Empower Current & Future Credit Union Members with Predictive Budgeting Built for Real Life
Interactive, member-focused budgeting that builds trust, boosts financial wellness, engages Gen-Z, and deepens loyalty.
Lift Financial Well‑Being,
Strengthen Community Trust
A recent CFPB survey found 3 in 5 credit union members desire help managing real-life expenses
01
67% of Americans feel financial ill-prepared — many of your members included
02
Budget tools lack personalized income, location, and life-stage insights that match your community’s needs
03
Without meaningful engagement tools, member retention and cross‑sell opportunities suffer
Financial literacy is the new loyalty driver.
– CUNA 2024
Meet MyBudgetReport
A Member-Ready Tool for Career-Connected and Location Specific Cash Flow Health Awareness
Predictive, Personalized Budgeting
Data‑Driven Engagement
Seamless CU Integration
Member Education & Retention
Ready to Position Your Credit Union as the Provider of Financial Confidence?
How It Works
Simple to Adopt. Powerful in Impact.
1
Group Admin Creates Branded Group Account and Shares JOIN URL LINK
2
After Joining, Members Enter Persoalized Assumptions to Generate Predictive Budget Scenarios
3
Member Receives Clear-Eyed Awareness as to the Sustainability of any Given Scenario
4
Reports and Analysis Guide Members Toward Potential Conversation With the Credit Union
How MyBudgetReport Drives Engagement and Retention to Grow Deposits
No tech integration needed
Works on any device
Unlimited Usage
Monthly & Annual Pricing Plans
Scaled Pricing to Fit Any Size Credit Union
Offer It Risk Free. No Payment for 30-Days, Cancel Anytime
We’ve built trust earning reviews like these from actual users