Case Study

Digital Money Management

Digital Money Management

Pages 2 Pages

On September 15th, 2016 Travis CU launched MyInsight, a digital money management tool allowing members to see all of their accounts in one place, visualize budgets, track spending, set goals and prioritize the paydown of debts. The response from members has been tremendous. Within six weeks, Travis reported 93 percent adoption, over 700,000 visits to the MyInsight spending wheel, and 8,000 users adding external accounts. Members have begun looking at their financial picture across all institutions — checking and savings accounts, credit cards, auto loans and mortgages — with Travis serving as the hub. Active users averaged 16.3 sessions across the first six weeks of implementation. Travis Credit Union, the 13th largest credit union in California with more than $2.5 billion i

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