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About us

Intuit Financial Services, is the leading provider of outsourced online financial management solutions to mid-market banks and credit unions in the United States. Our extensive portfolio of on-demand applications includes consumer and business internet banking, electronic bill payment and presentment, personal and small business online financial management, mobile banking, online account opening and funds transfer, Web site development and hosting, marketing programs designed to help increase online banking end user growth, and more.

Why choose us?

Intuit Financial Services helps financial institutions optimize their profitability by continuously innovating how consumers and businesses manage their money online. The Company’s expanding portfolio of on-demand software solutions and growth consulting services is based on three decades of deep customer insights inspired by Intuit innovation that results in active use of the online channel.

Nearly 9 million consumers and businesses, or nearly  10 percent of all online banking users in the United States, actively use Intuit Financial Services’s solutions through its nearly 1,800 financial institution clients.

On your behalf, Intuit Financial Services:

  • Anticipates consumer and business needs through our insights
  • Innovates solutions to meet those needs better than any alternative
  • Leads the user to better money outcomes while increasing profit per customer for you

Why go on offense?

While many organizations may be on defense in the current environment, future leaders are those who play offense now to anticipate and solve for the future.

To compete and win, you must lead your consumers and businesses to improved money outcomes while also improving your financial institution’s business growth.

That’s where Intuit Financial Services comes in.

Accolades

Intuit won Best of Show at Finovate 2009 for integrating tax preparation (TurboTax) and financial management tools (FinanceWorks™) within an online banking session.

In 2009, Javelin Strategy & Research named FinanceWorks and Small Business FinanceWorks Best in Class for “…setting the standard for rivals to match.”

FinanceWorks was named best new technology by BankInnovation.net in 2009.

Small Business FinanceWorks was named Most Innovative Solution in 2009 by Barlow Research.

Aite Group listed Intuit Financial Services as one of the “Leading U.S. Small-Business Banking Technology Providers” in its August 2007 report The Online Small-Business Banking Strategies of Large U.S. Banks.

Intuit Financial Services also won ACE (Achievement in Customer Excellence) Awards in 2005, 2006, 2007, 2008, and is under consideration for 2009, from CustomerSat Inc., for Client Service Satisfaction.