Online communities provide an innovative way for both current
and prospective clients to receive advice and share their own knowledge. American Express and Bank of America offer forums aimed at small business professionals, while TIAA-CREF recently introduced a revamped site with two sections providing retirement and financial planning advice for women.
This slide deck examines the design and capabilities offered by each firm’s online community, with a focus on noteworthy site features. We also provide tips for financial services firms looking to improve their online communities.
Download Slide Deck
If you do not have access to Slideshare, click here to download the PDF version of the slide deck.