Net Bank
NetBank Provides Customers
Online Access to Free
Personalized Financial Plan
NetBank has launched a financial planning service designed especially
to serve consumers with up to $1 million in investable assets. The service
is available for free to any NetBank personal banking customer.
"Financial planning shouldn't be reserved only for
millionaires," said Eve McDowell, chief sales & customer
fulfillment executive, NetBank. "There is a rapidly growing, highly
desirable market segment of consumers who need help in setting and
achieving important goals, like saving for a child's education, the
long-term care of a family member or their own retirement. These
individuals may not have the high level of wealth needed to receive
cost-effective, personal service from large investment firms.
"Our market research shows that 78% of consumers today don't use a
financial planner or advisor to assist them in growing their assets,"
McDowell concluded. "With our new service, we hope to reduce that
percentage significantly over time."
NetBank's initial release of its financial planning service includes a
Web-based, professional financial planning program. Some of the unique
highlights of the service include:
-- Dynamic Financial Plan - As a customer experiences financial and
life changes, they can access their plan online and update it accordingly.
-- Full Financial Relationship View - Using NetBank's account
aggregation tool, customers can get a consolidated look at all of their
financial accounts by viewing account information from non-NetBank
accounts when logged into their NetBank account.
NetBank is licensing AdviceAmerica's WealthVision(TM) wealth planning
software to power its solution.
ATLANTA--(BUSINESS WIRE)--Dec. 15, 2003
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