Challis Hodge

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Tag: Financial Services

Business

Schwab and Yodlee Partner: Super-Personalized Websites to Help Users Manage Financial Information

Yodlee’s technology helps users manage and track financial information pertaining to bank accounts, credit cards, stocks, mutual funds, and the like, through one Website. The new service, Schwab My Accounts, will roll out early this year Read more…

By Challis, 24 years ago January 10, 2001
Business

Web Users Poorly Served by Financial Services Firms

Research firm C. E. Unterberg, Towbin surveyed 200 Financial Services firms and concluded that most did poorly in online Customer Service. They added that, “save the online trading companies, most financial services firms have not been compelled to improve or enhance online customer service offerings. (more…)

By Challis, 24 years ago January 2, 2001
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