2000 Planning

The honeymoon is over

Jim Bruene

September 1999

: OBR 52



Will this be the big year? WingspanBank fired the first shot with a goal of one million accounts. We’ve updated the strategy matrix to support your planning efforts—along with some “”quick hits”” to increase web traffic before the end of 1999.

• Effective planning
• Conference calendar
• Research companies
• Online banking user needs matrix
• Online strategy matrix
• Increase new product sales
• Upsell existing products
• Increase customer retention
• Improve brand awareness
• Improve financial performance
• A dozen quick hits for Q4 1999
• Product of the Month: VerticalOne aggregates banking statements
• Financial institution milestones
• Citibank launches CitiFI.com
• Yahoo! launches bill pay with Checkfree
• NextCard start eCom index
• Financial advertising online

2000 Planning


strategic planning, business planning, online retail banking, ideas, tactics, marketing, product development