Has anyone started their 2014 plan? We didn’t think so. But with only 141,000 minutes until the new year (see inset), it’s high time to start working on it.
And we are here to help. Our annual reference, OBR’s 2014 Product, Pricing, & Strategy Guide is now available. 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 a few days ago.
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About the report
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2014 Product, Pricing & Strategy Guide for Remote Banking (link)
Embracing new business models for a digital worldAuthor: Jim Bruene, Editor & Founder
Published: 20 Sep 2013
Length: 76 pages (39,000 words)
Cost: No extra charge to OBR subscribers, $595 for others here
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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 tactics
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