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SAFE CU Plies Online Software to Help Members Chart Their Financial Health

NORTH HIGHLANDS, Calif. -- Getting right in a member's face with a graphic look at his or her financial realities might seem a bit counterintuitive for building brand loyalty, but that's a key element of the personal financial management solution now deployed at SAFE Credit Union.

By Marc Rapport | Updated on November 11, 2008

NORTH HIGHLANDS, Calif. — Getting right in a member’s face with a graphic look at his or her financial realities might seem a bit counterintuitive for building brand loyalty, but that’s a key element of the personal financial management solution now deployed at SAFE Credit Union.

The big California CU is an early adopter of FinanceWorks, the home banking version of Quicken now being pushed out by Digital Insight and its corporate owner, Intuit Inc.

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