August 2014 Trends & Highlights: Microsites, Mythical Lands and Messaging Tools

by on Sep 04, 2014

toolsTRENDING

  • Busy Month for New Tools – Twelve new tools were launched across our Monitor groups, most notably of which are three new calculators offered by MetLife, Wells Fargo Advisors and iShares, respectively.
  • No New Apps – Mobile apps have taken an extended vacation this summer as, with the exception of a few minor enhancements to pre-existing apps, no new apps were launched this month.
  • Advisor Monitor Group Observes the Launch of Two New Microsites – Two new microsites are now offered by BlackRock and AllianceBernstein. The BlackRock Insight Center microsite provides a free platform through which advisors can receive a variety of educational resources to aid in their continuing education. Alliance Bernstein’s new microsite – Balance Risk and Be Active – expands on findings from the firm’s Summer 2014 Capital Markets Outlook research for the third quarter and educates advisors about the state of capital markets, attitudes towards equity exposure, fixed-income investing and the benefits of alternative investments.

AUGUST HIGHLIGHTS

PNC Revamps Public Site
Following in the same vein as Merrill Edge’s private site revamp last month that offers clients simplified navigation, PNC redesigned its public site navigation while maintaining its core content. A new row of main navigation tabs replaced the site’s previous left-column navigation links and all public site pages were redesigned to feature expandable sections, centered content and more white space.

 PNC Redesigned Public Site Homepage
PNC Redesigned Public Site Homepage
Transamerica Gets Mythical with a New Facebook Quiz
Transamerica added a new quiz – In Which Fictional Land Should You Retire? – to its Facebook page, that not only makes users think critically about retirement planning, it is also fun and can result in a monetary reward. The quiz consists of eight multiple choice personality questions that determine in which fictional location users should retire, such as “Neverland.” Users must have a Facebook account and must also Like the Transamerica Retirement Solutions Facebook page in order to qualify to take the quiz and access a link from which they can be entered to win a $50 gift card.

Quiz Interface – Question 1
Quiz Interface – Question 1
optionsXpress is Watching Out for you!
optionsXpress unveiled a new messaging tool – IRIS – that sends messages to clients in real-time about trades that were just filled, price alerts and any other notifications that may be relevant to their account. After clicking on any message housed within the icon’s flyout menu, clients are led to the new IRIS Notification Center where they can choose to filter their messages by topic – All, Account, Trade, or Tools – or view only starred messages, deleted messages or those sent over a certain user-defined time period. Within the IRIS Notification Center, clients can also customize the sound that plays – Guitar, Keyboard or Piano – when IRIS sends a new message relating to the Account, Trade or Tools topics.

New IRIS Messaging Tool
New IRIS Messaging Tool