LegacyTexas Bank is teaming with Intuit Financial Services to answer the online financial management needs of the bank’s customers. In addition to a new streamlined online banking platform, the local community bank plans to offer several new solutions powered by Intuit Financial Services including FinanceWorks™, Purchase Rewards and TurboTax™ integration within the customer’s online banking system.

The FinanceWorks™ budgeting tool will allow customers to manage their financial accounts at various institutions within the LegacyTexas Bank online site. The new robust purchase rewards program will enable customers to earn cash back for using their debit cards at featured merchants without printing coupons or joining a club. The TurboTax™ feature will enable customers to prepopulate taxpayer data from their online banking system into their TurboTax™ software. According to LegacyTexas Bank Chief Operations Officer Lea Ann Capel, these new tools are part of a total revamp of the bank’s online banking platform.

“Many of our customers choose LegacyTexas because of the unique personal banking experience,” said Capel. “We are teaming with Intuit to help us bring that same convenience and feel to our online banking experience. This new platform will not only give our customers new financial tools to work with but will enhance the entire process”

Intuit Financial Services’ solutions and services are collaboratively designed with customers for customers. Employing a “customer-driven innovation” process, Intuit Financial Services starts by observing customers in action and listening to what they need. These insights are turned into powerful solutions and services that are so easy to use, consumers and businesses can’t imagine managing their finances anywhere else or any other way.

In July, LegacyTexas Bank will mark its 50th anniversary of service to the families, businesses and communities of North Texas. The bank has long been recognized as one of the strongest and largest community banks in the Metroplex and continues to receive recognition for building customer relationships that are uncommon in banking today.

 

About LegacyTexas Bank

LegacyTexas Bank is an independent community bank with $1.6 billion in assets.  In business since 1963, LegacyTexas Bank currently has 20 branches throughout Collin, Dallas, Tarrant and Parker Counties. LegacyTexas Group is the financial holding company for LegacyTexas Bank and also includes LegacyTexas Insurance Services and LegacyTexas Title. For more information, visit LegacyTexasBank.com.

About Intuit Financial Services

Intuit Financial Services helps banks and credit unions grow by offering innovative online and mobile banking solutions that make it easier for consumers and businesses to manage their money. Applying more than three decades of customer insights and innovation to design its products, Intuit provides solutions that help financial institutions achieve higher customer engagement and profitability. Learn more at ifs.intuit.com.