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1 Intuit Marketing Tier Levels Opportunities Quicken Windows Basic Basic Premium Premium Premium Premium Plus Plus

Intuit Marketing Tier Levels Opportunities Quicken Windows

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Intuit Marketing Tier Levels Opportunities Quicken Windows. Premium Plus. Premium. Basic. 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 - PowerPoint PPT Presentation

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Page 1: Intuit  Marketing Tier Levels  Opportunities Quicken Windows

1

Intuit

Marketing Tier Levels

Opportunities

Quicken Windows

BasicBasic

PremiumPremium

PremiumPremiumPlusPlus

Page 2: Intuit  Marketing Tier Levels  Opportunities Quicken Windows

2 Intuit Confidential

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)

Page 3: Intuit  Marketing Tier Levels  Opportunities Quicken Windows

3 Intuit Confidential

Select From Three Marketing Tiers:

BASIC PREMIUM PREMIUM+Listing in the Financial Institution (FI) Directory Page

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

Reconcile Logo

Page 4: Intuit  Marketing Tier Levels  Opportunities Quicken Windows

4

Basic Basic Marketing LevelMarketing Level

in Quickenin Quicken

Page 5: Intuit  Marketing Tier Levels  Opportunities Quicken Windows

5 Intuit Confidential

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?”

Page 6: Intuit  Marketing Tier Levels  Opportunities Quicken Windows

6

Premium Premium Marketing LevelMarketing Level

in Quickenin Quicken

Page 7: Intuit  Marketing Tier Levels  Opportunities Quicken Windows

7 Intuit Confidential

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?”

Page 8: Intuit  Marketing Tier Levels  Opportunities Quicken Windows

8 Intuit Confidential

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

Page 9: Intuit  Marketing Tier Levels  Opportunities Quicken Windows

9 Intuit Confidential

Marketspace Tab Page

Key Benefit: Display a full page of Web content right within Quicken

Our new SOAR program… The freedom to raise your finances to a whole new level!

Page 10: Intuit  Marketing Tier Levels  Opportunities Quicken Windows

10 Intuit Confidential

Big Logo While Connecting with FI

Key Benefit: Display your branding to your Quicken customers while they complete the download process

Page 11: Intuit  Marketing Tier Levels  Opportunities Quicken Windows

11 Intuit Confidential

Register Logo

Key Benefit: Display your identity branding in the highest traffic area in the Quicken product, the account register

Page 12: Intuit  Marketing Tier Levels  Opportunities Quicken Windows

12 Intuit Confidential

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

Page 13: Intuit  Marketing Tier Levels  Opportunities Quicken Windows

13

Premium PlusPremium Plus

Marketing LevelMarketing Level

in Quickenin Quicken

Page 14: Intuit  Marketing Tier Levels  Opportunities Quicken Windows

14 Intuit Confidential

Co-branded splash screen when Quicken opens…

Key Benefit: Co-brand the user experience in QuickenThe splash screen displays your brand when your customer launches Quicken

Page 15: Intuit  Marketing Tier Levels  Opportunities Quicken Windows

15 Intuit Confidential

Special Tools Ad with Link:Retirement Planner

Key Benefit: Advertise retirement products/services at the time of need!

Page 16: Intuit  Marketing Tier Levels  Opportunities Quicken Windows

16 Intuit Confidential

Special Tools Ad with Link:College Planner

Key Benefit: Advertise college products/services at the time of need!

Page 17: Intuit  Marketing Tier Levels  Opportunities Quicken Windows

17 Intuit Confidential

Special Tools Ad with Link:Refinance Planner

Key Benefit: Advertise home refi products/services at the time of need!

Page 18: Intuit  Marketing Tier Levels  Opportunities Quicken Windows

18 Intuit Confidential

Special Tools Ad with Link:Savings Planner

Key Benefit: Advertise investment products/services at the time of need!

Page 19: Intuit  Marketing Tier Levels  Opportunities Quicken Windows

19 Intuit Confidential

Special Tools Ad with Link:Loan Planner

Key Benefit: Advertise loan products/services at the time of need!

Page 20: Intuit  Marketing Tier Levels  Opportunities Quicken Windows

20 Intuit Confidential

Reconcile Logo

Key Benefit: Advertise key products/services during the reconciliation process

Page 21: Intuit  Marketing Tier Levels  Opportunities Quicken Windows

21 Intuit Confidential

Interested in Finding Out More?

For more information about marketing/support opportunities with Quicken

Please email us @ [email protected]