Introducing My Insights

My Insights is a comprehensive Personal Financial Management (PFM) tool designed to help you manage your finances by providing key insights that protect, guide, and empower you to take even better care of your financial well-being.

You will receive a social media-like feed providing key insights about your financial health, AI-driven snapshots and data-driven financial guidance and recommendations.
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Save More and Reach Your Financial Goals Faster

Consistent saving helps build financial strength, but knowing when and how much to save isn’t always obvious. Let us help you hit your savings goal with automated insights that tell you when you have extra cash in your account that can be moved to savings. 

Whether you are saving for a big purchase,  planning for the future, or simply setting aside for a rainy day, we’re here to make it easier to know when and how much you can save. 

Visit our mobile app or website today to get started.

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Track Your Monthly Spending Habits

Knowledge is power. Understanding your money habits is the first step to building financial strength. These personalized insights include notifying duplicate payments, cost increases in your regular subscriptions, comparing spending patterns, reminding you of upcoming bills and more. So you can better budget and plan for the future. 

Let us help you take control of your finances and reach your financial goals with greater insights into your money habits today. 

Visit our mobile app or website today to get started.

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My Insights how-to video

Coming soon.