BOSTON -- As Banc One Corp. presses into retail investments, it is eyeing ways of delivering financial planning services to customers, chairman John B. McCoy said last week.

With financial planning, "the customer relationship lasts much longer and is much deeper," Mr. McCoy said at a conference sponsored by Fidelity Investments and Business Week. He cited IDS, the financial planning subsidiary of American Express Co., as a likely model.

Subscribe Now

Access to authoritative analysis and perspective and our data-driven report series.

14-Day Free Trial

No credit card required. Complete access to articles, breaking news and industry data.