Presenter(s): Mitch Calderwood, CEO and Jackie Meyers, Director of Communication.Notes from the Presentation: My Best Interest developed Rate Sufer as a desktop application for credit card accounts and the best option for the end user. It will manage all cards on your desktop and help end users save money. How does it save money? On the card accounts page and get the card balances for each account. The bank surfer signs on to the bank site and retrieves the individuals account database – like OFX capabilities with Money or Quicken. On the balance transfer page you transfer balances from one account to another. This was shown as a transfer from Wells Fargo to Advanta credit card. The rate surfer also has SMS alerts for balances or rate guards if the rate changes. Follow the money shows you what your balances are made up from. Apply for new cards, will show the best available card offers. Another push button feature to increase limits.
What is in it for banks – drive adoption of online banking as you need to use an online banking to use rate surfer. Will have a branded application for banks to cobrand.
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