Solutions & Services

• Deepen relationships with your customers or members
• Become their primary financial institution and trusted financial advisor
• Increase the frequency and length of Web site visits to cross-sell and up-sell products and services
• Gain a competitive advantage to drive client retention and acquisition

• "Our customers' feedback on FinanceWorks has been overwhelmingly positive. Given the desire of Americans to get better control of their finances during tough economic times, we can see how this new capability could help drive even greater customer loyalty for BancorpSouth because it helps customers solve important financial tasks easily and all in one place." - Michael Lindsey, BancorpSouth Senior Vice President

Benefits for your end users:

• Manage their financial accounts in one place through connectivity to nearly 16,000 financial institutions.
  "I think this is wonderful that I can see all of my accounts in one location and help see where my money is going!" - Cynthia W., FinanceWorks user

• Track spending, manage a budget and save.
  "I LOVE, LOVE, LOVE being able to see right away how much I'm overspending or saving each month and combining months to get a clearer picture of my spending habits." - Georgia H., FinanceWorks user

• Ensure bills are paid on time.
  "This is awesome! I can look on one page and see all my upcoming bills for the month and see when they are due." - Jodi S., FinanceWorks user

• See how much money they really have to spend.
  "You can balance your check book so easy this way and then see what you really have left over instead of the balance that you see in your account." - Ellen N., FinanceWorks user