Banking the Online Investor

Is it time for online trading?

Jim Bruene

June 1999

: OBR 49

16

PDF

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.

Content
• 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
• BankDirect.com from Texas Capital
• Bank One looks to Net for growth
• NetBank to use SafeDepositBox.com
• Schwab introduces indexed CDs
• U. S. Bank brokerage offerings

Banking the Online Investor

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SKU: OBR49

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