Online Banking Personal Financial Management: A Two-Stage Plan for Retention and

Online Banking Personal Financial Management: A Two-Stage Plan for Retention and Acquisition

Published Date: May 2007

Published By: Javelin Strategy & Research

Page Count: 28

Order Code: R3424-35

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Overview

Adoption of online banking is beginning to plateau, and online banking personal financial man-agement (PFM) will be the capability that helps reinvigorate interest in the channel and strengthens existing customer relationships. Based on quantitative data, historical industry trends and executive interviews from top FIs and technology vendors, Javelin assessed and created a two-stage implementation plan for online banking PFM. Consumer data provides the basis for feature and platform preference segmentation, followed by a review of vendors in the space.

Primary Questions

How should financial institutions implement online banking PFM?
What is the market potential for online banking PFM?
What features of online banking PFM resonate most with consumers?
Which customer segments should be targeted with particular features to encourage adoption of online banking PFM?

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