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► At a glance

MoneyTracker

Quite simply, customers love it.

MoneyTracker deepens the relationship you have with your online banking customers, making them more loyal and more profitable.

Are consumers ready for PFM?

We hear this question alot.

Bank of America recently released adoption numbers for their PFM solution. They have 2.5 Million consumers using their PFM! And Wells Fargo is seeing similar great results. Yes, we think consumers are ready for online PFM.

This stems from the fact that Quicken and Money have been around forever (ok over 10 years). Yet the adoption of those solutions is still pretty darn poor. Just ask around, for every 1 passionate Quicken of Money user, you will like find 10 or 20 that have tried and given up.

 

Selected Customers
► Amplify FCU

Austin, TX

“We rolled out MoneyTracker in 2007 and have seen tremendous member acceptance. Members love the ability to track their finances inside online banking, things like ‘how much did I spend on groceries last month’ or ‘how is my net worth doing’. Most of all, we get comments on how easy MoneyTracker is to use.”

“We deployed Jwaala’s HomeDeposit solution as well. Member adoption has been through the roof. Jwaala really focused on making the member experience a joy, and the backoffice process effecient.”


Paul Trylko - CEO Amplify

► Texas Trust FCU

Dallas, TX

“This year we decided to highlight our new MoneyTracker deployment during our Annual Meeting. The feedback we received from members was ‘wow, I am so glad my CU is being so innovative’. Now that MoneyTracker is available online to all members (for free), the great feedback just keeps rolling in. This is what being a CU is all about, giving members great products and services, and more and more, that translates into online features like MoneyTracker.”


Clay Yearsly, VP IT, Texas Trust CU

“Working with Jwaala has been refreshing. Their talented staff is quick to address questions and seems to add new features as quick as we can request them. It is inspiring to work with another CUSO who shares the passion of creating best of breed products.”


Greg Varnell, COO, Trust Data Solutions

► Great Wisconsin FCU

Madison, WI
► Airforce FCU

San Antonio, TX
► GTE FCU

San Antonio, TX

“After researching several PFM solution providers we partnered with Jwaala to implement their feature rich MoneyTracker product.
We are extremely pleased with the quick implementation and service level they’ve provided thus far. Our members love this feature and we are excited to be offering it to them.”


GTE FCU

► Market USA FCU

Laurel, MD
► ClearStar FCU

Reno, NV
► IBM SouthEast FCU

Boca Raton, FL