Transcript: Meridian's Online Financial Planning tool
[Meridian logo]
Around here, financial planning is for everyone.
[Animated tablet, laptop, and smart phone all displaying the Meridian logo]
Introducing online financial planning built right into online and mobile banking.
[Cursor clicks on a button that says ‘Create your plan’. Page opens - it’s the planning tool dashboard, displaying the user’s name and snapshots of the cash flow summary, net worth summary, and Things to consider. Animation zooms out to show the page open on a laptop on a desk.]
On your own or with help from one of our advisors, you can create, customize, and track a personalized plan for your unique financial journey.
[New screen shows a smart phone displaying icons that represent creating different financial goals - like travel, buying a home, saving for education, etc. There are also filters for customizing goals and graphs that track goal progress.]
Getting started is simple. Sign in to online banking or the mobile app.
[Screen view of a Meridian web page. Zooms in to see a cursor click on the ‘Sign in’ button on the top right menu. Sign in modal pops up.]
Select “Financial Plan” under Quick Links in Online Banking.
[Screen view of the Account Summary page in online banking. Zooms in to see a cursor click on ‘Financial plan’ under Quick links. Screen view of the first page on the Financial plan tool.]
From the mobile app, go to Settings and select “Financial Plan” to launch the tool.
[Screen switches to mobile app view of the Account Summary page. Zoom in to see the settings icon circled. Screen switches to Settings menu and scrolls down to ‘Financial plan’.]
Your Meridian account details will populate automatically and sync every time you sign in. You can also add any external accounts outside of Meridian – chequing, savings, loans, investments, and more.
[Animations representing updating data and connected accounts.]
Build your personalized plan. Enter your household details, income, assets, and liabilities.
[Details are added to the plan, represented as: family photos in frames, a house, a stack of cash, a credit card.]
Set your short or long-term goals – like saving for a home, retirement, education, or renovation.
[Animations representing types of goals: A home and a key, A rocking chair with a dollar sign, a graduation hat, blueprints and a model house.]
Tailor your plan based on your investment risk profile and other plan preferences.
[Screen displays: Investment Risk Profile with diagrams above key preferences: Income, Balanced, Equity.]
Get help from SAM, or Strategic Advice Manager, generate personalized strategies based on your goals and preferences, which you can choose to apply or skip and see immediately how the applied strategies impact your likelihood of achieving your goals.
[Strategic Advice Manager depicted as a brain with lines flowing out to goal icons: A home and a key, A rocking chair with a dollar sign, a graduation hat, blueprints and a model house. The lines reach down to depictions of documents representing personalized strategies. Animated documents move into a box with a user profile icon on it. A cursor moves between two buttons: ‘Apply’ and ‘Skip’. Next, animations display goal progress: Home purchase is at 65%, Retirement is not displayed, Education is at 29%, and Renovation is at 84%. Then the goals update again: Home purchase is at 71%, Retirement is not displayed, Education is at 29%, and Renovation is at 100%.]
After setting your strategies, turn them into actionable tasks to stay on track.
[The goals are displayed as bar graphs, each at a different stage of completion, with checkmarks representing tasks that help you stay on track.]
Watch your plan update as your accounts and savings grow.
[Cash flow summary shows $69K in a pie chart, with different colours representing: Withheld/Taxes, Debt, Savings, Expenses, Unspecified, Available. The chart updates to $75K. Net worth summary is shown as a bar graph with a total $604K, Assets at $881K and Liabilities at $272K.]
You can download your plan as a PDF or review it in presentation mode at any time.
[Download your plan report: Download a PDF detailing your plan, including your ability to achieve goals after implementing recommendations. Review your plan presentation: Launch an on-screen plan review in easy-to-understand presentation format.]
The plan is flexible, it can evolve as goals and circumstances change, so it’s important to review and
update it regularly.
[Moving chart displays lines moving and curving as the reach from point to point. Icons of a calendar, smartphone, and clock appear.]
And if you ever need help or advice with the plan, or with implementing the strategies, our team of experts is just a click away.
[Documents and a question mark. Then a callout appears: Want personalized advice? At Meridian, we’re here to help your grow your wealth and your financial confidence. If you’d like one-on-one advice for your financial plan, we’re ready to help. A cursor clicks on a button: Connect with us. The button becomes a Meridian logo, surrounded by photos of Meridian advisors.]
With Meridian, you’re on your way forward.
[Meridian logo]
