October 06, 2016 by Alex Filiaci Hosted at the New York Midtown Hilton from September 8-9, FinovateFall 2016 brought countless fintech platforms to the attention of its more than 1,600 attendees, who got to see firsthand how new technologies might soon impact them as financial consumers. For those who couldn’t attend this year’s conference, Corporate Insight now highlights two presenting firms […]
February 29, 2016 by Alex Filiaci Corporate Insight’s 2015 Monitor Awards are out! The awards honor financial services firms for excellence in the online user experience they offer prospects, clients and advisors. Throughout the month of February, we will be releasing a series of slide decks highlighting the firms that received Gold Monitor Awards. Each of the nine slide decks will focus […]
February 04, 2016 by Alex Filiaci News broke Tuesday that RBC Wealth Management is collaborating with robo-advice provider FutureAdvisor on a new digital advice option, available on RBC’s website. Corporate Insight has long maintained that robo advisors like FutureAdvisor, with low-cost advice models and intuitive digital platforms, fill a niche market serving younger investors with less capital but a greater familiarity […]
November 12, 2015 by Alex Filiaci Apple is reportedly in discussions with U.S. banks to develop a mobile person-to-person payment service to compete with Venmo. Corporate Insight’s Bank Monitor service recently reviewed the P2P payments platforms offered by leading banks, comparing them to popular third-party services like Venmo and Google Wallet. We found that Venmo outperformed the services offered by banks […]
February 18, 2015 by Alex Filiaci The Credit Card Monitor Awards recognize leading card issuers for excellence in the online user experience they offer their prospects and clients. Credit Card Monitor Awards are given out across eight categories including:
February 11, 2015 by Alex Filiaci Corporate Insight's 2014 Monitor Awards are out! The awards honor financial services firms for excellence in the online user experience they offer prospects, clients and advisors. Throughout the month of February, we will be releasing a series of slide decks highlighting the firms that received Gold Monitor Awards. Each of the nine slide decks will focus on a specific industry within financial services.
November 06, 2013 by Alex Filiaci In October, Charles Schwab and optionsXpress each expanded options trading on their mobile apps. Fidelity added a new tool to help stock investors allocate their portfolios and several firms introduced new sweepstakes and contests that included sports-related giveaways.
August 07, 2013 by Alex Filiaci In July, Esurance gave Pinterest users a chance to win a dream road trip and the financial services industry eased into summer by utilizing a variety of seasonal imagery in marketing efforts. Annuity firms spent the month focused on their philanthropic efforts, while mutual fund companies were fixated on the Federal Reserve. Esurance Pin It […]
July 10, 2013 by Alex Filiaci In June, several financial companies teamed up with the entertainment industry to deliver joint promotions. Also last month, insurance firms and banks sought donations to support relief efforts for recent natural disasters, including the tornados in Oklahoma and the wildfires in Colorado. Finally, a number of firms updated their homepages, such as Charles Schwab, which […]