Transcript Reconcile Logo - Intuit Financial Institutions

Intuit
Marketing Tier Levels
Opportunities
Quicken Windows
Premium
Plus
Premium
Basic
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Why Market To Your Customers In
Quicken?
Quicken: Celebrating over 20 years as a leader in
personal finance
 More people have bought Quicken than all other
personal finance software combined
 Favored by 3 out of 4 users of PFM software
 Quicken is the #2 selling software of all time
(all types included)
 Behind only Intuit’s TurboTax
 16 million Quicken users
 Quicken user demographics represent high income and
high net worth individuals
 More people bought Quicken last year than any year
since Y2K (through fiscal YTD 4/04)
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Select From Three Marketing Tiers:
BASIC
Listing in the
Financial Institution
(FI) Directory Page
PREMIUM
PREMIUM+
Listing in the Financial
Institution (FI) Directory
Page
Listing in the Financial
Institution (FI) Directory
Page
Linkable Online Center
Banner
Linkable Online Center
Banner
Big Logo
Big Logo
Register Logo
Register Logo
2 Register Text Links
2 Register Text Links
Marketspace Tab Page
Marketspace Tab Page
Co-Branded Splash Screen
5 financial planner banners
with links to FI Website
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Basic
Marketing Level
in Quicken
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Listing in Financial Institution (FI)
Directory Page
Key Benefit:
Answer a key customer question, “What online services (if
any) does my Financial Institution support in Quicken?”
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Premium
Marketing Level
in Quicken
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Listing in FI Directory Page + Logo
Key Benefit:
Add your own branding and answer a key customer question,
“What online services (if any) does my Financial Institution
support in Quicken?”
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Linkable Online Center Banner
Key Benefit:
Link your Quicken customers directly to your Web site!
Results in additional sales of product and services for deeper
relationships
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Marketspace Tab Page
Our new SOAR program… The freedom to
raise your finances to a whole new level!
Key Benefit:
Display a full page of Web content right within Quicken
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Big Logo While Connecting with FI
Key Benefit:
Display your branding to your Quicken customers while they
complete the download process
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Register Logo
Key Benefit:
Display your identity branding in the highest traffic area in
the Quicken product, the account register
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Two Register Text Links
Key Benefit:
Two custom text hyperlinks to link to your Web site!
Located in the highest traffic area in the Quicken product, the
account register
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Premium Plus
Marketing Level
in Quicken
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Co-branded splash screen
when Quicken opens…
Key Benefit:
Co-brand the user experience in Quicken
The splash screen displays your brand when your customer
launches Quicken
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Special Tools Ad with Link:
Retirement Planner
Key Benefit:
Advertise retirement products/services at the time of need!
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Special Tools Ad with Link:
College Planner
Key Benefit:
Advertise college products/services at the time of need!
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Special Tools Ad with Link:
Refinance Planner
Key Benefit:
Advertise home refi products/services at the time of need!
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Special Tools Ad with Link:
Savings Planner
Key Benefit:
Advertise investment products/services at the time of need!
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Special Tools Ad with Link:
Loan Planner
Key Benefit:
Advertise loan products/services at the time of need!
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Key Benefit:
Advertise key products/services during the reconciliation
process
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Interested in Finding Out More?
 For more information about marketing/support
opportunities with Quicken
Please email us @ [email protected]
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