National Bank

Save to Reach Your Goals

Seeing as the consumers try more and more to be informed before meeting with their financial advisor, the National Bank wanted to provide them with a reliable, simple and complete information source.

 

Human Equation thus developed the My Idea platform, allowing any user, client of the National Bank or not, as well as financial advisors, to evaluate the savings amount necessary to accomplish the user’s projects or put together a concrete retirement plan. With the simplified and seamless user experience, every user now has access to a powerful financial planning tool.

 

The iPad app offers even more access options to users, allowing them to better understand the savings tools available, while calculating the necessary investments for their project.