In an effort to help new account holders transition old accounts from outside banks, many firms offer various account migration tools, specifically in the form of a dedicated Switch Center. In this Bank Monitor Report, we looked into the account migration features offered by firms on the public or private site, examining the tools and resources made available to help clients through the process of transitioning their accounts.
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Small business clients should be able to view recent and past card activities, as well as view account details, in one place of the private site – on Recent Activity Pages. For this Small Business Card Monitor Featured Topic, we examined the eight SBCM firms’ Recent Activity pages to see what type of information is available and how it is presented to clients.
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Private site homepages provide information about the state of the client’s accounts, including a summary, and also provide access to frequently used account maintenance tools and features. In this edition of Bank Monitor Report, we look at the account data provided directly on the private site homepage along with what quicklinks and organizational tools are offered.
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Credit card fees are a significant factor for consumers distinguishing among various card options. Credit card terms and conditions and fee schedules state how much a client will be charged for various card transactions and infractions, which can impact the true cost of card usage to new applicants. In this edition of Credit Card Monitor Report, we investigate the main credit card fees currently charged by each Credit Card Monitor firm and how they compare to those of last year at this time.
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Small business card holders should be able to view a clear snapshot of their account status from the private site homepage, including their balance and card payment information. In this edition of Small Business Card Monitor’s Featured Topic, we analyze the information provided by our eight SBCM firms on the private site homepages.
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Online credit card product pages are an important section within the public site as they help market card products and provide detailed card information and promotional offers to prospective clients. In this edition of Credit Card Monitor Report, we investigate credit card product pages and examine the information they provide and the layout credit card firms use to relay details to potential new card holders.
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