FinanceWorks enables customers to track, budget and pay all of their bills in one place while receiving a comprehensive overview of their entire financial picture. The Coastal Bank has teamed up with Digital Insight, an Intuit company, to give customers throughout coastal Georgia the ability to aggregate personal account information from more than 16,000 financial institutions and credit card sites all on www.thecoastalbank.com.
Powered by Quicken®, FinanceWorks enables consumers to establish budget goals, see where their money is going, and get detailed insight into their spending behavior. The tool analyzes spending behavior and makes suggestions that can lead to significant savings over time.
“In today’s financial world, the average customer has to visit between 4 and 20 websites to piece together their entire financial picture,” said Tom Wiley, chairman, president and CEO of The Coastal Bank. “FinanceWorks displays all of your information in one secure place eliminating wasted time moving from site to site. It’s like having your own personal financial advisor.”
All of these tools, plus the ability to receive financial alerts via e-mail are now all available through one secure log-in to The Coastal Bank’s online banking website. FinanceWorks is available, free of charge, to all Coastal Bank customers.
“Providing technology that is simple to use is key for our customers,” said Jim LaHaise, executive vice president and chief banking officer for The Coastal Bank. “FinanceWorks allows anyone to take control of what can be a very confusing process and displays their financial picture in an easy to understand format.”
FinanceWorks provides an easy to use and convenient solution that helps consumers:
• Manage their financial accounts across 16,000+ institutions all on one place
• Analyze spending behavior and find ways to save
• Ensure bills are paid on time
• Simplify managing a budget and help reduce debt
• Track business income and expenses in their personal accounts
• Get organized for tax time
“We encourage everyone to log on to www.thecoastalbank.com to sign up for FinanceWorks free of charge,” said Wiley. “New customers can stop by any of our convenient banking offices to open a free checking account so that they can access this new online financial management tool.”
ABOUT THE COASTAL BANK:
Locally owned and operated, The Coastal Bank provides a full range of financial services, specializing in small business, consumer banking and real estate lending. Headquartered on Johnson Square in Savannah, this successful community bank has been serving the greater Savannah area since 1954. The Coastal Bank has an operations center in Pooler and branches throughout coastal Georgia. For more information about The Coastal Bank, please call (912) 201-4934 or visit www.thecoastalbank.com online.
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