Investment Management Newsflashes

First National Nebraska Selects AdviceAmerica's LifeVision Wealth Planning Applications for Online Customers

First National Nebraska (FNNI), a multistate, multibank holding company based in Omaha, has launched a new wealth planning service for its online customers using AdviceAmerica's LifeVision software. The Financial Planner service will be initially available to customers of FNNI's First National Bank Omaha, First National Bank, Fort Collins CO and First National Bank Kansas. Subsequently, up to 16 more of First National Nebraska's regional banks will also deploy the system on their Web sites.

LifeVision is a Web-based wealth planning software application that is designed to educate and motivate online banking customers to identify and resolve financial goal shortfalls relating to investment, retirement, education, insurance, debt and estate planning goals. The system includes an advice-generation system driven by a knowledge-based, artificial intelligence engine which refers bank customers to Web site product information, call centers and financial advisers.

"Of all the wealth management systems we looked at, AdviceAmerica had the most comprehensive, integrated solution for our wide-ranging requirements, and it was also the most easy to use," said Tom Haller, Senior Vice President at First National Nebraska, in a press release.

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