January 10, 2020 by Corey Limmer
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 […]
May 10, 2017 by Corey Limmer
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 […]
November 07, 2016 by Corey Limmer
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 […]
July 14, 2016 by Corey Limmer
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.
May 26, 2016 by Corey Limmer
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 […]
January 14, 2015 by Corey Limmer
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.