With Q2 Goals, your FI gets a clearer picture of account holders’ intentions, hopes, and ambitions, with targeted timelines set by your users so you can understand their goals. What’s more, your FI will be in position to be a partner in helping account holders achieve their dreams. This harmonious dynamic can create a win-win situation for all.
Encourage account holders to establish savings goals within Q2 Online Banking
Give account holders easy visibility into their progress and activity
Afford account holders the flexibility to update, redeem, or close their goal
Help them protect the money they’re setting aside for their savings goals by moving it out of their available spend.
Don’t worry, it’s just as easy to move it back if they need the funds in a pinch.
Spotlight the savings categories you feel will interest them the most…
…such as emergency funds, a down payment for a home, vacation funds, automobile purchases, and more!
Display messages to those who are either on track or have fallen behind on their goals.
Congratulate them or urge them to catch up!
Feature their goals and their progress at the top of the homepage.
Allow them to update their goals’ names, target amounts, and target dates.
Offer a simple way to redeem goal savings by transferring to a held account.
Allow them to close their goal from within online banking.
Create a dedicated account on the CorePro sub-ledgering system in order to coordinate movement of money