OurBanc evaluates financial health similarly to The Brookings Institute, Financial Health Network of America, and many others as the combination of income, spending, savings, and planning. Therefore, we have incorporated these metrics into OurBanc’s fundamental design to make it easy for customers to measure and manage their financial health as they see fit. (PFM available with this beta release, July 2021)
Mission: Enhance customer’s ability to improve their financial health by delivering a comprehensive solution to customers that offers personalized actionable insights and an easy way to track and manage what they spend, save, borrow, and plan through an equitable and transparent platform.