Corey Limmer

Corey is an Analyst for Consulting Services at Corporate Insight.


Author's Posts

Announcing Monitor Award Winners in Digital Advice and Brokerage

January 10, 2020 by
Last month, Corporate Insight released its annual e-Monitor Awards and Digital Advice Monitor Awards reports. These reports detail the best features of online brokerages and robo advisor platforms, respectively, across a handful of key areas such as Product Offerings, Account Information and Mobile Capabilities. In our analyses, we review the offerings and capabilities provided by […]

Mobile trading surges, but are brokerage apps up to the task?

May 10, 2017 by
A strong brokerage app can be a key differentiator for attracting and retaining clients, especially younger and tech-focused users. Brokerage apps have come a long way from when they were first introduced and now give clients an easy way to manage their accounts, while providing a full suite of tools and capabilities in the palm […]

Fidelity Pioneers Interactive Learning Center on iPhone and Android Apps

November 07, 2016 by
In August, Fidelity Investments became the first firm among those Corporate Insight tracks to roll out an interactive mobile education center. This is a major step forward for financial services firms when it comes to mobile education offerings, as only a few firms incorporate any educational content into their apps whatsoever. Those that do, such […]

United Capital’s FlexScore Brings Back Account Aggregation through Envestnet | Yodlee Partnership

August 15, 2016 by

Webinar: How Can Financial Institutions Improve Their Digital Goal-Setting Tools and Educational Resources?

July 21, 2016 by

Pokémon Go Brings Augmented Reality to the Masses—and Creates Opportunities for Financial Services Firms

July 14, 2016 by
Thanks to the immense popularity of Pokémon Go, augmented reality has gone from a loosely understood concept to a universally appreciated technology—nearly overnight. Financial services firms should capitalize on this expanded awareness to develop creative new applications of AR.

Fidelity Officially Launches FidSafe, an Innovative Document Management Platform

May 26, 2016 by
  Yesterday’s Boston Business Journal featured an article discussing the official launch of FidSafe, Fidelity Investments’ new cloud-based “digital safe deposit box” that houses users’ sensitive personal and financial documents. Fidelity launched the service in 2015 but has thus far done relatively little to promote it. This will change next month, when Fidelity begins to […]

As Cyber Threats Persist, Firms Explore Innovative Mobile Security Measures

January 14, 2015 by
With the rise of Apple’s Touch ID technology, as well as fingerprint identification software available on other mobile devices, personal security measures are becoming ever stricter.