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: 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 — 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 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