Intuit Financial Services President Sasan Goodarzi discusses the future of Online Financial Management. Watch Video.
Current Customers,
Future Fortunes
All their financial information, all in one place. 62% of consumers want it. Intuit delivers. See how Intuit boosts your user's experience and your wallet share.
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Overhead Costs
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They Will Come
Get solutions so in tune with your customers, that they can't imagine going anywhere else. Discover how Intuit helps attract and retain your most profitable customers.
Intuit financial institutions making news | Read more news here
Erie General Electric Federal Credit Union Talks FinanceWorks
Source: ABC News- Ohio (WJET-TV) 7/10 - During a news broadcast on ABC News’ Ohio affiliate, WJET-TV, Trent Mason, the chief marketing officer for Erie General Electric Federal Credit Union discussed personal financial management and account aggregation becoming the norm in finance. Mason discussed the use of Intuit Financial Services’ FinanceWorks, and described how members enjoy the service. Watch the full video clip.
Cross-Selling Made Simple
Source: US Banker 6/10 - Banks have a treasure of data about their customers that, by all accounts, mostly goes to waste. But, in at least one niche, this is about to change. Some companies that provide personal financial management technology to banks are incorporating a new cross-sell engine—which makes it easy to deliver very targeted offers. Read more from this article
Small Business,
Grow Profit
Upsell self-employed and small business owners from personal to fee-based business accounts.
See how easy it is with Intuit.
Profitability You
Can Bank On
Nearly half of business online banking customers say they would switch banks for better online banking functionality. Intuit can help you catch, keep and grow these profitable relationships.
Welcome to Intuit Financial Services, formerly
Digital Insight
Your customers want instant, 24/7 access to superior online financial management they can control. Our financial management solutions meet your customers' demands head on while driving deposit growth, increasing retention, generating revenue, and gaining cost efficiencies.
Insights Driving Innovation
Redefine how consumers manage their financial lives with you at the center of this important relationship. Intuit’s deep consumer insights spur innovations that make it happen.
FinanceWorks™: Grow deposits and improve the profitability of your online channel by transforming your Web
site into a financial management hub for
your consumers.
TurboTax for Online Banking™: The only tax preparation software designed to integrate with your Internet Banking platform.
Mobile Banking: Attract younger customers and increase deposits by offering Text Message Banking or Consumer Mobile Web Banking.
Our comprehensive suite of on-demand financial management and proprietary software bring the future of online financial management to your customers. Mobile Banking, Bill Payment & Presentment, Funds Transfer –– it’s all at your fingertips anytime, anywhere with Intuit. Support your marketing initiatives with our Marketing Premier Suite. Through Promotion Manager, Email Manager and Survey Manager, you harness the power of the online channel. Offer the best service and support possible 24/7, with the combination of Secure Support, Secure Chat, FAQ KnowledgeBase and Co-Browse Support. From OFX, Online Statements, Check Imaging, Check Reorder and Easy Registration, empower your customers to manage their finances securely from your online banking platform. Management Console makes it easy for financial institutions to self-administer and customize Internet Banking solutions in a flash.
Marketing Know-How at No Cost
After helping nearly 1,800 financial institutions develop successful Growth and Retention Programs, Intuit is ready to share our most effective end user acquisition, cross-sell and retention solutions with you. Our free Growth and Retention Program can help you achieve more success by providing effective marketing and training tools.
The Web –– Brought to You by Intuit
Help existing and prospective customers find information they need and see your institution as a safe and secure partner. Web Center is a Web-based content management system of user-friendly tools you can use to update your Web site without extensive technical training. Experience secure and reliable hosting in Intuit Financial Services' SAS 70 Type II certified Data Center.
Intuit Financial Services – Now You're in Business
One size fits none. That’s why Intuit’s market-leading solutions help package, price, deploy and administer business services for market segments ranging from micro-businesses to large corporations. Solutions designed to exceed any business banking need, our premier business banking solutions improve your customers' experiences and your profit margins.
Become a central hub for small business needs and watch your profits soar with Small Business FinanceWorks™, an easy-to-use banking solution that gives small business professionals better financial control, which leads to better outcomes for them, and higher profits for you. Make all their financial information instantly accessible from your online banking platform.
Intuit helps you increase deposit growth and compete more effectively in and out of your market. Our business banking solutions include Business Bill Pay, ACH Origination, Wire Transfers, Remote Deposit Solutions, Tax Payment Service, Risk Management, Account Reconciliation, Positive Pay, Stop Payments, and Cash Management & Forecasting. Balance Reporting, Balance Alerts, Business Financial Solutions, Sweeps, Online Statements and Book Transfers deliver a powerful, secure suite of account management services. Offer on-demand 24/7 customer service, including Secure Support, Secure Chat and an FAQ Knowledgebase. Intuit’s innovative Admin tool enables you to manage all business customers through a central administrative platform. Customized features for End User Maintenance, Communications, Security, File Processing, Request Processing, Billing and Reporting allow you to self-administer your Business Banking solutions as well as run reports and analyze data to improve user and site knowledge.
Online Fraud, Off Limits with Intuit
Nothing is more important than securing your customers' finances online. That’s why we partner with industry leaders in security and anti-fraud technology that meet our high security standard for integration and service. To help you seamlessly protect customers and administrators from various forms of online fraud, our Multifactor Authentication strengthens security at login with a multi-part credential for each user. To prevent phishing attacks and other forms of online fraud, Intuit also offers a rapid Online Fraud Shutdown Service that blocks access to phishing sites prior to shutdown and extracts compromised user information. For even more protection, our Online Fraud Shutdown Service Premier proactively detects and shuts down fraudulent phishing sites, provides access to secure real-time reports and phishing alerts, and includes technical counter measures to dilute effectiveness of fraudulent attacks.
Find out how Intuit Financial Services can lead your business into the future of online financial management. Contact Intuit today!