Author's Posts

User Insights Volume Three: Retirement Plan Websites Disappoint Millennial Participants

April 11, 2014 by
Compared to financial services firms like auto insurers, banks and brokerages, retirement plan providers face a unique challenge when it comes to Generation Y. Providers may already have millions of Millennial customers, but these relationships are often tenuous, since it's the employer – and not the plan participant – who chooses the provider. Retirement itself seems like a very distant goal to many Millennials, creating another hurdle that providers must scale if they want to develop lasting relationships with young participants.

CI First Look: Senior Citizens and Mobile

September 25, 2013 by
Last week, we attended the September NYC User Experience Professionals Association (NYCUXPA) event at the Thomson Reuters offices in lower Manhattan. The presentation was led by Tammy Sachs, CEO of Sachs Insights, and focused on a largely overlooked segment of mobile device users – senior citizens. Tammy and her team conducted comprehensive quantitative and qualitative research on this group – dubbed the “newly mobile senior set” by a 2012 Pew Research Center study – and she was kind enough to share some of the results during an engaging presentation.

User Insights Volume Two: Comparing the Desktop and Tablet Banking Experience Now Available on SlideShare

August 15, 2013 by
User Insights Volume Two: Comparing the Desktop and Tablet Banking Experience is now available on SlideShare! The study was originally released in late-June. Currently, consumers are using tablets to complement their personal computers when it comes to day-to-day activities like surfing the Web. Instead of replacing their traditional computers with tablets, many users are adding these devices to their technology toolbox, employing a particular device – computer, tablet or smart phone – based on factors such as their location or the task at hand.

Bank Usability Study – User Insights: Comparing the Desktop and Tablet Banking Experience

June 20, 2013 by
Our latest usability study, User Insights: Comparing the Desktop and Tablet Banking Experience, explores how retail bank mobile applications match up against traditional website interfaces, both in terms of usability and functionality. This study focuses on the offerings of five leading banks – Bank of America, Chase, Citizens Bank, U.S. Bank and Wells Fargo. Our findings highlight problems that study participants encountered with each firm’s online and mobile experience.

User Insights: iPhone Brokerage Apps [Slide Deck]

April 30, 2013 by
Since the launch of our User Research Services last year, Corporate Insight has conducted a series of usability studies focusing on various segments of the financial services industry. We are excited to announce that the next study in our User Insights series is due out in early-June and will address the usability of banking websites and iPad apps, with a strong focus on transaction interfaces.

Webinar Recording – Keys to a Successful Mobile User Experience

November 29, 2012 by
In mid-November, Corporate Insight hosted a webinar focusing on our latest mobile usability research. The Keys to a Successful Mobile User Experience webinar highlighted findings from our User Insights: Brokerage iPhone Apps whitepaper. The webinar also demonstrated how our User Research services can help your company create more user-friendly mobile apps and websites.

Social Media Leaders Report Excerpt – Effective Social Communication

July 19, 2012 by
The following is an excerpt  from our Social Media Leaders report focusing on how financial services firms can more effectively communicate with their audience via the social channel. Communicate In a Manner Appropriate to Social Channel & Industry Part of the power of social media lies in the fact that large corporations can engage clients and prospects on a personal […]

CI Interview – State Farm’s Social Media Team

May 21, 2012 by
This interview originally appeared in the Spring 2012 Issue of Consulting Insights. Over the past several months, Corporate Insight has been hard at work developing a new, quantitative way of evaluating companies’ social initiatives. Our third publication on the topic of social media since 2008, the Social Media Leaders report uses our proprietary formula to rank financial […]

U.S. Bank Introduces iPad App

May 16, 2012 by
U.S. Bank recently introduced a new iPad app, joining the growing number of firms across the financial services industry that supports the device. The public site Mobile App page was updated to include the new iPad app in addition to the pre-existing iPhone, Android and Blackberry formats the app is currently available for. A “Get […]

Social Media Leaders Report Now Available – Free Preview

April 12, 2012 by
Corporate Insight is proud to announce the release of our third industry-wide study on social media practices across financial services, Social Media Leaders. The report ranks the social media efforts of over 90 financial services firms across banking, brokerage, credit cards, insurance, asset management and annuities. The Social Media Leaders report features: Detailed reviews of […]