TurboTax for Online Banking

TurboTax for Online Banking
October 15, 2009
Confidential and Proprietary
DI will enable you to become the Trusted Advisor
for all of your end users’ financial needs
Today
Internet Banking
The Future
FinanceWorks
Integrated Financial Management
TurboTax
1
10/16/2009
Confidential and Proprietary
Today’s Agenda
Welcome & Opening Remarks
Sasan Goodarzi , President, Digital Insight
Introducing TurboTax for Online Banking
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•
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Product Overview
Pilot Results
Guest Speaker:
Carol Safberg, EVP Operations/COO, Star One Credit Union
Product Demonstration
Trevor Dryer, Senior Product Manager, Digital Insight
Eric Pannese, Group Product Manager, TurboTax
Marketing Support for Success
•
•
Free Marketing Campaign / Timeline
Self-Serve Materials
Gene Tunney, Senior Marketing Manager, Digital Insight
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10/16/2009
Confidential and Proprietary
Our Long-Term Goal is to Make the FI
the Hub for Financial Management
Integration of
Key Jobs
Better Outcomes
Real-time Insights
and Tips
View
Plan
File Taxes
“I manage my financial
life from one place… from
seeing all of my
accounts, to getting my
taxes done!”
“My tax return is prepopulated with data… and
completing my return
only takes 30 minutes!”
“I understand the tax
implications of decisions I
make and my FI makes
recommendations to help
me plan for an upcoming
life event ”
TARGETED OUTCOMES:
Save time and money for consumers by increasing profit per
customer by 20% and Net Promoter scores by 10 points
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Intuit Confidential
TTOB Enables You to Provide an Enhanced
Version of the #1 Tax Prep Offering at a Discount
We’ve taken the industry leading tax preparation software…
• 18M federal returns filed in 2009, representing:
• 58% of all returns filed using tax prep software
• 18% of total returns filed within the US
• Fast, easy filing designed to help users with simple
returns complete their taxes in less than an hour
…and combined it with online banking to:
Change the way people view the tax prep experience
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Intuit Confidential
Intuit Confidential
Intuit Confidential
Guest Speaker:
Carol Safberg, EVP
Operations/COO
Star One Credit Union
Headquarters: Sunnyvale, CA
Total Assets: $4.8 Billion
Members: >80,000
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Intuit Confidential
Award-winning innovation
• September 29, 2009
• 32 new innovations from leading financial services and
tech companies
• TTOB selected ‘Best of Show’ by conference attendees
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Intuit Confidential
TurboTax for Online Banking
Product Demo
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Intuit Confidential
And We’re Just Getting Started
We’re going to build…
• Personalized tax tools to help users make better financial decisions
• Integration with PFW to track charitable and dependant care expenses
• Increased tax form capabilities to save users even more time
Intuit Confidential
Pricing and Timeline
• No cost to you; end users pay for product
when they file a return
• 15% discount to the end user—a benefit
that you provide for your loyal customers.
• Phased rollout of product starting in early
December; no implementation effort
required on your part
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Intuit Confidential
End user customer support model will
minimize FI impact
Direct End User Support
FI Support
FAQs/
Training
Phone
DI Call Center
Live
Community
Email
In-product
password
reset
Chat
Marketing
education
Phone
TurboTax Support & Call Center
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Intuit Confidential
We learned from the pilot that marketing is
critical to end user adoption
Marketing and Staff Support Materials
Online Elements
•
Internet Banking banners and prompts
•
Home Page Banners
•
TTOB Landing Page
•
Emails
Staff Readiness
•
Two Webcasts
(11/6 & 11/18)
•
Reference materials
for your front line staff.
•
Staff FAQs to respond to end user questions.
Print Elements: Statement stuffers, flyer, postcard, table tent and
posters
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Confidential and Proprietary
TTOB Email Component
Target Audience:
Existing Internet Banking Users
•Emails drops on 1/14, 2/4, 2/18, 3/11 and 3/31
•Optional
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Confidential and Proprietary
Banner and Splash Page Creative
Flash banners drive customers/members to a Splash Page which
encourages them to log in to Internet Banking to start a return
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Confidential and Proprietary
Register for Free Marketing Support
Today on the Client Gateway:
http://diclientgateway.com/grs/ttob
65%
registration
to date
Registration closes October 23rd
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10/16/2009
Confidential and Proprietary