For organizations
ScamPrep for financial advisors, credit unions, home care, wealth advisors, senior living, and community banks.
If you serve older adults, ScamPrep gives you a provable answer to the question every family is quietly asking: will you keep the person I love safe?
How partnerships work
One program, built to run itself
Folds into your intake
Enrollment and consent ride along with your existing move-in, membership, or onboarding flow. We screen for cognitive fit with you — cognitively-appropriate participants only.
Nothing for your staff to run
Email-first drills, in-the-moment coaching, and briefings on the newest scams are all handled by ScamPrep. Your team is never in the alert loop.
A co-branded monthly touchpoint
The Resilience Report reaches the family members your people choose — with your name on the good news. A recurring bridge to the next generation.
Clean on compliance
ScamPrep never touches money, accounts, or core systems — no integrations, no data feeds. That keeps vendor review and the compliance conversation short.
Plus an aggregate, anonymized stat you can put in a brochure or newsletter: “our members caught 87% of simulated scams this quarter.”
Who it's for
Built for the people families already trust
Financial advisors
Protect the person, not just the portfolio.
You can diversify away market risk — not one convincing phone call. ScamPrep trains your older clients to catch scams before money moves, so you reduce risk, retain assets, and build relationships with the whole family. About $60 per client a year.
Credit unions
Protect the member, not just the account.
Every scammed member costs you twice — drained deposits, then the fraud-ops hours and shaken trust. ScamPrep works upstream of transaction monitoring, training members to hang up before anything moves. Nothing for branch staff to run.
Home-care agencies
The safety add-on client families thank you for.
You're already the trusted safety layer in your clients' lives. ScamPrep extends that trust to the threat that arrives by phone — a co-branded protection families value, and a new recurring revenue line, with zero clinical burden on caregivers.
Wealth advisors
The bridge to the next generation.
More than 12,400 older Americans each lost $100k+ to fraud in 2025 — retirement-sized losses no allocation survives. Every month, a co-branded Resilience Report reaches the heirs (nine in ten of whom leave the parents’ advisor), with your firm’s name on the good news.
Senior-living communities
The move-in differentiator down the street can't claim.
Every community sells the same amenities. ScamPrep lets you sell what families actually lose sleep over — and prove it every month with a family report and a marketing-able stat: “our residents caught 87% of simulated scams this quarter.”
Community banks
Protect the customer, not just the balance.
Fraud alerts catch some of it — after it starts. ScamPrep trains the customer themselves to stop the scam before money leaves, co-branded to your bank. Reduce losses, keep deposits, and earn loyalty across generations.
The math is almost unfair
The average reported senior-fraud loss is about $39,000, and more than 12,400 people lost $100,000 or more each in 2025. Preventing a single loss pays for years of the program. And unlike another amenity, a rate-table tweak, or a monitoring tool that only speaks up after the money moves, ScamPrep comes with a monthly artifact families actually read — and a number you can market.
Partner pricing
Simple, volume-based, and it pays for itself
$4–8 per enrolled person, per month — volume-based: about $8/person at 10 people, scaling down to $4/person at 500+. A 60-person rollout ≈ $450/month.
$7.50/ person / month
≈ $450 / month for 60 enrolled people
- Everything in the Individual plan, for every enrolled person
- Aggregate resilience reporting and a marketing-able community stat
- Co-branded family Resilience Reports
- Enrollment and consent workflow support, and a dedicated onboarding partner
Founding-partner pilots: a discounted 90-day pilot for the first cohort of communities, agencies, advisory firms, credit unions, and banks.
Book a 20-minute callAdditional discounts are available for nonprofits and mission-oriented institutions — just mention it on your call.
Become a founding partner.
A 20-minute call is enough to see whether ScamPrep fits your community, agency, practice, or institution — and how a pilot works.