As Ontario’s largest credit union—and one of the biggest across Canada—Meridian continues to raise the bar for what it means to be a trusted financial partner. The timing couldn’t be more relevant: research shows that 84% of consumers would consider switching banks to access personalized financial tools, highlighting the growing expectation for smarter, tailored financial support. With this latest rollout, Meridian deepens its commitment to helping Members navigate financial uncertainty through enriched data, personalized insights, targeted offers, and proactive money management tools.
“Our Members’ financial wellbeing has always been central to our mission, and this comes to life in the enhanced OnYourWay experience,” said Matthew Seagrim, Chief Digital & Marketing Officer at Meridian Credit Union. “Partnering with Personetics enables us to offer human-centered digital tools that help Members make better financial decisions, all within a seamless and familiar digital environment. Ultimately, this upgraded experience helps us build deeper, long-lasting relationships.”
Meridian is among the first financial institutions to launch Personetics’ next-generation UI/UX framework, designed for both mobile and desktop to provide a unified experience across channels. With these enhancements, Members can now:
- Track income and expenses through clean, interactive visuals that highlight monthly trends
- Understand spending patterns with categorized breakdowns
- Get alerts when subscription or bill amounts increase, and stay aware of total subscription spending
- Set and manage budgets across categories like groceries, travel, and entertainment
- Create savings goals for trips, large purchases, or other milestones, with ongoing progress updates
- Receive notifications about possible duplicate payments or transfers
- Access tailored financial insights specifically designed for small business accounts
Udi Ziv, CEO of Personetics, added: “Consumers—particularly younger generations—expect their financial institutions to take an active role in helping them manage their finances. Meridian shares our mission to democratize financial wellness, and we’re proud to work together to deliver personalized, meaningful support to every Member.”
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