Comments on: Where are the financial advice tools?

By: Southampton bookkeeper and accountant

Southampton bookkeeper and accountant — Sun, 07 Mar 2010 12:24:07 +0000

I agree - I don’t think that calculators themselves are useful alone. For that reason I don’t put them on my website

By: William Green

William Green — Wed, 03 Feb 2010 23:09:18 +0000

Hi there. I like your post.

By: Jerrie Kerska

Jerrie Kerska — Wed, 30 Dec 2009 15:45:14 +0000

Excellent post! This post is actually one of the most interesting I

By: Vincent van der Lubbe

Vincent van der Lubbe — Tue, 02 Jun 2009 18:33:11 +0000

You could look at wesabe, mint.com etc. The innovation is coming from those outside the industry! SaaS, blue ocean strategy … I am convinced that this will shake up the industry quite a bit, remember the telephone companies some years ago … (I used to be a financial planner, I completely agree: empower your clients, personalize, integrate advise and transaction platform, GTD!). But banks might be slow, since this will uproot the whole organisation. Marketing, sale, online etc., they would all have to work together under the motto: banking is online, offline supports this for those clients who want it. Honestly, who enjoys going to a bank?