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New Online Banking Report Published: 2012 Guide to Remote Banking Products, Marketing, & Strategy

By Jim Bruene on August 29, 2011 6:11 PM | Comments (0)

It's 479 days, 2 hours and 54 minutes until the end of the Mayan calendar* and you know what that means? Yep, it's time to start putting together your 2012 business and marketing plans. imageAnd don't think that the end of the world is any excuse to hold back. 

As usual, we've got your back. Announcing OBR's 2012 Online/Mobile Banking Planning Guide. Its goal: to provide a resource for financial institution managers (product and/or marketing) to help prioritize potential remote-banking projects for the coming year.

The latest version was released just this afternoon.

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About the report
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2012 Product, Pricing & Strategy Guide for Remote Banking (link)
Preparing for the mobile-first future

Author: Jim Bruene, Editor & Founder

Published: 29 Aug 2011

Length: 76 pages

Cost: No extra charge to OBR subscribers, $695 for others here

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The report contains a list of every idea that has appeared in Online Banking Report or this blog. There are more than 1,000 possible tactics listed in the current report, divided into the following categories:

1. Product tactics
A. Checking & transaction cards
B. Deposits & savings
C. Loans & credit
D. Personal finance management
E. Investments & insurance
F. Payments & transfers
G. Mobile banking/payments
H. Family (children, teens, tweens)

2. Online sales tactics
A. Increase online sales
B. Selling behind the password
C. Enter new markets & segments
D. Attract new residents (movers)
E. Increase referrals and word-of-mouth
F. Social media and Web 2.0
G. PR: appeal to community/shareholders

3. Service, security & retention tactics
A. Increase satisfaction levels
B. Enroll more online banking users
C. Encourage/reward self-service
D. Encourage paperless adoption
E. Address security concerns

4. Small business

5. Fee-based planner

6. Messages & alerts

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*We don't want to feed into the Mayan calendar hysteria, but you might want to pick up these super cool keychains here.

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