to participate in social impact initiatives seamlessly.

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Ready to transform social impact in finance?

Join global financial institutions redefining purpose and performance with Benevity.

 

Book a Demo