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Personalizing your online offerings
Jim Bruene
April 1997
: OBR 24
16
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)
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