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For eBusiness & Channel Strategy Professionals

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June 5, 2007

Online Banking

Deploying Personal Financial Management Tools to Enhance Loyalty

by Asaf Buchner

with Joe Laszlo, Amanda Guzman

This is an excerpt

Executive Summary

With the online banking market maturing, banks are seeking ways to engage their customers on their Web site beyond just checking their account balance. JupiterResearch studied opportunities related to introduction of personal financial management (PFM) tools to support acquisition, retention, and cross-selling efforts.

TABLE OF CONTENTS

itemExecutive Summary

itemConsumers Are Looking for Help Managing Routine Financial Activities

itemThe Online PFM Market Will Continue to Heat Up

itemBanks Should Develop PFM Tools That Promote Cross-selling

itemWells Fargo Leverages "My Spending Report" to Enhance Loyalty and Support Cross-Selling Efforts

itemReport Methodology

This is an excerpt

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ALSO OF INTEREST

RESEARCH CATEGORIES

Industry

Financial Services, Retail Banking, Online Financial Products & Services, Financial Services Customer Experience, Investments, Consumer Technology, Consumer Portals & Search

Geography

Asia Pacific, Europe, North America