If your financial wellness program only lives on event days, members forget you between flyers. Dreamlife-Sim™ keeps a quiet weekly presence: dream-life pathways, SMART goals, micro-tasks, and LMS micro-lessons.
Institutions sponsor access; optional disclosed perks and local workshops stay under your compliance rules. Education stays education—lending and advice stay with licensed staff.
For younger and digital-first members, “download our wellness app” beats “come to another lunch-and-learn” when the habit is three to five minutes a week.
What do sponsored members experience in Dreamlife-Sim™?
Available on web or stores; Planner and Premium tiers as you define for the program.
Aggregate insights for your team via Command Center planning views.
Clear disclosures that Moneyling™ is not the bank—your brand remains the relationship owner.
How does a Dreamlife-Sim™ sponsorship work?
In a Dreamlife-Sim™ sponsorship, your institution pays for members’ access to a paid tier, Moneyling™ runs the education content, and your brand stays the relationship owner. Dreamlife-Sim™ has three plans, Free, Planner ($9.99/month), and Premium ($19.99/month), and the sponsor decides which tier members receive through the program.
Partner packages are tiered. Depending on the package, they include sponsored member access, community groups, marketing materials, engagement insights for reporting, Regional Sponsor of the Week visibility, integration with existing programs, and optional LMS access. Package details and early partner pricing come from a 30-minute intro booked through https://www.moneyling.org/for-financial-institutions.
Perks tied to XP milestones are optional. When a sponsor adds them, the perks are institution-defined and need published rules and compliance review before launch.
What does a September sponsorship launch look like?
A September launch can fit inside one month if the first version stays simple. The plan below is an example to adapt to your own approval process.
Week one: confirm the sponsored tier, the disclosure language, and who on your team answers member questions. Week two: put the Dreamlife-Sim™ link and QR code on one branch display, one member email, and one social post, all pointing to the same landing page.
Week three: mention the app at any workshop or Reality Fair already on the calendar, and give attendees one goal to set before they leave. Week four: review aggregate participation and goal themes, and decide what to repeat or change in October.
Leave room for delays. If your compliance review usually takes two weeks, start week one in late August so the member email does not slip into October.
Why does a weekly app help between branch events?
A weekly app helps between branch events because most members attend only a few events a year, while a three-to-five-minute phone session fits into an ordinary week. Dreamlife-Sim™ fills those gaps with weekly SMART goals, micro-tasks, and short lessons, so the wellness program is not silent between workshops.
Volunteer capacity is the other reason. If your team limits Reality Fairs to about two per month to keep volunteers from burning out, Dreamlife-Sim™ adds a self-guided layer before and after each event without adding another event to staff.
What should you measure in the first quarter of a sponsorship?
In the first quarter, measure activation, repeat use, and goal themes. Activation is how many members open the app after each promotion; repeat use is how many come back in later weeks; goal themes show, in aggregate, what members are working toward, such as building savings, paying down debt, or planning a car purchase.
Partner packages include quarterly insights and optional insights meetings. Use them to compare months rather than judging the program on its first week, and share participation volume next to every trend so leadership can see the size of the group behind it.
What are common Dreamlife-Sim™ sponsorship mistakes?
The most common sponsorship mistakes are launching without a clear disclosure that Moneyling™ is not the bank, promoting the app once and never again, attaching perks before compliance has reviewed the rules, and expecting individual member data from an education program.
Dreamlife-Sim™ insights are aggregate and de-identified by design. When a member wants to talk about an account or a loan, that conversation belongs with your licensed staff, on the member’s terms.
What should member-facing promotion for Dreamlife-Sim™ say?
Member-facing promotion should say three things in plain words: what the app is, what it costs the member, and who provides it. For example: “Dreamlife-Sim™ is a goal-planning app with weekly three-to-five-minute tasks. Your credit union covers the Premium plan for members. The app is provided by Moneyling™, an education company, and is not a bank product.”
Avoid promising outcomes such as better credit or more savings, and avoid calling the app advice. Point every promotion to one landing page with the store buttons and the web link, so members on any device reach the same place and your team can see which channel drove activation in aggregate.
Related resources
https://www.moneyling.org/for-financial-institutions
https://www.moneyling.org/individuals
https://dreamlife.moneyling.org/