A pioneer in a new style of interactive Web financial advice says his product could help banks rethink the way they use the Internet, and attract customers whom banks would otherwise have lost.

Financeware.com of Richmond, Va., provides automated interactive advice for clients of financial advisers. It was launched in May 1999 by David Loeper, who had earlier been the managing director of retail brokerage at First Union Corp.’s Wheat First Union brokerage division.

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