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Online Personal Financial Management (OFM) 3.0
May 2010
This report looks at the rapid growth of online personal financial management during the past few years. And details the many ways financial institutions can leverage these consumer-friendly applications to help and retain online banking customers. In addition, we take a close look at PNC Bank’s novel Virtual...[more]
Mobile Banking & Finance Apps 2.0
April 2010
In this report, we look at the growth in the three major mobile phone app stores: iPhone, Android and BlackBerry. The top finance apps on each platform are listed. And we highlight the 97 smartphone applications currently available from 78 unique U.S. financial institutions.[more]
The Case for Mobile Banking
March 2010
In this report, we outline 10 ways that mobile banking helps support the overall strategic plan of a financial institution. We also look at the market size of mobile banking in the United States and project forward through 2025. Finally, we visited the 100 largest banks and 50...[more]
Online & Mobile Banking Forecast
January 2010
In this report, we look at online banking and bill pay usage in the United States, both past (back to 1994), present, and future (through 2019). Year-by-year projection are provided for the following online products and services: • Checking/deposit account access • Peer-to-peer (P2P) lending • Mobile access...[more]
Making the Case for Person-to-Person Payments
December 2009
In this report, we look at the market for online and mobile person-to-person payments, a market expected to grow to 15 to 20 million U.S. households by 2020 (or more if the predominant pricing for low-value transfers is free). When we first wrote about this area ten years...[more]
Attracting Small Businesses with Online & Mobile Banking
October 2009
In this report, we look at ways to create more value through online and mobile banking for small- and micro-businesses. In the United States alone, it’s a $2 trillion opportunity in deposit and loan balances, including the owner’s personal accounts. We look at ways to extend traditional products...[more]
2010 Guide to Online & Mobile Banking Products, Pricing & Strategy
August 2009
Our fifteenth annual Planning Guide is packed with more than 1000 brainstorm-inducing ideas, tactics, and tips you can use to improve the effectiveness and profitability of your online initiatives. The information is organized by product within the two major retail banking segments: consumers and small/microbusinesses. To help navigate...[more]
Improving Online Account Opening ROI
June 2009
This report focuses on ways to increase conversions and improve your results when opening financial accounts online or over a mobile phone. We’ve always had a bit of a love/hate relation-ship with online account opening. We love it because it’s essential for gaining incremental business online, but we...[more]
Connecting to Customers with Twitter
May 2009
In this report, we look at one of the fastest growing properties the Internet has ever seen: Twitter. We’ve been monitoring Twitter since it came on the scene two years ago, but hadn’t expected it to be of much value to financial institutions. Even as recently as last...[more]
Selling Behind the Password
April 2009
In this report, we look at the efforts of 15 major banks and payments players to cross-sell products within their secure online banking areas. We analyze six key areas behind the password that can be effectively used for sales and marketing messages: • Interstitial (splash screen) pages inserted...[more]
Mobile Banking 2.0: iPhone Edition
March 2009
In this special report, we look at the major mobile applications markets (Apple, Google, and Blackberry) and how any financial institution can create a downloadable mobile app to leverage the buzz. Thirty-three potential features are outlined with recommendations for various budget sizes. In addition, the report includes: •...[more]
Special Report: Has Pertuity Direct Cracked the Code in P2P Lending?
February 2009
In this special report, we look at the newest entrant in the so-called peer-to-peer lending market. Pittsburgh, PA-based Pertuity Direct has created a unique model that ties together three distinct financial offerings: • Consumer installment loans under $25,000 • Retail mutual fund for gathering “deposits” • Social lending/giveback...[more]
