Latest news with #Carefull
Business Wire
2 days ago
- Business
- Business Wire
Caring Together: Carefull to Partner with the Alzheimer's Association to Protect Families
NEW YORK--(BUSINESS WIRE)-- Carefull, the first financial safety platform built specifically for older adults and their families, is proud to support the Alzheimer's Association in raising awareness of the financial warning signs of cognitive decline and equipping families with tools to take early, protective action to prevent fraud and mistakes. Carefull is proud to support the care, services and research initiatives of the Alzheimer's Association. The Alzheimer's Association will provide information and resources aimed at helping families affected by dementia navigate financial challenges on Carefull's website. "Alzheimer's disease comes with a daily financial reality for families, and we are beyond proud to be working with the Alzheimer's Association to ensure financial safety is part of the cognitive health conversation" Share Designed to detect early behavioral signals and safeguard day-to-day finances, Carefull offers both a window into the early stages of cognitive change and a system to help preserve the financial independence and wellbeing of those affected. Carefull partners with financial institutions nationwide to bring these protections directly to the families they serve. Each year, more than 900,000 Americans develop Alzheimer's disease, with 7.2 million people aged 65 and older currently living with the condition. Behind each diagnosis is a network of loved ones offering critical support— nearly 12 million unpaid caregivers in the U.S. provide more than 19 billion hours of care annually for individuals with Alzheimer's or other dementias. 'We're committed to working with organizations that share our mission to protect and support older adults and their families. This effort is about helping families see what's happening sooner and act with confidence,' said Todd Rovak, Co-Founder of Carefull. 'Alzheimer's disease comes with a daily financial reality for families, and we are beyond proud to be working with the Alzheimer's Association to ensure financial safety is part of the cognitive health conversation.' Growing evidence shows that financial missteps—like missed bill payments, rising credit card debt, or unusual generosity—can signal early cognitive decline, including Alzheimer's. Research from institutions such as Johns Hopkins, Georgetown, and the National Institute on Aging suggests these behaviors may surface up to six years before a clinical diagnosis. Identifying these financial warning signs offers a powerful opportunity for early intervention and support. Carefull turns this insight into action, offering families and caregivers proactive tools that can detect behavioral changes in financial activity. Through real-time alerts, Carefull ScamCheck, trusted contact infrastructure, and an expert and empathetic care team, Carefull provides early signals that allow families to act before small issues become life-altering crises, and deploy a system to safeguard someone who may become vulnerable to inbound financial scams. Long before a diagnosis, subtle financial changes like missed bills, unusual spending, or increased vulnerability to scams, can be among the first signs that something is wrong. Early detection of Alzheimer's can make a significant difference in how families respond, plan, and care for a loved one. About Carefull Carefull is the first financial safety platform designed to protect aging adults and their families, from elder fraud, scams, and money mistakes. Built to support the unique needs of older adults, Carefull's proprietary AI provides 24/7 account monitoring, a suite of identity and home protections, along with expert resources to help families, advisors, and financial institutions safeguard families' financial well-being. Banks, credit unions, and wealth advisors use Carefull to deepen relationships across generations, provide proactive protection, and enhance trust with clients navigating both aging and financial caregiving for older adults. Recognized for its innovation in financial safety, Carefull partners with leading institutions to put financial care into financial services. Learn more at About the Alzheimer's Association The Alzheimer's Association is a worldwide voluntary health organization dedicated to Alzheimer's care, support and research. Our mission is to lead the way to end Alzheimer's and all other dementia — by accelerating global research, driving risk reduction and early detection, and maximizing quality care and support. Our vision is a world without Alzheimer's and all other dementia®. Visit or call 800.272.3900.
Yahoo
07-05-2025
- Business
- Yahoo
Integrated Partners Launches Strategic Partnership With Carefull to Protect Older Clients From Fraud
BOSTON, May 07, 2025--(BUSINESS WIRE)--Integrated Partners ("Integrated"), a national financial planning and registered investment advisory (RIA) firm serving more than $21 billion in assets under advisement (AUA), today announced a new strategic partnership with Carefull. Carefull, the first financial safety platform built to protect the daily finances and identities of older adults and their families, equips Integrated advisors with a modern, AI-powered solution to combat the rising threat of fraud, identity theft and financial scams—particularly among aging clients and their extended families. "As scammers get smarter, our industry must get smarter, too," said Andree Mohr, president of Integrated Partners. "Choosing Carefull as a strategic partner allows our advisors to offer a high-touch service that protects clients from real-world threats of fraud, scams and money mistakes. It's the kind of practical innovation that fits seamlessly into our advisors' businesses while extending value to the families they serve." From suspicious transactions and credit activity to unusual behavioral patterns, Carefull helps detect threats early and guides clients with clear, actionable steps to stop problems before they escalate. This partnership strengthens Integrated's commitment to innovation by giving advisors a simple way to address growing concerns around fraud and financial caregiving while also helping them deepen relationships with the full family and grow their business. By protecting the whole family, Carefull offers advisors a high-impact way to build multi-generational relationships. "Fraud and scams have always been a threat—but with AI, they're becoming more sophisticated. But so are we," said Todd Rovak, co-founder of Carefull. "This partnership with Integrated represents a shared belief that protecting wealth means protecting more than assets—it means safeguarding the trust, identity and daily financial life of every client. We're excited to bring this protection to Integrated's forward-thinking advisor community." Advisors will also benefit from a real-time portal that tracks client engagement without requiring them to manage daily operations. This allows Integrated advisors to remain focused on growth, relationships, and outcomes—while offering a meaningful new service that's already enhancing retention, expandingmulti-generational relationships, and driving new assets under management. Advisory firms wishing to learn more about Integrated's suite of back-office technology and organic growth solutions are encouraged to visit To learn more about how Carefull can help protect your clients, visit
Associated Press
07-05-2025
- Business
- Associated Press
Integrated Partners Launches Strategic Partnership With Carefull to Protect Older Clients From Fraud
BOSTON--(BUSINESS WIRE)--May 7, 2025-- Integrated Partners ('Integrated') , a national financial planning and registered investment advisory (RIA) firm serving more than $21 billion in assets under advisement (AUA), today announced a new strategic partnership with Carefull . Carefull, the first financial safety platform built to protect the daily finances and identities of older adults and their families, equips Integrated advisors with a modern, AI-powered solution to combat the rising threat of fraud, identity theft and financial scams—particularly among aging clients and their extended families. 'As scammers get smarter, our industry must get smarter, too,' said Andree Mohr , president of Integrated Partners. 'Choosing Carefull as a strategic partner allows our advisors to offer a high-touch service that protects clients from real-world threats of fraud, scams and money mistakes. It's the kind of practical innovation that fits seamlessly into our advisors' businesses while extending value to the families they serve.' From suspicious transactions and credit activity to unusual behavioral patterns, Carefull helps detect threats early and guides clients with clear, actionable steps to stop problems before they escalate. This partnership strengthens Integrated's commitment to innovation by giving advisors a simple way to address growing concerns around fraud and financial caregiving while also helping them deepen relationships with the full family and grow their business. By protecting the whole family, Carefull offers advisors a high-impact way to build multi-generational relationships. 'Fraud and scams have always been a threat—but with AI, they're becoming more sophisticated. But so are we,' said Todd Rovak , co-founder of Carefull. 'This partnership with Integrated represents a shared belief that protecting wealth means protecting more than assets—it means safeguarding the trust, identity and daily financial life of every client. We're excited to bring this protection to Integrated's forward-thinking advisor community.' Advisors will also benefit from a real-time portal that tracks client engagement without requiring them to manage daily operations. This allows Integrated advisors to remain focused on growth, relationships, and outcomes—while offering a meaningful new service that's already enhancing retention, expandingmulti-generational relationships, and driving new assets under management. Advisory firms wishing to learn more about Integrated's suite of back-office technology and organic growth solutions are encouraged to visit . To learn more about how Carefull can help protect your clients, visit . About Integrated Partners Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With over 220 advisors, 200+ CPAs and 116 regional offices across the United States. Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity, and trust, we believe in the incredible power that financial advisors have to make a positive impact on people's lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel. We believe in advisors. Let us prove it to you. Investment advice offered through Integrated Partners, a registered investment advisor. *$21.3 billion in assets under advisement inclusive of $15.6 billion in advisory assets as of 1/31/2025. About Carefull Carefull is the first financial safety platform designed to protect aging adults, their families, and financial advisors from elder fraud, scams, and money mistakes. Built to support the unique needs of older adults, Carefull's proprietary AI provides 24/7 account monitoring, a suite of identity and home protections, along with expert resources to help families and advisors safeguard families' financial well-being. Financial services use Carefull to deepen relationships across generations, provide proactive protection, and enhance trust with clients navigating both aging and financial caregiving for older adults. Recognized for its innovation in financial safety, Carefull partners with leading firms to put financial care into financial services. Learn more at . View source version on CONTACT: Media Contact: For Integrated Partners: Tommy Warburton [email protected] 347-400-3483For Carefull: Becky Ross Head of Marketing [email protected] KEYWORD: UNITED STATES NORTH AMERICA MASSACHUSETTS INDUSTRY KEYWORD: SOFTWARE SENIORS FINANCE PROFESSIONAL SERVICES TECHNOLOGY CONSUMER FINTECH SECURITY SOURCE: Integrated Partners Copyright Business Wire 2025. PUB: 05/07/2025 09:08 AM/DISC: 05/07/2025 09:07 AM
Associated Press
09-04-2025
- Business
- Associated Press
Carefull Introduces ScamCheck Technology to Help Older Adults Amid Growing Scam Threats
NEW YORK--(BUSINESS WIRE)--Apr 9, 2025-- Carefull, the first financial safety platform built specifically for older adults and their families, announces the launch of Carefull ScamCheck, an AI-powered scam detection tool designed to instantly detect, analyze, and prevent scams before they cause financial harm. This press release features multimedia. View the full release here: Carefull ScamCheck is an AI-powered scam detection tool designed to instantly detect, analyze, and prevent scams before they cause financial harm. With financial fraud and scams on the rise, Carefull ScamCheck empowers users to quickly determine whether a text message, email, voicemail, or piece of physical mail is likely a scam—providing easy-to-understand results with expert-backed guidance on what to do next. 'We are all barraged with text messages about unpaid tolls, package delivery issues, and job offers that represent increasingly clever attempts to lure us into scam traps. There are new ones every day, but the best way to stop a scam is simply to never engage with it in the first place. That's why we built ScamCheck, to help people de-code the strange messages they now get daily and understand exactly how to handle them before they become a problem,' said Max Goldman, Co-Founder of Carefull. 'And we built it for the people who need it most: older adults and those who help protect them.' Carefull ScamCheck uses large language models paired with Carefull's deep fraud, elder fraud, and scam expertise, to evaluate suspicious content and determine whether it is likely a scam along with a clear explanation and step-by-step guidance on what to do next. Carefull ScamCheck is a proprietary system developed by Carefull, grounded in years of extensive fraud expertise and designed to detect and prevent scams with intelligence tailored to real-world financial threats. For banks, credit unions, and financial advisors, Carefull ScamCheck provides a powerful, proactive layer of protection that builds trust, strengthens relationships, and reduces fraud-related losses. Carefull clients can integrate ScamCheck into their public websites, fraud centers, online banking, or directly within customer communications. ScamCheck is already live and in use by Carefull members and partner institutions, serving as a frontline defense against everything from phishing attacks and romance scams to impersonation and tech support fraud. Its early results have been overwhelmingly positive, demonstrating that scam prevention can be smart and simple. Financial professionals and institutions interested in enhancing their client protection efforts can learn more or request a demo by visiting About Carefull Carefull is the first financial safety platform designed to protect aging adults and their families, from elder fraud, scams, and money mistakes. Built to support the unique needs of older adults, Carefull's proprietary AI provides 24/7 account monitoring, a suite of identity and home protections, along with expert resources to help families, advisors, and financial institutions safeguard families' financial well-being. Banks, credit unions, and wealth advisors use Carefull to deepen relationships across generations, provide proactive protection, and enhance trust with clients navigating both aging and financial caregiving for older adults. Recognized for its innovation in financial safety, Carefull partners with leading institutions to put financial care into financial services. Learn more at Becky Ross SOURCE: Carefull Copyright Business Wire 2025. PUB: 04/09/2025 09:05 AM/DISC: 04/09/2025 09:06 AM
Yahoo
12-02-2025
- Business
- Yahoo
Merck Employees Federal Credit Union Partners with Carefull to Combat Rising Elder Fraud and Scam Threats
With Carefull, MEFCU equips members with cutting-edge financial security tools amid rising fraud threats. NEW YORK, February 12, 2025--(BUSINESS WIRE)--Carefull, the award-winning financial safety service built to protect credit union members from elder fraud, the latest scams, and money mistakes, is proud to announce a strategic partnership with Merck Employees Federal Credit Union (MEFCU). As fraud reaches unprecedented levels, MEFCU is taking action to enhance member experience and security by offering Carefull's unique suite of proactive account monitoring, identity protection, and issue resolution services to all members, their parents, and even next-generation caregivers. "Fraud continues to grow and it's only getting worse. We need to protect our members now from these increasingly sophisticated fraud schemes," said Paul Gentile, President of Merck Employees Federal Credit Union. "Many members don't realize they've been targeted until it's too late. As a credit union, we've built our foundation on trust—and protecting our members is part of that commitment. That's where Carefull comes in—this partnership fills a critical gap in member protection, providing real-time alerts and expert guidance to keep our members safe." Gentile stressed that timing, education and awareness is everything in protecting members against fraud and the Carefull service can play a role in all three of those areas. "Carefull alerts members of unusual transactions in a timely manner. That is key to prevent more fraud and also to recover funds. Carefull also educates members with fraud alerts and stories where members can learn. You would be surprised how eager members are today to learn how to better protect themselves and Carefull does that." With scams becoming more sophisticated and financial crimes specifically targeting older members, credit unions are facing increasing pressure to ensure their members remain secure. Many members—particularly older adults—do not regularly check their accounts, leaving them vulnerable to unnoticed fraud and unauthorized transactions. Carefull's 24/7 account monitoring, alerts, and expert support give MEFCU members an additional layer of security and peace of mind. "Credit unions have a unique responsibility to protect their older members and their financial futures," said Todd Rovak, Co-Founder of Carefull. "Carefull was built with credit unions in mind—providing a simple, plug-and-play solution that enhances member trust, reduces fraud losses, and makes it easier for credit unions to offer real financial protection. MEFCU is setting the standard by acting now, this is the beginning of a larger industry shift towards financial institutions becoming the first line of defense in financial protection." This collaboration underscores MEFCU's commitment to safeguarding its members, aligning with the credit union philosophy of "people helping people." Beyond fraud prevention, MEFCU sees Carefull as an opportunity to enhance the overall member experience, helping credit unions deepen trust and strengthen member relationships. Merck Employees FCU members can enroll in Carefull's services immediately. For more information about how Carefull helps credit unions protect their members, visit About Merck Employees Federal Credit UnionFounded in 1936, Merck Employees Federal Credit Union (MEFCU) is a member-owned financial institution serving over 25,000 members. With a commitment to financial security, low fees, and exceptional member service, MEFCU provides a full range of banking solutions to help its members achieve financial well-being. For more information, visit About CarefullCarefull is the first financial safety platform designed to protect aging adults, their families, and financial institutions from elder fraud, scams, and money mistakes. Built to support the unique needs of older adults, Carefull's proprietary AI provides 24/7 account monitoring, a suite of identity and home protections, along with expert resources to help families. Credit unions use Carefull to deepen relationships across generations, provide proactive protection, and enhance trust with members navigating both aging and financial caregiving for older adults. Recognized for its innovation in financial safety, Carefull partners with leading credit unions to put financial care into financial services. Learn more at View source version on Contacts Media : MEFCUPaul GentilePresidentpgentile@ CarefullBecky RossHead of Marketingpress@ Sign in to access your portfolio
