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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]
Online & Mobile Banking Forecast
January 2009
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 2017). Year-by-year projection are provided for the following online products and services: • Checking/deposit account access • Peer-to-peer lending (P2P) • Mobile access...[more]
Growing Deposits in the Digital Age
December 2008
This report focuses on the key driver for health and profitability in 2009 and beyond: retail deposits. Specifically, how the online channel can be used to boost the results of your deposit marketing and sales efforts. Guest author Jeffry Pilcher, a branding and marketing guru who recently launched...[more]
2009 Planning Guide for Online & Mobile Banking
October 2008
Our fourteenth 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]
New Techniques for Secure Online Finance
September 2008
In this report, we look at three promising new ways to improve actual and perceived security for online banking login and communications: • Securing browser communications (keyboard encryption): - Rapport by Trusteer • Securing the entire browser (sandboxing): - SafeCentral by Authentium • Mobile alerts and one-time passwords...[more]
New Models for Lead Generation
July 2008
In this report, we look at four new models for generating leads and new business online: • Auctions: Regular and reverse • Community-based financial deal finders • Product placement in personal finance tools • Specialty financial search[more]
Online Investing Communities
May 2008
In this report, we look at how investment companies and financial institutions can use social media tools to create “online investment communities” where users interact with each other and/or professional investment advisors in a web-based community. In our research we identified 54 North American companies involved in this...[more]
Searching for Customers 3.0
March 2008
In this report, we look at how financial institutions can use search marketing tools to attract new customers: • Impact of social media and blogging on search results • Leveraging local search and mapping • Supporting offline campaigns with search marketing • Selecting the optimum financial and brand...[more]
Online Banking & Bill Pay Forecast
January 2008
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 2017). Year-by-year projection are provided for the following online products and services: • Checking/deposit account access • Mobile access • Loan/credit card access...[more]
