As the first page account holders access after logging in, private site homepages exert a significant influence on the overall online banking experience. Homepages should provide essential account information and access to important account features in a clear and concise manner. It is vital to offer well-balanced, attractive homepages that incorporate a variety of account data, resources, tools and links to key site functionality. Firms in the coverage set leverage the homepage differently in terms of design and quantity of information. This report analyzes the private site homepage design, findability, account details and available resources offered by the Bank Monitor coverage group firms.
Most firms use an account snapshot model for the private site homepage, though a few other options do exist. Three firms (16%) provide all account activity on the homepage, while two (11%) provide extensive customizability in the form of modifiable tiles. Aside from unique customization, leading firms allow users to complete online banking tasks—such as transfers, bill payments and other account management—without leaving the homepage. The best designs incorporate features such as expandable sections and quick link menus that emphasize simplicity and organization.