The Dreamlife-Sim Member Experience
Dreamlife-Sim is a visualization and pathway experience delivered through financial institution community partnerships. It helps members connect financial education to real life by seeing what they want, understanding realistic pathways, and taking small actions that add up over time.
Before to After
Before: Financial education happens in isolated moments with little continuity once members leave.
After: Members return to a clear vision of their goals, practical pathways, and simple actions over time, while the institution remains a trusted part of the journey.
What's included
- Dreamlife-Sim visualization experience (lifestyle, career, retirement)
- Pathway mapping that connects today's decisions to long-term life outcomes
- Micro-actions and micro financial moments that turn insight into progress
- Integration with financial institution education programs and resources
- Engagement insights showing how members interact with and return to the experience
Format: An ongoing, self-guided digital app experience designed to be used before, during, and after community education moments and stay relevant as members' lives change. Many adults aren't able or willing to come to in-person events—Dreamlife-Sim brings your institution's resources and connection to them when they need it, so you reach people who would otherwise stay out of reach.
Designed for
- Financial institutions investing in community impact through financial education outreach
- Small teams that need to reach more participants without increasing staff workload or event count
- Institutions that want engagement and impact metrics to report on program value and ROI
- Teams extending education beyond classes into everyday life—without dedicated logistics or new programs to manage
Not for
- Budgeting apps, expense trackers, or robo-advisors
- Sales-first marketplaces
- Tools promoting third-party products
If you're concerned about sustained engagement, you're right to be; it's a common complaint that adult learners often don't start or complete long financial education programs. Dreamlife-Sim replaces course fatigue with personalized weekly tasks that blend Small Actions, Micro-Learning, and SMART Goals, organically improving engagement by meeting members where they are and when they're ready. All without adding staff or new programs.
Schedule a CallFeatures
What members experience
Visualize Your Dreamlife-Sim
Dreamlife-Sim visualization experience that makes goals feel real and achievable.
Map Realistic Pathways
Pathway mapping that connects today's decisions to long-term life outcomes.
Take Micro-Actions
Micro-actions and micro financial moments that turn insight into progress.
Features available to you
Integrates With Existing Programs
Your members should see your existing FinEd courses. We work with you to integrate your courses and programs into the micro-lessons and user tasks.
Personal Financial Education Curriculum (LMS)
Moneyling's curriculum. You have the option to use Moneyling's Core Financial Concepts lessons—Earnings, Savings, Investing, Risk, Credit Management, and Spending.
Engagement Insights
Get aggregated engagement trends—no PII, no member-specific data—so you can report on participation, show long-term impact beyond post-workshop surveys, and demonstrate program value. See signals such as interest in a mortgage, saving for college, or vehicle purchase, and align outreach and resources to what members are actually working toward.
Features visualized
Check out the behind the scene work, user impact, and behavior encouraged by the Dreamlife-Sim app.
Partner Packages
Choose the right partnership level based on your goals and community impact strategy.
Every package is built to address what we hear from financial institutions: volunteer exhaustion, limited staff capacity, lack of clear metrics and long-term impact data, and the need to scale reach without adding events or headcount. Dreamlife-Sim extends the impact of the programs you already run—with engagement insights so you can report on participation and demonstrate value—without requiring dedicated logistics or more workshops. Partner packages also include Regional Sponsor of the Week visibility: your brand is shown to individual users in your region inside the app, a clear opportunity to attract new members.
Support Your Members
Best for: Institutions with limited capacity who want to extend Reality Fairs and workshops without adding events or burning out volunteers. Get engagement data beyond post-workshop surveys.
- Sponsor members' premium Dreamlife-Sim access—digital engagement without extra in-person logistics
- (2) Regional Sponsor of the Week placements per year—your brand is shown to individual users in your region inside the app, a great opportunity to reach and attract new members
- (3) Community Groups for your members to stay connected between events
- Full marketing materials to promote Dreamlife-Sim and your partnership
- Quarterly insights so you can report on participation and show program value
Est. value: $43,000/year
Early partner: $20,000/year
Start enrollment process todayCommunity Expert Package
Best for: Teams that need to scale financial education without scaling staff or event count, and want clearer metrics and long-term impact data to demonstrate ROI and justify investment.
- Everything in Support Your Members, plus:
- (4) Regional Sponsor of the Week placements per year—your brand is shown to individual users in your region inside the app, a strong opportunity to reach and attract new members
- Integration of Dreamlife-Sim tasks with your website—members stay engaged with your resources without extra coordination
- Members receive premium Dreamlife-Sim subscription; access to core financial lessons
- Implement up to 3 courses per year of your institutional education—deliver more content without more workshop time
- Quarterly insights meetings with aggregate engagement data to track outcomes and report on impact
Est. value: $83,000/year
Early partner: $30,000/year
Start enrollment process todayUnstoppable Package
Best for: Institutions determined to close the wealth gap in their community with a full digital education platform—without adding dedicated logistics or exhausting volunteers. Maximum scalability and impact reporting.
Includes all Community Expert Package features, plus:
- Full access to Moneyling Learning Management System
- 320 core financial lessons—reach more participants with digital content, no PDFs or extra workshops required
- Implement up to 20 courses per year of institutional financial education
- Robust engagement and impact data to demonstrate program value and long-term outcomes
Est. value: $87,000/year
Early partner: $40,000/year
Start enrollment process today