Tablet Banking From Your Couch? Intuit Has You and Your Android Covered
MOUNTAIN VIEW, Calif. – April 30, 2013 – Sitting at home and checking your bank balance? You’re not alone. Tablet banking, often done from the comfort of the couch, has increased the number of interactions between consumers and financial institutions. Read the entire press release.
Mint to Help Financial Institutions Freshen up the Digital Branch
MOUNTAIN VIEW, Calif. – April 3, 2013 – Intuit Inc. (Nasdaq: INTU) is making Mint, its popular online personal finance solution, available to financial institutions, giving them a fresh new way to build deeper, trusting relationships with banking customers through digital branches. Read the entire press release.
Coastal Bank Introduces Text Message Banking
Source: Effingham Herald The Coastal Bank, headquartered in Savannah, recently launched new state-of-the-art mobile banking and Text Message Banking (TMB). The Coastal Bank is the first locally-owned financial institution to offer mobile banking and Text Message Banking to customers. Read more from this article.
Beneficial Bank Debuts “Swipe and Save” Program
Source: NBC-TV (Philadelphia) Beneficial Bank is helping customers save money this holiday season. Each time someone shops with their Beneficial check card, and uses credit instead of debit, special deals from their favorite retailers will be sent directly to their online banking homepage. It is free to sign up, and the deals are automatically available. Deals can range from money off on a specific item, to 20 percent off an entire purchase. Denise Kassekert of Beneficial Bank offers additional details on the offering [powered by Intuit Financial Services] to NBC-TV in Philadelphia. Read more from this article.
Montgomery County Employees FCU Gives Members FinanceWorks
Source: Credit Union Journal Montgomery County Employees FCU has added the FinanceWorks suite to the money-management solutions available to members. FinanceWorks, from Intuit Financial Services, helps members manage their information and accounts, ensure bills are paid on time regardless of the method used to pay them, and allows members to see where their money is going, (including future transactions), and receive a variety of alerts about their financial status via e-mail. Read more from this article.
Six Ingredients to Make a Great Holiday
Source: Provident Credit Union Blog 'Tis the season...and Provident has six ingredients to cook up the best recipe for extra time to enjoy the holidays and less worries about your finances, including FinanceWorks. They've wrapped effective budget management up with a bow with this personal financial management software. Read more from this article.
Mobile Live at AOD FCU
Source: Credit Union Times The $213 million AOD Federal Credit Union in Anniston, Ala., is now offering mobile banking to its 27,700 members. The service includes balance and transaction viewing via text messaging and adds account transfer and bill pay for members using Web-enabled phones. AOD FCU worked with its online banking vendor, Intuit Financial Services, to create the service and said just over 700 of its approximately 6,500 active Internet bankers have signed up so far. Opened in 1950 to serve employees of the Anniston Ordinance Depot, AOD FCU now has five offices and serves 340 SEGs. Read more from this article.
Financial Education a Focus of New Arizona Central Website
Source: Credit Union Times Financial education is a primary focus of Arizona Central Credit Union’s new website. A new section called “Life Stages” is one feature of the new site. It focuses on financial opportunities and challenges and also offers access to the in-depth planning resources of the credit union’s Money Coach financial education site. The new website also has a section on Central Points, the 65,000-member credit union’s relationship rewards program, as well as streamlined navigation, branch and ATM locations and other functionality. The site was created in partnership with the Phoenix credit union’s home banking vendor, Intuit Financial Services. Read more from this article.
Montgomery County Employees FCU Launches Intuit’s FinanceWorks
Source: Credit Union Journal Montgomery County Employees FCU has rolled out FinanceWorks, a financial management tool for members powered by Intuit’s Quicken. The system helps members manage their information and accounts across more than 16,000 financial institutions and credit card sites, ensure bills are paid on time regardless of the method they use to pay them, and see where their money is going, (including future transactions), and receive a variety of alerts about their financial status via e-mail. . Read more from this article.
Redstone Federal Credit Union Rolls Out Mobile Banking Service
Source: Examiner.com Redstone Federal Credit Union has rolled out their new “Mobile Banking” service. This is an SMS Text messaging service that will allow you to do things like check your balance and get previous transaction amounts. This feature, aside from the text message and third party data fee charges from your carrier, is a free service. It is also a prompt alternative to logging in. Texts are usually received in under a minute. You can also elect to have your balances sent to you every Friday morning. The service is powered by Intuit Financial Services, who also offers the FinanceWorks financial management solution you can access in your Redsone Federal Credit Union account online. Read more from this article.
TruWest CU Offers Intuit’s Text-Message Mobile Banking
Source: Credit Union Journal TruWest CU has teamed up with Intuit Financial Services to offer text message-based mobile banking and FinanceWorks, an online financial management solution. TruWest members are using FinanceWorks to actively set and monitor budgets, track spending, manage all of their accounts in one place, and ensure bills are paid on time regardless of the method they use to pay them – through one secure log-in to TruWest's online banking website. Many of its 26,000 plus online banking members also are using mobile banking to access and track their account information, transactions and balances on their mobile phones.
Read more from this article.
Riverside Community Bank offers finance tool
Source: Rockford Register Star Riverside Community Bank is offering FinanceWorks, a personal financial management tool free of charge to all of its customers, through online banking at riversidecommunity.com. Customers can track, budget and pay all their bills in one place while receiving a comprehensive overview of their financial picture from more than 16,000 financial institutions. The tool, powered by Quicken, also offers savings opportunities, spending analysis and alerts by e-mail.
Read more from this article.
TruWest Credit Union taps Intuit for online financial management tools
Source: Finextra.com TruWest Credit Union of Tempe, Ariz. has teamed up with Intuit Financial Services to offer text message-based mobile banking and FinanceWorks, a cutting-edge online financial management solution, to give consumers a more complete and easy way to budget, gain control over their spending and see their account information while on-the-go. TruWest understands its members need access to and can benefit from truly comprehensive money management tools. Adding FinanceWorks, powered by Quicken®, to the online banking experience has enabled members to pull financial information from more than 18,000 financial institutions, including credit cards, external loans, investments and 401(k) management. TruWest members are using FinanceWorks to actively set and monitor budgets, track spending, manage all of their accounts in one place, and ensure bills are paid on time regardless of the method they use to pay them - through one secure log-in to TruWest Credit Union's online banking website. Many of its 26,000 plus online banking members are also using mobile banking to access and track their account information, transactions and balances on their mobile phone. Read more from this article.
Industrial Credit Union FinanceWorks Broadcast Clip
Source: YouTube.com- Industrial Credit Union Industrial Credit Union recently developed a 30-second TV/broadcast clip to promote its FinanceWorks offering. The full clip can be seen in the YouTube link below. Watch the clip.
Northrim Bank Partners with Intuit Financial Services
Source: Alaska Business Monthly Northrim Bank is partnering with Intuit Financial Services to offer FinanceWorks, a new financial management solution that provides consumers a more complete and easy way to budget, gain control over their spending and save more. Research has shown that 44% of consumers want to see all their finances and bills in one place and 89% who seek online financial management tools prefer to get them from their bank. As the first community bank in Alaska to offer this free service, Northrim Bank continues to meet the changing needs of Alaskans. “We want to help our customers achieve more from their banking relationship,” says Carolyn Jennings, Senior Vice President and Branch Administrator. “Our customers were asking for money management tools to help them make better financial decisions. Choosing to implement FinanceWorks made perfect sense for us in order to address that need.” Read more from this article,
Erie General Electric Federal Credit Union Talks FinanceWorks
Source: ABC News- Ohio (WJET-TV) 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 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
Intuit Makes Tax Time Less Taxing
Source: Bank Technology NewsThe disconnect between the manypersonal financial management tools now available and reality has been that, while enlightening, the available PFM data doesn't "do" a whole lot. That's not what the future looks like, says Albert Ko, svp of consumer solutions at Intuit. Read more from this article
The Coastal Bank Offers FinanceWorks to New and Existing Online Banking Customers Free of Charge
Source: PRLog (Press Release) The Coastal Bank, a leading community bank headquartered in Savannah, is pleased to offer FinanceWorks, a powerful personal financial management tool, to all Coastal Bank customers through their online banking portal. Read more from this article
BayPort Credit Union has teamed with Intuit Financial Services to offer FinanceWorks
Source: Daily Press (Excerpt) BayPort Credit Union has teamed with Intuit Financial Services to offer FinanceWorks, a package of financial management services to help customers budget and gain a more comprehensive view of their finances. Read more from this article
Star One Uses Document Portal to Make Statements, Notices Less Taxing
Source: Credit Union Times The end of January should be a little less taxing for Star One Credit Union from now on, thanks to some outsourced automation technology. The $5.5 billion credit union in Sunnyvale, Calif., used a document portal solution from Xpress Data Inc. of San Diego to offer electronic tax forms for the first time this year in addition to mailing paper forms to all members. Read more from this article
Online Banking: SAFE pioneers all-in-1 website; User can set up account views of other firms
Source: Sacramento Bee When Troy Miller checks his bank balance or pays his bills online, he's doing more than just taking care of his own finances; he's helping shape Internet banking for millions of people nationwide. Miller is one of dozens of SAFE Credit Union members giving feedback to researchers about online banking features developed by Calabasas-based Intuit and offered on a test basis to SAFE customers. Read more from this article

