2005/2006 Planning Guide

Going upscale

Jim Bruene

September 2004

: OBR 110/111



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Our tenth annual Planning Guide is packed with more than 500 ideas and tactics you can use to improve the effectiveness and profitability of your online initiatives. Tactics are organized by product within the two major retail banking segments, consumer and small- and micro-businesses. The report also includes Finally, an 8-page guide to pricing fee-based online services.
Effective planning
Online banking research companies (19 listed)
Ten quick hits to boost revenues in 2005
Online banking benefits: pyramid of consumer needs
Consumer banking: online strategy matrix
• Marketing strategies by product
• General marketing strategies
• Service and retention strategies

Small business banking: online strategy matrix
What to charge: pricing online services
E-messaging opportunities
Security Matters: GeoTrust’s security toolbar

2005/2006 Planning Guide

SKU: OBR110&111

strategic planning, business planning, product management, business case, ideas, innovations, tactics, retail banking, investments, credit cards, mortgages, small business banking, micro-business banking