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U.S. Banker
February 2011
Jeremy Quittner |
Taking Control in PFM Banks are now calling the shots in online financial management, but they can't get complacent because upstarts are lurking.   |
Bank Technology News
April 2011
Michael Sisk |
PFM Promises More Than Loyalty PFM's generating a lot of buzz among banks, which are embracing the tools to build loyalty. But increasing attention is being paid to mining PFM data to make targeted offers to customers, a strategy that first requires boosting consumer adoption. |
U.S. Banker
June 2010
Bonnie McGeer |
Cross-Selling Made Simple For banks that offer personal financial management to their online customers, creating a targeted ad campaign can be a matter of a few clicks and a few minutes. |
Bank Technology News
January 2009
Glen Fest |
Keeping Up With Mint And Wells Fargo Banks left behind in the move to next-generation online financial suites may finally get their chance to move to "PFM Lite" in 2009. |
Bank Technology News
June 2009
Daniel Wolfe |
Metavante's Affinity for FinanceWorks The recession's hastened vendor consolidation and awakened entire generations of worried consumers who want real-time automated info on their finances. |
InternetNews
November 30, 2006
Nicholas Carlson |
Intuit Acquires Digital Insight Known for its financial software, Intuit gets into online banking with the buy. Can they soothe security concerns? |
U.S. Banker
January 2010
John Adams |
Success Story In Spain, BBVA's Tu Cuentas validates personal financial management as a must-have online tool. |
Bank Technology News
December 2009
John Adams |
White-Label PFM's BBVA's White Horse It only took a couple of months for consumers to flock to BBVA's white-label offering of online personal financial management tools - further bolstering the argument for PFM as a major new appendage for online banking. |
Bank Systems & Technology
January 5, 2009
Maria Bruno-Britz |
Personal Finance Tools Bring New Value to Online Channel With all the buzz around mobile banking, it's sometimes easy to forget about online banking. But banks are breathing new life into the channel with personal financial management tools. |
Bank Systems & Technology
May 12, 2009
Katherine Burger |
Digital Insight and Metavante Extend Relationship Three agreements provide financial services clients with variety of new online capabilities. |
The Motley Fool
February 26, 2008
Rich Smith |
Intuit's Secret Weapon Intuit's acquisition of Digital Insight is proving to be just what the software provider needed, and could well drive growth going forward. |
Bank Technology News
November 2005
Glen Fest |
Money Management: PFM Lite's Starts To Get Heavier Converging with bill pay and other personal cash-management capabilities, a new on-line option seems like a slam dunk, but traction has been slow. That may be about to change. |
Bank Systems & Technology
January 1, 2007
Maria Bruno-Britz |
Intuit to Purchase Digital Insight The financial management software developer recently announced plans to acquire the online banking solutions provider for $1.35 billion. While the merger came as a surprise to industry insiders, most agree that the deal makes business sense. |
Bank Systems & Technology
September 14, 2009
Maria Bruno-Britz |
More Details Emerge on Intuit Acquisition of Mint.com Mint.com will become Intuit's primary online personal financial management service offered directly to consumers. |
U.S. Banker
December 2010
Glen Fest |
Mobile Banking Lite It's cheaper and easier to offer mobile banking now that hosted services are available, and many small institutions are jumping in. |
Bank Systems & Technology
February 27, 2008
Nancy Feig |
Intuit and ECHO Agree to Acquisition Intuit management says the acquisition of ECHO, with its automated check clearing house capabilities, will round out Intuit's payment offerings with check services. |
Bank Systems & Technology
November 19, 2008
Maria Bruno-Britz |
News From the Retail Delivery Show: Fiserv Releases Streamlined Online Banking Experience Brookfield, Wis.-based Fiserv has released its latest offering in the online banking space -- a solution designed to streamline the online banking process for consumers and increase revenue opportunities for financial institutions. |
Bank Technology News
March 2007
Glen Fest |
Relationship Rewards: Loyalty Programs That Span the Bank MasterCard's new multiple-account platform means that customers can rack up points based on their entire banking relationship-and they can even customize their own prizes. |
Bank Systems & Technology
December 23, 2007
Nancy Feig |
Mobile Banking Experiencing Increased Adoption Mobile banking is causing a flurry of activity in the U.S. financial services industry. |
AskMen.com
Terence Channon |
Online Banking Your bank may offer you access to more services online than you think -- services that might make your life a whole lot easier if you use them properly. |
Bank Director
2nd Quarter 2010
Chris Costanzo |
10 Top Technologies for Banking A roundup of the freshest ideas that are changing the technological face of financial services. |
Bank Technology News
March 2007
Glen Fest |
Business Banking: Small Banks Beefing Up Commercial Capabilities Four in five community institutions say they will increase tech spending on capabilities such as cash management and imaging to attract corporate banking customers. |
Bank Technology News
May 2010
Rebecca Sausner |
The Mobile Tipping Point Consumers' ever-increasing use of their ever-more-sophisticated mobile devices put institutions in the enviable position of rolling out technology just as consumers are ready to embrace it. |
Bank Systems & Technology
December 23, 2007
Nick Holland |
Forecasts Underestimate the Growth Potential for Mobile Banking Services in the U.S. Even a relatively muted uptake of mobile banking services among mobile subscribers can result in impressive numbers in the U.S., where mobile subscriber penetration has reached more than 80 percent of the population. |
InternetNews
September 29, 2008
Dan Muse |
Intuit Extends Global and Online Reach QuickBooks Accounting 2009, the latest edition of Intuit's small business accounting package, adds more online features and support for the world's currencies. |
The Motley Fool
July 19, 2006 |
Is Online Banking for You? Online banking isn't for everyone -- yet. But it might be for you. Take some time to research it a bit. |
U.S. Banker
July 2009
Glen Fest |
The Dollars and Sense of Going Mobile Banks that latched onto mobile banking a few years ago were more interested in first-mover advantage than profitability. |
Bank Technology News
March 2010
Rebecca Sausner |
PFM's Value Resides in Actionable Information There are two problems with the hype surrounding banks and personal financial management (PFM) tools. |
The Motley Fool
June 12, 2009
Anders Bylund |
MS Money Goes Gently Into That Good Night Microsoft has announced the death of its personal finance package, putting an end to nearly 18 years of market life for MS Money. |
Bank Technology News
January 2011
John Adams |
The Self-Service Triple Crown: Social Media, Mobile and PFM One clue to where banks will be placing their Internet banking bets in 2011 can be found in Geezeo's pipes. |
U.S. Banker
March 2010
Charles Keenan |
In Search Of Wallet Share All banks talk about cross-selling, but few excel at it. Maybe it is because they focus too much on pushing products and not enough on the intangibles -- education, service, trust -- that help build loyalty. |
PC World
December 2004
Richard Morochove |
Intuit Offers QuickBooks for Newbies Small-business-friendly QuickBooks update may provide all the accounting software you need. |
Bank Systems & Technology
July 29, 2008
Lance Drummond |
Mobile Banking: Weighing the Lessons Learned On its way to growing its mobile banking customer base to more than 1 million users, Bank of America has successfully addressed a number of technological, cultural and marketing-related issues. |
U.S. Banker
June 2009
Glen Fest |
Kicking the Buckets: All Users, One Deck In a move expected to be consummated later this year, Harris Bankcorp in Chicago plans to consolidate its online banking for consumer, small business and corporate services onto a single platform through S1 Corp.'s new enterprise online banking suite. |
The Motley Fool
September 14, 2009
Rick Aristotle Munarriz |
Intuit Acquiring Mint.com Intuit has its eyes on growing its reach of Web-based budgeting applications. |
Bank Technology News
April 2007
Glen Fest |
Internet Banking: Luring the Laggards Will Require Enhancements Banks need added functionality to interest the millions of households yet to enroll in Web banking. Vendors are adapting their wares accordingly. |
InternetNews
December 15, 2006
Ed Sutherland |
Intuit Takes Electronic Clearing House Intuit Inc., maker of Quicken and QuickBooks accounting software, continued its drive to become an online banker with the $142 million purchase of payment processor Electronic Clearing House. |
Bank Systems & Technology
January 8, 2009
Jeanne Capachin |
Institutions With Capital May Find Vendors in the Mood to Deal For institutions that remain well-capitalized, the best advice is to move full steam ahead. If the need is real and solutions are available, this will be the best time to move ahead with a strategic investment. |
Bank Technology News
September 2009
Rebecca Sausner |
Mining Retail For New Business Customers There is an opportunity for banks, who given the right technology and product set, can upgrade business owners using personal accounts for business expenses into small business customers. |
The Motley Fool
November 1, 2004 |
Is Online Banking for You? It may be time to think about paying your bills online. |
Bank Systems & Technology
July 12, 2010
Penny Crosman |
Mobile Banking Usage Nearly Doubled in Past Year, IDC Says The good news: consumers and banks have made great progress in mobile banking adoption. The bad news: it's hard for banks to make money via mobile. |
Bank Technology News
December 2010
John Adams |
Business and Consumer Mobile: Not the Same It's important that banks build consumer and corporate mobile banking as two separate products, if not two distinct channels. |
InternetNews
September 14, 2009 |
Intuit Acquires Rival Mint.com for $170M Unable to build its own Web-based personal financial software service, Intuit gobbles up Mint.com site for a pretty penny. |
CRM
February 14, 2011
Koa Beck |
Mobile Banking to Increase Five-Fold Over the Next Five Years A Forrester forecast indicates one in five American consumers will be using online banking by 2015. |
Bank Systems & Technology
June 9, 2010
Penny Crosman |
Americans' Overall Cell Phone Use Dropping Overall mobile phone adoption dropped from 85% in 2009 to 74% in 2010, according to Javelin Research. But mobile-banking-friendly smart phone usage has grown 7%. |
BusinessWeek
March 4, 2010
Rich Jaroslovsky |
Behind the Buzz About Mint The finance site is really Quicken for the short-attention-span generation. |
The Motley Fool
September 23, 2005
Rich Smith |
Fools Want to Know, With Digital Insight An interview with CEO Jeff Stiefler on the online banking biz and the company's stock. |
The Motley Fool
May 19, 2008
Rich Smith |
Foolish Forecast: Perfect Intuit-ion In advance of earnings, analysts expect software maker Intuit to show a nice rise in both sales and profits. |
Bank Systems & Technology
March 17, 2009
Katherine Burger |
U.S. Treasury Adopts Open Source Strategy to Drive Electronic Tax Payments The Department of the Treasury's Financial Management Service is publishing the full specification for a free, real-time Web services interface for its Electronic Federal Tax Payment System. |
Bank Systems & Technology
June 3, 2009
Maria Bruno-Britz |
Mobile Banking Is Now a Must-Have for Banks According to a panel of bankers at Celent Innovation and Insight Day, mobile banking has moved beyond the hype to the next step in banking's evolution. |
