Travis Credit Union, California’s 13th largest with $2.5 billion in assets and 177,000 members, launched MX-powered MyInsight to give members control over their finances. The tool lets users view all accounts, set budgets, track spending, set goals, and manage debt. Adoption was immediate: within six weeks, 93% of users engaged, with over 700,000 visits to the spending wheel and 8,000 adding external accounts. Active users averaged 16.3 sessions in that period, making Travis the financial hub for members’ entire financial lives. Strategic digital, social, and in-branch campaigns fueled awareness and sustained engagement.

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