Introduction

At Nudge Money, we are committed to continuous innovation while maintaining the highest standards of security, privacy, and reliability. Our product roadmap outlines key developments designed to enhance marketing automation and analytics capabilities for credit unions, all while adhering to SOC 2 compliance requirements. The following timeline provides a high-level overview of our planned advancements without disclosing proprietary details.

Q4 2024

- Enhanced our data analysis engine to incorporate expanded behavioral insights and more sophisticated product predictions.

Q1 2025

- Launched the Nudge Composer, enabling credit union marketers and frontline staff to create personalized messages for cross-selling, retention, and financial wellness in one click.

Q2 2025

- Released a digital banking interface that allows credit unions to engage members directly through a plugin and embedded financial wellness modules.
- Rolled out major enhancements to the Nudge Composer, improving ease of use and personalization capabilities.

Q3 2025

- Deploy enhancements to marketing automation, improving personalization and efficiency in campaign execution.
- Introduce workflow automation updates to streamline multi-step campaign creation.

Q4 2025

- Expand analytical capabilities to provide deeper insights into historical campaign performance and engagement trends.
- Enable AI-driven recommendations for optimizing messaging and targeting.

Q1 2026

- Strengthen integration between campaign content and performance analytics, optimizing marketing effectiveness.
- Improve reporting dashboards to provide actionable insights and trend analysis.

Conclusion

Our product roadmap reflects our dedication to delivering secure, compliant, and impactful solutions for credit unions. As we execute these initiatives, we remain committed to upholding SOC 2 standards, ensuring the protection and reliability of our platform. If you have any questions or require further details, please contact:

Reagan Bonlie

CEO & Founder
Nudge Money
reagan@nudgemoney.com