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1
Intuit
Marketing Tier Levels
Opportunities
Quicken Windows
BasicBasic
PremiumPremium
PremiumPremiumPlusPlus
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)
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
4
Basic Basic Marketing LevelMarketing Level
in Quickenin Quicken
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?”
6
Premium Premium Marketing LevelMarketing Level
in Quickenin Quicken
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?”
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
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!
10 Intuit Confidential
Big Logo While Connecting with FI
Key Benefit: Display your branding to your Quicken customers while they complete the download process
11 Intuit Confidential
Register Logo
Key Benefit: Display your identity branding in the highest traffic area in the Quicken product, the account register
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
13
Premium PlusPremium Plus
Marketing LevelMarketing Level
in Quickenin Quicken
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
15 Intuit Confidential
Special Tools Ad with Link:Retirement Planner
Key Benefit: Advertise retirement products/services at the time of need!
16 Intuit Confidential
Special Tools Ad with Link:College Planner
Key Benefit: Advertise college products/services at the time of need!
17 Intuit Confidential
Special Tools Ad with Link:Refinance Planner
Key Benefit: Advertise home refi products/services at the time of need!
18 Intuit Confidential
Special Tools Ad with Link:Savings Planner
Key Benefit: Advertise investment products/services at the time of need!
19 Intuit Confidential
Special Tools Ad with Link:Loan Planner
Key Benefit: Advertise loan products/services at the time of need!
20 Intuit Confidential
Reconcile Logo
Key Benefit: Advertise key products/services during the reconciliation process
21 Intuit Confidential
Interested in Finding Out More?
For more information about marketing/support opportunities with Quicken
Please email us @ [email protected]