I recall a couple of years ago being out on a team building exercise and we had all just sat down to some outside tables to eat lunch at a courtyard café.
Right as I was about to take my first bite my cell phone rings with my wife on the other end who then asks me, “ So how is your sandwich?” Now, you can imagine me looking all around trying to see where she is sitting.
As I scanned the crowd looking for her, I asked how she knew I was eating a sandwich. Her reply changed my lunch habits ever since, “Oh, it’s on this new online banking you signed us up for.” My days of sneaking a burger instead of packing a lunch were over.
Now, years later we laugh at that moment but it’s a pivotal point in how we as consumers have access to see how much and where we are spending our hard earned money. Technology now allows each of us to manage all our financial accounts in one place with a single login, so we can more easily budget and gain control over our spending to save more.
All this brings me to a free service Truliant offers every online banking user – FinanceWorks, an online financial tool that was created to address individuals and families’ most pressing financial needs with a simplified, intuitive experience.
What I like most about FinanceWorks is that it was designed with you in mind. Because, now more than ever, each of us deserve greater control over our finances and better online tools to help us meet our budgeting and saving goals.
And remember, it’s a free service. I’m not trying to pitch you here – it’s simply a great tool that I think you’d get a lot out of. I think you’ll especially like the graphs that quickly show you where your money is going and where the holes are forming.
If you haven’t tried it I encourage you to do so. You might be surprised just where the money is going. In fact, here’s a quick video to help you get a feel for the many things FinanceWorks has to offer.
About the Author: Rik Kielbasa is the vice president of Truliant’s Member Contact Center.
