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New Online Banking Report Published: 2013 Guide to Remote Banking Products, Marketing & Strategy

By Jim Bruene on August 29, 2012 11:30 AM | Comments

image Alright everyone, take a deep breath, summer is over and it's time to get down to business. You are now officially behind on all the 2012 "stretch goals" that still seemed possible a few months ago.

And for many, September marks marks the beginning of the 2013 planning cycle. We are here to help. First, we moved FinovateFall up three weeks (to Sep 12/13) so you have more time to get those new ideas in to your plans.

Then there's our annual reference, OBR's 2013 Online/Mobile Banking Planning Guide. It's a thorough resource for financial institution product/marketing managers prioritizing next year's remote-banking efforts.

The latest version was posted online last night. 


About the report

2013 Product, Pricing & Strategy Guide for Remote Banking (link)
Embracing new business models for a digital world

Author: Jim Bruene, Editor & Founder

Published: 29 Aug 2012

Length: 76 pages (36,000 words)

Cost: No extra charge to OBR subscribers, $595 for others here


Table of Contents

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

1. Product tacticsclip_image002
A. Checking & transaction cards
B. Deposits & savings
C. Loans & credit
D. Personal finance management
E. Insurance
F. Investing
G. Payments & transfers
H. Mobile services
I. Family (children, teens, tweens)

2. Sales & marketing 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

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 products and services

5. Pricing: Fees and subscriptions

6. Messages & alerts



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