Community West Credit Union Introduces PFM Tool Powered by MoneyDesktop
Provo, Utah (PRWEB) July 30, 2013 -- MoneyDesktop, a leading provider of personal financial management (PFM), data analytics and marketing solutions, has been selected by Grand Rapids, Michigan-based Community West Credit Union to provide online and mobile PFM tools to its members.
Community West Credit Union, with more than $120 million in assets and three locations throughout Michigan, chose to offer PFM in order to strengthen the tie between the institution and its members by helping them achieve their financial goals. The credit union selected MoneyDesktop based largely on the company’s partnerships with its online banking and core platform providers, which significantly reduced the time and resources spent on integration. Community West also wanted to ensure the success of its PFM program by providing members with MoneyDesktop’s engaging and easy-to-understand user interface.
“Not only is MoneyDesktop blatantly simple to use, but it provides a snapshot of where your money is really going,” said Brandt Becker, business development manager for Community West. “It has been an eye-opening and powerful experience that helps them adopt a system to reach their financial goals.”
MoneyDesktop’s online platform and MoneyMobile application are offered as a free service by Community West, and allow members to view all financial accounts in one convenient location, track spending habits, create budgets and manage debt. The credit union is driving early adoption of the PFM platform through a marketing campaign that includes email and online promotion, as well as in-branch customer demos given by credit union employees. Community West also dedicated significant time to employee training by giving internal staff access to the tools before offering it to members.
“We believe that our staff will be better advocates of the product if they are engrained in using it themselves,” Becker added. “By getting MoneyDesktop in the hands of our staff first, they are better able to show the tool’s value to the members they interact with on a daily basis.”
“We are thrilled to be working with a financial institution like Community West Credit
Union to deliver an award-winning, comprehensive and free way for users to manage all of their finances,” Ryan Caldwell, CEO and founder of MoneyDesktop said. “By partnering with MoneyDesktop, Community West Credit Union will be able to better position themselves as the primary financial institution for their members. This is a great time to work together, and we're excited to see what we can bring account holders in this new age of banking.”
About MoneyDesktop
Located in the heart of Utah’s Silicon Slopes, MoneyDesktop is redefining the way millions of people interact with their finances by developing award-winning personal financial management (PFM), data-driven analytics and marketing technologies. As one of the fastest-growing financial technology providers, MoneyDesktop integrates their solutions directly into online and mobile banking, core and payment providers – positioning banks and credit unions as the financial hub of their account holders. MoneyDesktop currently partners with more than 400 financial institutions and 27 online banking, core and payment network providers.
Michael Graul, Money Desktop, http://moneydesktop.com, 678.781.7227, [email protected]
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