2012 GOLD MONITOR WINNERS SERIES          BANKING
Category Overview1. Account Selection Tools and Charts2. Online Applications3. Account Summary Information4. Account Histo...
Account Selection Toolsand Charts                      There is much room for improvement                      for the ban...
Online Applications                 Ally and Citizens Bank                 earned gold for providing                 seaml...
Account SummaryInformation              Three firms share Silver Monitor honors – Capital              One, Citibank and S...
Account History                  Bank of America takes a                  Gold Monitor in the first year                  ...
Transfer Capabilities                    Bank of America leads the                    pack again here, offering           ...
Self-Service Options                   Citibank receives the Gold                   Monitor Award this year for its       ...
Alert Services                 Bank of America, Chase and                 Capital One earned gold by                 offer...
Private Site Help                    Citibank garners the only                    Gold thanks to its strong,              ...
Contact Us                                    Connect with UsDoug MillerSenior Analyst, Bank & Credit Card Monitors       ...
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The 2012 Banking Gold Monitor Award Winners by Corporate Insight

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The Banking Monitor Awards presented by Corporate Insight recognize financial services firms for excellence in the online user experience they offer prospects, clients and advisors. The eight slide decks in this series highlights the firms in a specific industry within financial services that received Gold Monitor Awards.

Published in: Economy & Finance
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Transcript of "The 2012 Banking Gold Monitor Award Winners by Corporate Insight"

  1. 1. 2012 GOLD MONITOR WINNERS SERIES BANKING
  2. 2. Category Overview1. Account Selection Tools and Charts2. Online Applications3. Account Summary Information4. Account History5. Transfer Capabilities6. Self-Service Options7. Alert Services8. Private Site Help
  3. 3. Account Selection Toolsand Charts There is much room for improvement for the banking industry as a whole within this category, and no one firm earned Gold. Citibank leads with a Silver Monitor for offering an impressive customizable and expandable account comparison chart for both checking and savings products. In addition, the firm offers a Pricing Package Selector tool.
  4. 4. Online Applications Ally and Citizens Bank earned gold for providing seamless, easy-to-follow, multi-step applications.
  5. 5. Account SummaryInformation Three firms share Silver Monitor honors – Capital One, Citibank and Schwab Bank. Capital One provides users with a summary table that lists all accounts’ Current Balance and Available Balance for all deposit accounts. Schwab Bank offers an All Balances summary page, listing Interest, Balance and Pending Transactions information. Citibank provides a Account Snapshot feature and integrates Balance information from linked accounts onto the private site homepage.
  6. 6. Account History Bank of America takes a Gold Monitor in the first year of this category, offering 12 months of transaction data to users within an impressive table that can be filtered and sorted in a variety of ways
  7. 7. Transfer Capabilities Bank of America leads the pack again here, offering internal, external, intra-bank and wire transfers through a unified Transfers interface.
  8. 8. Self-Service Options Citibank receives the Gold Monitor Award this year for its array of Self-Service options available in a centralized location. The firm also provides an excellent Forms & Documents section within the dedicated Help page.
  9. 9. Alert Services Bank of America, Chase and Capital One earned gold by offering clients superior account and security alert capabilities, extensive alert histories and a variety of alert delivery options.
  10. 10. Private Site Help Citibank garners the only Gold thanks to its strong, centrally available Chat and Search tools, contextual section-specific help, and its main Help Center.
  11. 11. Contact Us Connect with UsDoug MillerSenior Analyst, Bank & Credit Card Monitors Corporate Insight Blog212-832-2002 x-120dmiller@corporateinsight.com Follow @CInsightBen PoustyMarketing Manager212-832-2002 x-134 Follow CI on LinkedInbpousty@corporateinsight.com Like CI on Facebook CI Presentations on SlideShare
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