Synergy Credit Union, serving over 28,000 members in Saskatchewan with $2.4 billion in assets, wanted to reduce financial stress and give members a full view of their finances, including external accounts. Partnering with Celero and MX, it implemented Personal Financial Management and Insights tools to provide personalized guidance on budgeting, debt, and spending. Members now receive over 200,000 digital insights monthly, with 93.4% of aggregation requests connecting successfully in under 15 seconds. This led to higher engagement, improved survey scores from 72% to 77%, and actionable intelligence to target and retain funds leaving the credit union.

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