2010 20112009

St. Louis

Y&F St. Louis-Facts

• Vantage CU – Bridgeton, MO

• Assets: $630 Million

• Members: 110,000

• Branches: 17

• Launched: May 2010

Kathy PalmerNot Your Mama’s Account

Conceived and Birthed by Vantage Credit Union

Dilemma: We can’t launch the coolest program for young people in the Lou with a ho-hum account.

Then we brainstormed.And brainstormed.And brainstormed some more.

Well...

How can they buy pizza, beer and gas if they’re broke?

• They need to know what and where they’re spending their money.• They need to save in a way that’s completely painless.• They need rebates and forgiveness.• They need coupons, and they need to share their coupons so their friends won’t also be broke.• They need to know of what awesomeness is going on with the Mother Ship.

WTH does this have to do with banking?Lots. Think about it.

So we built it.

Dashboard

Provides a single-screen, at-a-glance overview of everything you need to know about your accounts and your spending.

Personal Finance Tool

Uses keyword tagging and feeds the spending/saving forecast to help you with budgeting.

Keyword Tagging

Lets you keep track of where you’re spending your money.

Y&F MEMBER

Swipe2Save

Allows you to save automatically per debit transaction when you use your Not Your Mama’s Account-branded debit card.

Value Summary

Lets you know how much you’ve saved based on savings and/or rebates received.

Coupons

You’re able to take advantage of these offers, or share them with your friends!

Social Media Feeds

See what Vantage is posting on Facebook and Twitter as well as post to your own Facebook account.

Other Goodies

• No balance requirement• Free tweetMyMoney• Free mobile-friendly access• Free starter checks• $200 savings off mortgage closing costs• Free gift with qualified insurance quote

Questions?

Thanks for playing!

Kathy PalmerNot Your Mama’s Account