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MBR Knowledge Base

ROADMAP — MyBetterRates

ROADMAP — MyBetterRates (MBR)

Section titled “ROADMAP — MyBetterRates (MBR)”

Highest-level Table of Contents for current and future plans. Source of truth for strategic direction: [[Strategic Plan]] Active business development project: [[../WorkingOn/Projects/MBR-Business-Dev/ROADMAP|MBR-Business-Dev]]

Vision

Section titled “Vision”

MBR is Canada’s most trusted financial wellness platform — the company that redirected hundreds of millions of dollars from bank inertia back to Canadian families, delivered a $10M cheque to cancer research, and proved that client-first business and philanthropic impact are the same thing.

Full: [[Vision]]

Mission

Section titled “Mission”

Help Canadians capture the wealth that bank inertia silently extracts from their savings and debt accounts — by making the math visible, the action effortless, and the outcome automatic. Direct 50% of every dollar MBR earns toward the cancer research that gives people more time to use that wealth.

Full: [[Mission]]

Strategic Positioning

Section titled “Strategic Positioning”

Category: Zero-friction wealth optimization (not a rate comparison site) Brand: MyBetterRates.com — personal, bi-directional (“Better” for savings and debt), concierge-level Primary tactic: Only notify when the verified net benefit exceeds the user’s personal hassle threshold. “Better” guaranteed.

Full: [[Executive-Summary]], [[Brand_What_Why]], [[Unique Selling Proposition]]

What Exists (KB & Deliverables)

Section titled “What Exists (KB & Deliverables)”

Knowledge Base

Section titled “Knowledge Base”
  • 01_Identity — Mission ✓, Vision ✓ (Internal View stubs remain)
  • 02_Strategy — Executive-Summary ✓, Strategic Plan ✓, Brand_What_Why ✓, Filter+Focus ✓, Core Value Propositions ✓, Key Success Factors ✓, USP ✓, Ideal Client Profile ✓
  • 03_Processes — [[../03_Processes/Business-Ideas-Workflow|Business Ideas Workflow]] ✓

Active Projects

Section titled “Active Projects”
  • rate-scanner — Phase 4 complete; daily pipeline running at 06:00 ET; 8 scrapers, 16 products
  • MBR-Business-Dev — Phase A→B underway; see [[../WorkingOn/Projects/MBR-Business-Dev/ROADMAP|project roadmap]]

In Progress

Section titled “In Progress”
  • Phase A→B pre-launch: mybetterrates.com, Hassle Threshold Engine, Cancer50Pledge.ca Phase B
  • David Chilton outreach
  • Naming decisions task (pending)
  • Origin story upgrade task (pending)

Planned (Roadmap)

Section titled “Planned (Roadmap)”

Near Term (Phase A→B)

Section titled “Near Term (Phase A→B)”
  • Mission and Vision defined
  • Ideal Client Profile defined
  • Unique Selling Proposition defined
  • mybetterrates.com launched
  • Hassle Threshold Engine MVP
  • Cancer50Pledge.ca Phase B live

Medium Term (Phase B)

Section titled “Medium Term (Phase B)”
  • 1-Click Transfer MVP
  • WealthCare 50 Alliance Corporate track
  • Media Engine Phase 1 (podcasts + PR)
  • TFF Partnership

Longer Term (Phase C+)

Section titled “Longer Term (Phase C+)”
  • CARP partnership
  • Open Banking readiness
  • SDC as Rung 5