My$Brand Introducing Anchor D Bank’s PERSONAL FINANCIAL MANAGEMENT solution. April 2015 Anchor D Bank is offering our customers a tool to assist in track.

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Presentation transcript:

My$Brand Introducing Anchor D Bank’s PERSONAL FINANCIAL MANAGEMENT solution. April 2015 Anchor D Bank is offering our customers a tool to assist in track ing and budgeting all their financial accounts as they grow. Start Today! Plan for those future life events.

WHY? Personal Finance Manager  Increase Share of Wallet  Expand our Market (we don’t want them to go with the competition)  Increase Retention and Satisfaction

WHAT? Personal Finance Manager Wikipedia- Personal Finance is the financial management which an individual or a family unit is required to do to obtain, budget, save and spend monetary resources over time, taking into account various financial risks and future life events. When planning personal finances the individual would consider the suitability to his or her need of a range of banking products (checking, savings accounts, credit cards, consumer loans, investments, life insurance etc.

WHERE? Personal Finance Manager My$Brand is Anchor D Bank’s Personal Finance Manager Tool.  Found in your ONLINE BANKING Tabs  NO additional cost at this time  ONE STOP – ONE SHOP!

HOW? Personal Finance Manager My$Brand is Anchor D Bank’s Personal Finance Manager Tool.  Sign into your Online Banking Account  My$Brand will be in the Selection TABs  See the “Introducing My$Brand ” handout for easy to follow steps!

Handout and Link for customers!

My$Brand Introducing Anchor D Bank’s PERSONAL FINANCIAL MANAGEMENT solution. April 2015 Anchor D Bank is offering our customers a tool to assist in track ing and budgeting all their financial accounts as they grow. Start Today! Plan for those future life events.