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2. Keeping Ahead of Financial Portal Trends

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Rising Customer Expectations

The MoneyPortals Solution is a suite of customizable products and services designed to provide banks with a rapid design and content development process for establishing an enhanced Web presence. Flexible in application, each MoneyPortals component may be used separately or in complementary combinations.

The Emergence of Financial Portal Components

More and more banks are transforming their Web sites into "Portals," which serve customers with financial information, money management tools, and investment products. Portals combine various components to strengthen the customer bond and create multiple streams of revenue, including:

Diagram of Components

Content Solutions and Product Context

A well-executed content-based solution can expand a bank's position to become a reliable financial advisor and services provider. Banks that embed relevant product and services within educational and topical financial content achieve two strategic goals:

  • Enhancement of the customer experience
  • Increased sales of bank products and services