Online Financial Management



FinanceWorks powered by Quicken solves consumers' most important, everyday financial problems with ease by helping them budget and gain control over their spending so they save more. Grow deposits and improve the profitability of your online channel by transforming your Web site into a financial management hub for consumers.

What it Does for your End Users:

  • Manage  their financial accounts in one place through connectivity to 5,000+ 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

 

"Our  customers' feedback on FinanceWorks has been overwhelmingly positive. Given the desire of Americans to get better control on 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

What it Does for you:

  • 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
 
 
 

End-to-End Support with LaunchSmart
LaunchSmart is your online destination for everything you need to drive awareness and adoption of FinanceWorks.

Featuring on-demand training, education to fit different staff needs and customizable end-user marketing tools for different channels and segments, LaunchSmart helps you:

  • Accelerate business results
  • Build staff awareness and excitement
  • Drive adoption and active use by your end users
Learn More…

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