Consumer Insights Driving Innovation

Redefine how consumers manage their financial lives with you at the center of this important relationship. Intuit’s deep consumer insights spurred 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 consumers. By allowing your customers to manage all their financial accounts in one place through connectivity to nearly 16,000 financial institutions, you not only gain cross and up-sell opportunities, but keep customers happy. Ultimately, FinanceWorks supports retention and acquisition efforts as only the #1 online financial management solution can.

TurboTax for Online Banking™:

Meet the only tax preparation software designed to integrate with your Internet Banking platform —TurboTax for Online Banking. With fast access built right in, your customers just sign in to your Internet Banking platform and click on the TurboTax Online access point, no authentication required. And while they’re saving time and preventing tax errors, you’re seeing even bigger advantages from a greater share of tax refund deposits to increased customer loyalty and referrals. Best of all, TurboTax for Online Banking comes at no cost or implementation effort for financial institutions. It’s ready to roll out anytime as part of an Internet Banking release.

Mobile Banking Solutions:

Banking’s on the move. And it pays to keep up. Intuit’s Text Messaging Banking and Consumer Mobile Web Banking not only attract younger customers, but increase deposits too. In fact, Gen Y mobile users have 13% higher balances and 10% more solutions than non-mobile Gen Y account holders. Deliver on the consumer demand that the largest financial institutions created for mobile solutions. Intuit makes it easy with instant access to Text Message Banking and Consumer Mobile Web Banking. Now your customers can access balances, history, transfers, bill pay, and more from any mobile device with a browser. Even better, it’s fast, secure and user-friendly, providing the ultimate mobile user experiences across different phones.

Internet Banking Starts Here.

Explore how Intuit’s Consumer Internet Banking and Consumer Lending can transform your business. Our comprehensive suite of on-demand banking services and propriety financial management software brings the future of online banking to your customers. Mobile Banking, Bill Payment & Presentment, Funds Transfer or Funds Transfer with Account Aggregation – it’s all at your fingertips anytime, anywhere with Intuit. We even support your own marketing initiatives with our Marketing Premier Suite. Through our sophisticated Promotion Manager, Email Manager and Survey Manager, you harness the power of the online channel. The result? Maximized cross-sell and up-sell opportunities, increased share of wallet and seamless integration of all of your marketing efforts.

Offer your customers and members the best service and support possible, 24 hours a day, 7 days a week 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, Intuit empowers your customers to manage all their finances securely from your online banking platform.

Maximize your per-customer profit. Plug in to our suite of powerful administrative, marketing, and analytical tools. Intuit’s Management Console makes it easy for financial institutions to self-administer and customize Internet Banking solutions in a flash. Maybe you need to analyze data to improve user and site knowledge. Or, you need to run reports on user enrollments or transaction activities. Get fast access to the information you need. It’s all at your fingertips with Intuit’s management console.

Marketing Know-How at No Cost.

After helping nearly 1,800 financial institutions develop successful Growth and Retention Programs, Intuit’s ready to share our most effective acquisition, cross-sell and retention solutions with you. Our free Growth and Retention Program can help your outcomes by providing effective marketing and training tools such as peer benchmarking, case studies, Webcast training, access to our library of banners ads for use on your Web site and much more. Not surprisingly, financial institutions that participate have seen nearly four times higher bill pay growth.

The Web – Brought to You by Intuit

Now more than ever, it is important to have a relevant, information rich Web site that helps existing and prospective customers find information they need and see your institution as a safe and secure partner. Intuit Web Center can show you how to create your optimal Web site. This Web-based content management system of user-friendly tools makes it easy to update your Web site without extensive technical training. Just one of Intuit's complete suite of Web and Value-Add solutions, Intuit Web Center keeps your Web presence live, current and more relevant than ever.

Intuit Financial Services – Now You’re in Business

Intuit’s proud to offer solutions designed to exceed any business banking need. From robust financial management solutions and services to sophisticated customer service to security offerings, our premier business banking solutions improve your customers' experience and your profit margin. See how Small Business FinanceWorks and our business banking solutions fuel business growth.

Small Business Goes Big Time

Small businesses generate $6 trillion in revenue each year. Why wait? Become a central hub for small business needs and watch your profits soar. Intuit makes it easy with Small Business FinanceWorks. This easy-to-use banking solution gives small business professionals better financial control, which leads to better outcomes for them, and better profits for you.

The reason? Small Business FinanceWorks make all their financial information, instantly accessible from your online banking platform. So you not only build deeper customer relationships, but more targeted cross and up-sell opportunities, more fee income profitability and more revenue share when your customers add Small Business FinanceWorks to their financial management.

Business Banking – Custom Fit For You

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. You offer your customers Intuit services to manage and control their business finances. In return, you benefit from increased fee revenues, customer loyalty and stronger share of wallet. Plus, superior implementation expertise, ongoing customer support and critical disaster recovery services, solution training classes and marketing tools – it’s all here, everything you need to compete to win.

• Payments/Deposits: Increase deposit growth and compete more effectively in and out of your market with Intuit’s online payment and deposit solutions: Business Bill Pay, ACH Origination, Wire Transfers, plus Remote Deposit Solutions and Tax Payment Service.
• Risk Management: Empower your business customers to manage their risk effectively with Account Reconciliation, Positive Pay and Stop Payments.
• Cash Management & Forecasting: Help your business customers get control, save time and improve overall financial management with online reporting tools: Balance Reporting, Balance Alerts, Sweeps, Online Statements and Book Transfers.

Large corporations require a wide range of complex cash management features in their online relationships with proven performance and reliability. The strength of Intuit’s business solutions lies in its user interface features, designed especially for high-volume users. Market tested with some of the largest regional and national banks, Intuit successfully serves the large corporate market through superior Payments/Deposits, Risk Management, and Information Reporting and Delivery tools.

Support every business Internet banking application you offer with on-demand 24/7 customer service with Secure Support, Secure Chat and our 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.