Canada’s 1st budget app for credit unions

People helping people. No FI is more committed to this philosophy than credit unions. But it’s not as easy as it sounds, especially when it comes to financial stewardship. Seriously, how many ways are there to make something like managing finances sound like fun? Your Neighbourhood Credit Union* (YNCU), a 16-branch credit union in southern Ontario asked us this question. Working together with this forward-thinking credit union, we developed an innovative 2-part solution:

  1. An online Net Worth Quiz that gave members a new way to understand where they were at financially.
  2. A fun and easy to use budget app we affectionately refer to as MOOla

Working closely with the YNCU team, we designed the Net Worth Quiz to walk members through a series of simple questions. Their individual (and confidential) answers put them in one of three ‘financial health’ categories. From here, members were given multiple ways to engage with YNCU to foster further growth and awareness. Then came MOOla – the first budget app on the market for Canadian credit unions. Once again working closely with the YNCU team, our designers built an app for mobile devices (iPhone, iPad, SmartPhone, tablet, etc.) that members can use to:

  • create budgets
  • track spending
  • add expenses in real time
  • ask for a reminder when they’ve reached a goal or limit

We love working with credit unions like YNCU. Their vision and innovative spirit fosters exciting new levels of membership engagement. It also inspires our team to push the envelope and work hard to help credit unions stay ahead of the curve. We can’t wait to see what YNCU will want to do next. And we’re thrilled to help them achieve it.

MOOla was created by thirdstream for YNCU and is now available as a free download in the iTunes App store.

*YNCU is one of Ontario’s largest credit unions serving a mobile population of 28,000 members. With $645 million in assets, YNCU provides a full complement of financial, insurance and wealth management services in its 16 branches.

2012-06-15T10:00:03+00:00 June 15th, 2012|Categories: uncategorized|Tags: , , |0 Comments

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