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EVERFI from Blackbaud Transforms Consumer Financial Education and Strengthens Banking Customer Relationships with Updates to EVERFI Achieve

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Interactive, mobile-first financial education tool enables financial institutions to deliver critical education to adults in their communities 

CHARLESTON, S.C., Nov. 12, 2024 /PRNewswire/ — EVERFI® from Blackbaud®, the leader in powering social impact through education, today announced a major evolution of its EVERFI Achieve™ product, a powerful tool designed to provide just-in-time financial education and elevate financial institutions’ relationships with their customers. With a fresh new look, an intuitive mobile-first design, and enhanced personalization features, the revamped Achieve goes beyond basic financial education to empower banks and credit unions in building trust, fostering deeper connections, and enhancing brand loyalty. This innovative platform not only offers a significant return on investment opportunity, but also serves as an essential enhancement to customers during their journey as a real time financial resource, is a powerful customer retention tool, and a versatile resource for CRA compliance and small business employee financial wellness.

An August 2024 survey by EVERFI revealed that most adults lack the information and confidence needed to make financial decisions. More than 70% of respondents reported that they feel stressed when making financial decisions, and only one in five felt confident in their current knowledge. Those who have received some form of financial education were more confident in making financial decisions and used a wider range of financial products from their financial institution, but their preferred way of learning varied widely. While most preferred brief (61%), online (64%) education, specific needs differed by demographics and prior financial experience, emphasizing the demand for flexible, tailored, personalized guidance.

Building on five years of insights and feedback from its vast customer network, EVERFI has reimagined Achieve to help financial institutions deliver even more value to their customers with personalized, relevant content. In addition to a content library of more than 100 topics, 13 new resources have been added to meet bank customer needs, covering important financial topics like home equity loans and lines of credit, inherited IRAs, and how to understand social security benefits and statements. Moreover, financial institutions can now embed strategically placed calls to action that introduce customers to relevant products, services, and other financial coaching opportunities.

EVERFI has also released two new Learner Pathways designed to help learners reach a specific financial goal, such as getting out of debt or building an emergency savings fund, with additional topics to come. In each Learner Pathway, users navigate through “just-in-time” financial content followed by a tool and/or calculator that enables the user to enter their own unique data to generate a customized plan. By following a step-by-step plan to achieve a particular financial goal, users can enhance their financial security while fostering stronger relationships with their financial institution.

New Learner Pathway: Debt Repayment Strategies
More than half of Americans find themselves burdened by personal debt; a reality that has been entrenched more deeply by recent U.S. economic conditions. According to the American Psychological Association’s 2023 Stress in America Survey, 77% of Americans report feeling anxious about their financial situation, with 58% of respondents citing debt as the primary stressor. The new Debt Repayment Strategy Pathway offers a structured approach to developing a customized debt repayment plan. The pathway includes three modules: Debt Repayment, which introduces strategies like the avalanche and snowball methods; Debt Consolidation, which helps users learn how to consolidate their debt and determine if combining debts could lower their overall interest rates; and Preventing Overdraft Fees, which provides tips to help avoid unnecessary charges. A final Next Steps module offers guidance on maintaining progress and accessing further financial resources.

New Learner Pathway: Building My Emergency Savings
Based on a recent survey, 58% of Americans do not have an emergency fund separate from their savings account. The Emergency Savings Learner Pathway offers customers a step-by-step guide to building an emergency savings plan and learning how to save money through savings accounts. Key features include an Emergency Fund Tool, which helps consumers see what amount they need in emergency funds and how long it might take to save that amount, and an Investment Growth Calculator, that helps users see how their money can grow when invested in stocks, mutual funds, or other investments. The Building Emergency Savings Next Steps module provides simple tips to help start and grow an emergency savings plan.

“We completely overhauled EVERFI Achieve based on direct customer feedback to deliver an unrivaled financial wellness experience. Our focus is on impactful, engaging tools designed to foster sustained learning and genuine financial empowerment,” said Ray Martinez, president and co-founder, EVERFI from Blackbaud. “Unlike gamification, which drives instant gratification but diminishing long-term engagement, our approach prioritizes personal relevance, goal-setting, and meaningful action planning to ensure lasting engagement and satisfaction.”

EVERFI Achieve offers a unique opportunity for financial institutions to position themselves as a trusted guide in their customers’ financial journeys. The mobile-first experience adapts to the diverse needs of modern consumers, and the improved navigation makes it easier for users to find the financial guidance they need right when they need it. The easy-to-customize platform allows financial institutions to embed product offers and incentives directly into the learning experience, effectively tailoring their marketing to specific customer needs. By investing in Achieve, banks and credit unions can demonstrate your commitment to financial well-being, aligning their brand with the values of their community, and making a tangible impact on financial literacy.

EVERFI has partnered with thousands of financial institutions to reach more than 60 million learners globally. Learn how partnering with EVERFI can help bring this critical education to the next generation and create a scalable, lasting impact: https://everfi.com/financial-education/consumers/ 

About EVERFI from Blackbaud
EVERFI® from Blackbaud® (NASDAQ: BLKB) is an international technology company driving social impact through education to address key societal challenges like financial wellness, mental health, workplace conduct, and more. Founded in 2008, EVERFI has reached millions of K-12 and adult learners worldwide with its transformative digital educational content. Through a unique third-party payer model, EVERFI provides K-12 schools in the U.S. with access to essential educational resources at no cost, ensuring that students everywhere gain vital life skills. Recognized as one of the World’s Most Innovative Companies by Fast Company and featured on Fortune Magazine’s Impact 20 List and the GSC EdTech 150, EVERFI continues to shape the future of digital learning. To learn more about EVERFI, please visit everfi.com or follow us on Facebook, Instagram, LinkedIn, or X/Twitter @EVERFI. 

Media Inquiries
Jennifer Edgerly  
EVERFI from Blackbaud
jedgerly@everfi.com

Forward-Looking Statements
Except for historical information, all of the statements, expectations, and assumptions contained in this news release are forward-looking statements that involve a number of risks and uncertainties, including statements regarding expected benefits of products and product features. Although Blackbaud attempts to be accurate in making these forward-looking statements, it is possible that future circumstances might differ from the assumptions on which such statements are based. In addition, other important factors that could cause results to differ materially include the following: general economic risks; uncertainty regarding increased business and renewals from existing customers; continued success in sales growth; management of integration of acquired companies and other risks associated with acquisitions; risks associated with successful implementation of multiple integrated software products; the ability to attract and retain key personnel; risks associated with management of growth; lengthy sales and implementation cycles, particularly in larger organization; technological changes that make our products and services less competitive; and the other risk factors set forth from time to time in the SEC filings for Blackbaud, copies of which are available free of charge at the SEC’s website at www.sec.gov or upon request from Blackbaud’s investor relations department. All Blackbaud product names appearing herein are trademarks or registered trademarks of Blackbaud, Inc.

 

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Melanie Siewert, Chief Marketing Officer at LHH, Joins the Exceptional Women Alliance (EWA)

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LOS ANGELES, May 8, 2026 /PRNewswire/ — The Exceptional Women Alliance (EWA) proudly welcomes Melanie Siewert, Chief Marketing Officer at LHH, into its distinguished community of influential women leaders. A seasoned global marketing executive, Siewert brings more than 20 years of experience transforming brands, building high-performing teams, and driving measurable growth across both B2B and B2C industries.

As Chief Marketing Officer of LHH, Siewert leads global marketing strategy across brand, demand generation, and customer experience. She plays a critical role in aligning marketing with business objectives and fostering strong collaboration with sales to enhance organizational performance and accelerate growth. Her leadership has been instrumental in shaping a modern, customer-centric brand and building a marketing function designed to deliver consistent, high-impact results across a complex global enterprise.

Throughout her career, Siewert has held senior leadership roles at prominent organizations including Truist Financial, Worldpay, Equifax, Whirlpool Corporation, and JPMorgan Chase. She is widely recognized for guiding enterprise brand strategy, leading complex mergers, scaling marketing operations, and delivering measurable gains in pipeline, revenue, and digital adoption.

Siewert’s expertise spans marketing strategy, customer engagement, brand development, sales enablement, and cross-functional leadership. Known for her empowering leadership style and strategic vision, she consistently builds high-performing teams that drive sustainable business growth while fostering collaboration and innovation.

Her accomplishments include:

Leading global marketing strategy for LHH, integrating brand, demand generation, and customer experience to drive business performance.Guiding enterprise brand transformations and go-to-market strategies across multiple global organizations.Driving measurable growth in pipeline, revenue, and digital engagement through data-driven marketing initiatives.Leading marketing efforts through complex mergers and organizational transformations.Serving as a two-time board chair and lifetime member of Strategic & Competitive Intelligence Professionals.Recognized as a Top Woman in Marketing by PRWeek.

“Melanie’s ability to translate complex market dynamics into clear, impactful strategies, combined with her commitment to building strong, collaborative teams, makes her an exceptional addition to EWA,” said Larraine Segil. “Her leadership and results-driven approach align seamlessly with the values of our sisterhood.”

Melanie shared “I’m honored to be part of the Exceptional Women’s Alliance and look forward to learning from the incredible women leaders who are dedicated to lifting other women and impacting the world at large.”

Siewert now joins a powerful and growing community of C-suite and board-level women leaders across disciplines who share a common goal: to support one another through confidential, life-long mentoring relationships and to enrich both their professional and personal lives.

About Exceptional Women Alliance (EWA)
The Exceptional Women Alliance (EWA) is an invitation-only peer mentorship organization where high-level Exceptional Women from across multiple industries are hand-selected and invested in, to grow, learn, share, and succeed. In addition to the achievement of significant success, the criteria for acceptance include character traits that are defining of the EWA Culture – Kindness, the Spirit of Generosity, Transparency, Gratitude, and Willingness to Share their knowledge. The Foundation is a powerhouse of peer-to-peer mentoring that provides guidance, deep connection, and leadership, propelling each woman to sustainable success—one woman at a time. The life-long program enables each participant to be connected as alumnae in the ever-expanding EWA global community, as their fellow women leaders continue to move into positions of significance.

Learn more at www.exceptionalwomenalliance.com

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Insurance Modernization at Risk as Workforce Strategies Fall Behind, Says Info-Tech Research Group

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Insurers are under pressure to modernize core systems while competing for scarce cloud, data, AI, and cybersecurity talent. Info-Tech Research Group’s new blueprint, Rebuild Your Talent Engine: Attract and Retain IT Talent in Insurance, outlines a practical framework to help insurance IT and HR leaders assess readiness, strengthen their employee value proposition, and retain the critical roles needed to accelerate transformation.

ARLINGTON, Va., May 8, 2026 /PRNewswire/ – Insurance modernization is increasingly being constrained by the people and capabilities required to deliver it, according to Info-Tech Research Group. The global research and advisory firm’s newly published blueprint, Rebuild Your Talent Engine: Attract and Retain IT Talent in Insurance, provides a structured approach to help insurers attract, retain, and mobilize the IT talent required to support digital transformation.

The firm’s research indicates that many insurers are trying to advance core system modernization while facing shortages in cloud, data, AI, and cybersecurity roles. At the same time, experienced legacy system experts are retiring, creating knowledge gaps that can slow delivery, increase operational risk, and deepen dependence on external partners.

“Insurance modernization cannot succeed if the workforce strategy behind it remains outdated,” says Vidhi Trivedi, senior research analyst at Info-Tech Research Group. “Insurers need an employee value proposition that reflects what both digital and legacy talent value today: flexibility, growth, purpose, and belonging. When organizations connect those expectations to the technology roadmap, they are better positioned to retain institutional knowledge, attract new capabilities, and move transformation forward with confidence.”

Key Workforce Risks Slowing Insurance Modernization

Info-Tech’s blueprint identifies several talent challenges that are limiting insurers’ ability to modernize effectively:

Critical digital skills remain difficult to attract and retain. Cloud engineers, data architects, cybersecurity specialists, and AI-capable technologists are essential to future-state systems, integration, and automation.Legacy expertise is leaving faster than it can be replaced. Core system knowledge remains vital to operations, compliance, and transition planning, yet many long-tenured experts are approaching retirement or feel disconnected from future-state roles.Rigid work models reduce access to high-demand talent. Digital professionals increasingly expect hybrid options, autonomy, modern delivery practices, and environments that support productivity and wellbeing.Growth pathways are not clearly connected to transformation needs. Without structured upskilling, internal mobility, and role progression, insurers risk losing employees to industries perceived as more innovative or career-accelerating.Employer branding often undersells insurance’s purpose and impact. The industry plays a critical role in protecting people, businesses, and communities, but that purpose is not always translated into a compelling technology career story.

Info-Tech’s Three-Phase Framework for Rebuilding the Insurance IT Talent Engine

To help insurers address these challenges, the Rebuild Your Talent Engine: Attract and Retain IT Talent in Insurance blueprint outlines a three-phase methodology:

Assess Talent Readiness for Modernization Success
Insurance IT and HR leaders identify modernization-critical roles, evaluate workforce pressure, assess EVP fit across key roles, and prioritize the roles that pose the greatest risk to transformation timelines.Build and Embed a Modern Employee Value Proposition
Organizations define a clear employer-employee value exchange, establish proof points across the four EVP pillars of flexibility, growth, purpose, and belonging, and activate targeted initiatives for priority roles.Develop and Present the EVP Impact Report
Leaders synthesize workforce insights, visualize progress, and present a measurable view of how EVP activation is improving retention, engagement, internal mobility, and readiness.

The resource also includes supporting tools, such as the EVP Diagnostic Tool, EVP Activation & Implementation Tool, and EVP Impact Report Template, that help insurers move from talent planning to measurable action.

“Too often, insurers view IT talent challenges as a capacity issue, when they are really a transformation risk,” explains Trivedi. ” “The insurers that move fastest will be those that know where critical capabilities are under strain, protect the expertise that increases operational resilience, and create clear pathways for employees to help shape the future of insurance from within.”

By applying Info-Tech’s framework outlined in the Rebuild Your Talent Engine: Attract and Retain IT Talent in Insurance blueprint, insurance leaders can better understand where people-related risks are highest, strengthen retention in critical roles, reduce long-term reliance on external partners, and build a more resilient technology organization. The firm’s research emphasizes that a modern EVP is not only an HR initiative but a strategic enabler of modernization success.

For exclusive and timely commentary from Info-Tech’s experts, including Vidhi Trivedi, and access to the complete Rebuild Your Talent Engine: Attract and Retain IT Talent in Insurance blueprint, please contact pr@infotech.com.

About Info-Tech Research Group

Info-Tech Research Group is the “get things done” partner for over 30,000 IT, HR, and marketing leaders worldwide. The fastest growing research and advisory firm, Info-Tech enables leaders to make well-informed decisions and transform their organizations through AI, strategic foresight, step-by-step methodologies, practical tools, industry-leading advisory, and training programs. For nearly 30 years, tens of thousands of private and public organizations have trusted Info-Tech to lead their most important initiatives through periods of change and deliver outcomes that truly matter.

To learn more about Info-Tech’s HR research and advisory services, visit McLean & Company, and for data-driven software buying insights and vendor evaluations, visit the firm’s SoftwareReviews platform.

Media professionals can register for unrestricted access to research across IT, HR, and software, and hundreds of industry analysts through the firm’s Media Insiders program. To gain access, contact pr@infotech.com.

For information about Info-Tech Research Group or to access the latest research, visit infotech.com and connect via LinkedIn and X.

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SOURCE Info-Tech Research Group

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Caris Life Sciences Submits Application to New York State Department of Health for Caris Assure Blood‑Based Testing Authorization

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IRVING, Texas, May 8, 2026 /PRNewswire/ — Caris Life Sciences® (NASDAQ: CAI), a leading patient-centric next-generation AI TechBio company and precision medicine pioneer, today announced that it has submitted an application to the New York State Department of Health (NYSDOH) Clinical Laboratory Evaluation Program (CLEP), administered through the Wadsworth Center, seeking authorization to perform Caris Assure®, its blood‑based molecular profiling test, on specimens originating from New York State.

Caris Assure is a blood‑based molecular profiling test designed to support comprehensive biomarker analysis using a minimally invasive blood sample. Caris Assure uses circulating nucleic acids sequencing (cNAS) to analyze the whole exome (DNA) and whole transcriptome (RNA) of 22,000 genes. This comprehensive test identifies tumor alterations, clonal hematopoiesis (CH) and inherited variants, pharmacogenomic alterations, microsatellite instability (MSI) and tumor mutational burden (TMB).

The submission initiates the formal review process required by New York State for clinical laboratories seeking to perform testing on specimens collected from New York patients. Through the Wadsworth Center, CLEP conducts comprehensive reviews of laboratory permits and laboratory-developed tests to evaluate analytical validation, quality systems, personnel qualifications and compliance with applicable state regulations.

“Caris is committed to meeting the highest standards for laboratory quality, validation and regulatory compliance,” said David Spetzler, MS, PhD, MBA, President of Caris Life Sciences. “This submission of Caris Assure for review through the New York State Department of Health’s Wadsworth Center reflects our disciplined approach to expanding access to our technologies in a manner that demonstrates the rigor, responsibility and focus on the patient that define Caris Life Sciences and guide our work in the markets we serve.”

At this time, no determination has been made by NYSDOH, and Caris Assure is not authorized for use on blood-based specimens originating from New York State unless and until CLEP authorization is granted.

Caris operates a CAP-accredited, CLIA‑certified clinical laboratory and performs testing in jurisdictions where it is authorized to do so, in accordance with all applicable federal, state, and local regulations. Any future availability of Caris Assure in New York State will be contingent upon completion of the CLEP review process administered by the Wadsworth Center and receipt of the appropriate authorization.

About Caris Life Sciences
Caris Life Sciences® (Caris) is a leading, patient-centric, next-generation AI TechBio company and precision medicine pioneer actively developing and commercializing innovative solutions to transform healthcare. Through comprehensive molecular profiling (Whole Genome, Whole Exome and Whole Transcriptome Sequencing), advanced AI and machine learning, Caris has created the large-scale, multimodal clinico-genomic database and computing capability needed to analyze and further unravel the molecular complexity of disease. This convergence of next-generation sequencing, AI and machine learning technologies and high-performance computing provides a differentiated platform for developing the latest generation of advanced precision medicine diagnostic solutions for early detection, diagnosis, monitoring, therapy selection and drug development.

Caris was founded with a vision to realize the potential of precision medicine to improve the human condition. Headquartered in Irving, Texas, Caris has offices in Phoenix, New York, Cambridge (MA), Tokyo, Japan and Basel, Switzerland. Caris or its distributor partners provide services in the U.S. and other international markets.

Forward Looking Statements

This press release contains forward-looking statements, within the meaning of the Private Securities Litigation Reform Act of 1995 and other federal securities laws. All statements other than statements of historical facts contained in this press release are forward-looking statements, including statements regarding our business, solutions, plans, objectives, goals, industry trends, financial outlook and guidance. In some cases forward-looking statements can be identified by words such as “may,” “will,” “should,” “would,” “expect,” “plan,” “anticipate,” “could,” “intend,” “target,” “project,” “potential,” “contemplate,” “believe,” “estimate,” “predict,” or “continue” or similar expressions.

You should not rely upon forward-looking statements as predictions of future events. Although we believe that the expectations reflected in these forward-looking statements are reasonable based on information currently available to us, we cannot guarantee that the future results, discoveries, levels of activity, performance or events and circumstances reflected in forward-looking statements will be achieved or occur. Forward-looking statements involve known and unknown risks and uncertainties, some of which are beyond our control. Risks and uncertainties that could cause our actual results to differ materially from those indicated or implied by the forward-looking statements in this press release include, among other things: our future financial performance, results of operations or other operational results or metrics; development, analytical and clinical validation, timing and performance of future solutions by us and our competitors; commercial market acceptance for our solutions, including acceptance of preventive as well as diagnostic testing paradigms, and our ability to meet resulting demand; the rapidly evolving competitive environment in which we operate; third-party payer reimbursement and coverage decisions related to our solutions; risks related to data management, storage, and processing capabilities and our ability to integrate and deploy artificial intelligence and advanced data analytics technologies; our ability to protect and enhance our intellectual property; regulatory requirements, decisions or approvals (including the timing and conditions thereof) related to our solutions, including our application for New York State Department of Health approval for Caris Assure; reliance on third-party suppliers; risks related to data security, patient privacy, and compliance with healthcare data protection regulations as well as potential cybersecurity threats to our data platforms; our compliance with laws and regulations; the outcome of government investigations and litigation; risks related to our indebtedness; and our ability to hire and retain key personnel as well as risks, uncertainties; and other factors described in the section titled “Risk Factors” and elsewhere in our Annual Report on Form 10-K filed on March 3, 2026, and in our other filings we make with the SEC from time to time. We undertake no obligation to update any forward-looking statements to reflect changes in events, circumstances or our beliefs after the date of this press release, except as required by law.

Caris Life Sciences Media:
Corporate Communications
CorpComm@CarisLS.com
214.294.5606 

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