Banking the Online Investor

Is it time for online trading?

Jim Bruene

June 1999

: OBR 49



The bank’s share of assets in the model portfolio continue to decline, but there is more to solving the problem than just adding a quick-fix brokerage element.

• Chasing retail investments online
• Get core products going first
• Look for unmet customer needs
• Take the high road
• Build vs. buy vs. partner
• Investment themes for banks
• Marketing hooks
• Product of the Month: US Clearing’s free solution
• Financial institution milestones
• AmEx Safe Shopping at Eddie Bauer
• from Texas Capital
• Bank One looks to Net for growth
• NetBank to use
• Schwab introduces indexed CDs
• U. S. Bank brokerage offerings

Banking the Online Investor


online investing, trading, discount brokerage, mutual funds, index funds, value investing, product management, deposits