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New Strategies to Become the Primary Financial Institution

Co-sponsored with Javelin Strategy & Research
Mark Schwanhausser, Sr. Analyst, Javelin Strategy & Research
Al Ko, Senior VP, Consumer Solutions, Intuit Financial Services
Trent Mason, Chief Marketing Officer, Erie GE FCU
Tavia Smith, VP, Virtual Branch Manager, Gate City Bank

Originally Recorded:
4/13/10

60 min.

How to Increase Competitive Advantage through Online Financial Management

Cathy Graeber, Principal/Founder, Swimming Upstream,
Mark Shulman, Sr. Product Manager, Intuit Financial Services,
Jason Dietz, COO, Erie General Electric FCU


Originally Recorded:
2/17/10

60 min.

Why Now is the Time for Online Financial Management

Mark Schwanhausser, Sr. Analyst, Javelin Strategy & Research.

Originally Recorded:
1/27/10

30 min.

Profiting from Online Financial Management: What You Need to Know to Grow

Cathy Graeber, independent industry analyst,
Al Ko
, Senior VP, Intuit Financial Services, and
Bonnie Ciuffo, CIO, South Carolina Federal Credit Union present.

Originally Recorded:
10/7/09

60 min.

The Strategic Value of Online Financial Management

Co-sponsored with Javelin Strategy & Research.
Mark Schwanhausser, Analyst with Javelin,
Karen Van Kirk, Group Product Manager, Intuit Financial Services, and
Tarrah Palomino-Prim
, E-Services Manager, SAFE Credit Union present.


Originally Recorded:
7/27/09

60 min.