Creating Better Outcomes Through Proactive Finance



Picture this — a customer opens your mobile banking app and is greeted by a surprise. Not only can they see a full list of financial products they’re pre-approved for, they can also see just how those products impact their overall financial health.

Maybe this person is a renter but sees they’re pre-approved for a mortgage with a monthly payment amount that’s on par with rent. This gets the customer thinking — maybe now is the time to buy a home.

















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