Customized Financial Services (part 1)

Personalizing your online offerings

Jim Bruene

April 1997

: OBR 24

16

PDF

Contents
Online Personalization Methods
Mass Customizing Financial Services:
• Custom Web views
• Virtual personal bankers
• Pushing Web content
• Building your own account
Beyond Account Data: Adding Value Online by Product
Web Critic: Summit Bank’s Your File
Innovations: SFNB’s custom investment tracking service delivered via email
Digital Payments: Checkfree launches bill presentment
Financial Institution Milestones:
• Numbers from Schwab
• Report from Digital Insight
Microsoft’s Internet Banking Conference

Customized Financial Services (part 1)

$95.00$195.00

SKU: OBR24

personalization, customization, customer, 1to1, content, usability, mass customization, email