December 06, 2018 by Andrew Way Financial wellness has emerged as perhaps the most important trend impacting the retirement plan industry today. There is a growing consensus that employees’ personal finances not only impact individual workers and their families but also their employers and the nation as a whole. In this climate, employers and benefits providers are increasingly expected to help […]
January 26, 2018 by Andrew Way We are excited to announce the release of Corporate Insight’s 2017 Monitor Awards, our annual reports that recognize firms across our coverage groups for excellence in the digital user experience they offer prospects, clients and advisors. Throughout January, we will be releasing a series of slide decks highlighting gold-medal-winning firms in each of our financial […]
June 13, 2017 by Andrew Way Financial wellness was identified by our Retirement Plan Monitor research service as one of the most prominent trends in the digital participant experience since the start of 2016, and was the focus of both the February and March reports. This trend extends far beyond just the digital participant experience however, and was easily among the […]
March 23, 2017 by Andrew Way Social Security benefits are an important consideration in gauging one’s readiness for retirement. Good online calculators offer users vital insight into their own preparedness within the context of their overall financial picture. In our latest white paper, Comparing Social Security Benefit Estimators: What Drives Differentiation?, we explore a wide range of Social Security benefit estimators and […]
January 25, 2017 by Andrew Way We are excited to announce the release of Corporate Insight’s 2016 Monitor Awards, our annual reports that recognize firms across our coverage groups for excellence in the digital user experience they offer prospects, clients and advisors. For more information about the awards and trends that we have observed over the last year, please see our news […]
June 21, 2016 by Andrew Way Gauging retirement readiness is among the most talked about topics in the retirement industry today. Many leading financial firms provide publicly available retirement income projection tools to their website visitors. While all of these tools provide some sort of income projection, they vary in terms of intuitiveness, comprehensiveness and quality of results. In CI’s most […]
February 16, 2016 by Andrew Way 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 on […]
February 20, 2014 by Andrew Way TD Ameritrade launched a revamped private website Education Center, adding a host of resources to the reorganized section. Highlights of the new Education Center include a points program, virtual badges, a personal progress meter and improved search, filter and navigation features. The firm also added a variety of new educational content across a variety of formats, including videos, online courses, quizzes, live events and articles. TD Ameritrade has stated that it plans to continue to add content to its revamped Education Center over the upcoming months, including up to 200 new videos.
October 15, 2013 by Andrew Way Over the past decade, social media has drastically altered the landscape of communication, both personally and professionally. Although they weren’t the earliest adopters, many annuity issuers and life insurers are now using social media for their marketing and branding efforts. This slide deck highlights key social media trends across the insurance industry and offer tips for insurers looking to build out and bolster their social presence.
August 08, 2013 by Andrew Way This presentation is based on research from our quarterly Annuity and Life Insurance Product Update series on the Corporate Insight Blog. The blog articles review the new product releases from the annuity carriers and life insurers we cover in our Annuity Monitor and Life Insurance Monitor research services.