1. 2009 2011
2010
St. Louis

2. Y&F St. Louis-Facts
• Vantage CU – Bridgeton, MO
• Assets: $630 Million
• Members: 110,000
• Branches: 17
• Launched: May 2010

3. Kathy Palmer
Not Your Mama’s Account

4. Conceived and Birthed by Vantage Credit Union

5. 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...

6. WTH does this have to do with banking?
Lots. Think about it.
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.
So we built it.

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

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

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

10. Swipe2Save
Allows you to save automatically
per debit transaction when you
use your Not Your Mama’s
Account-branded debit card.
Y&F MEMBER

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

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

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

14. 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

15. Questions?
Thanks for playing!

16. Kathy Palmer
Not Your Mama’s Account