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MBR Business Development — Roadmap

Section titled “MBR Business Development — Roadmap”

High-level strategic direction for building MyBetterRates from Phase A through Phase Z. For detailed task checklists, see TASKS.md. For phase-by-phase plan, see PLAN.md. Strategic SSOT: 02_Strategy/Filter+Focus.md (53 rocks, ranked)

Phase Z — Long-Term Vision

Section titled “Phase Z — Long-Term Vision”
  • $10M Cancer50Pledge cheque delivered to cancer research
  • MBR is Canada’s most trusted consumer financial wellness platform
  • WealthCare 50 Alliance: 500+ employer, charity, and association partners
  • Cancer50Pledge.ca: 200+ business pledgers; national movement
  • Open Banking integrated — Invisible Guardian on live bank data
  • SDC (Rung 5) active for MBR’s most engaged users

Phase A — Rate Intelligence (COMPLETE ✓)

Section titled “Phase A — Rate Intelligence (COMPLETE ✓)”
  • Rate scanner: daily pipeline, 8 sources, SQLite storage, change detection
  • Benefit Snapshot widget deployed
  • Cancer50Pledge.ca scaffold deployed

Phase A→B — Pre-Launch (NOW)

Section titled “Phase A→B — Pre-Launch (NOW)”
  • mybetterrates.com live (SvelteKit + Cloudflare Pages)
  • Hassle Threshold Engine MVP
  • Cancer50Pledge.ca Phase B (custom domain + pledge form)
  • David Chilton outreach (Founding Signatory)
  • Wealthsimple affiliate arrangement

Phase B — Notifications + Transfer

Section titled “Phase B — Notifications + Transfer”
  • Alert delivery (email + push)
  • 1-Click Transfer MVP
  • Split-Cart tax receipt
  • WealthCare 50 Alliance Corporate track
  • Media Engine Phase 1 (3–5 podcasts)
  • TFF Partnership

Phase C+ — Intelligence, Scale, Advocacy

Section titled “Phase C+ — Intelligence, Scale, Advocacy”
  • Financial IQ Score
  • Net Worth Thermometer
  • Mortgage Broker Network
  • CARP partnership
  • Open Banking readiness
  • SDC as Rung 5