March 03, 2014 by Drew Maresca Corporate Insight's 2013 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. Retirement Plan Monitor Awards are given out across six categories including: • Private Homepage • Educational Resources • Statements • Retirement Planners • Performance Reporting • Rich Media
August 13, 2013 by Drew Maresca Fidelity recently reached out to prospective plan sponsors in hopes of scheduling a complimentary 401(k) plan review. The marketing campaign involved offering plan sponsors who are working with other providers a sleeve of complementary Titleist Pro V1 golf balls in exchange for completing a plan review with a Fidelity representative.
August 01, 2013 by Drew Maresca Transamerica Retirement Solutions has introduced an impressive app for plan participants. The new Retirement Outlook Estimator app is available on iOS and Android and expands access to the pre-existing online version of the tool to mobile users.
July 29, 2013 by Drew Maresca The 2013 SPARK National Conference was held in Washington, D.C. on June 16-18. Corporate Insight was not only an exhibitor at the conference, but we also led a session that focused on the digital experience leading retirement plan providers offer their plan participants online and via mobile apps
March 18, 2013 by Drew Maresca When it comes to mobile, Retirement plan providers have quietly been playing catch up. 61% of the firms tracked by our Retirement Plan Monitor research service now offer a mobile app. Among these firms, 85% offer iPhone apps while 54% offer Android apps. Despite the recent uptick in mobile development, only two of the 18 firms covered by Retirement Plan Monitor make iPad apps available.
August 08, 2012 by Drew Maresca Corporate Insight’s Trends & Highlights analyze key online releases, updates and themes across the financial services industry over the past month. For previous Trends & Highlights, please check the T&H Archive. July Trends & Highlights Summary Numerous firms unveiled site changes, including Nationwide, which introduced the first step of a three-part revamp. Firms continue to […]
July 11, 2012 by Drew Maresca Corporate Insight’s Trends & Highlights analyze key online releases, updates and themes across the financial services industry over the past month. For previous Trends & Highlights, please check the T&H Archive. June Trends & Highlights Summary Numerous firms unveiled site changes, including Dreyfus which introduced a new private site. Mobile apps remained popular with new […]
June 06, 2012 by Drew Maresca Corporate Insight’s monthly Trends & Highlights analyze key online releases, updates and themes across the financial services industry. For past Trends & Highlights, please check the T&H Archive. May Trends & Highlights Summary Financial firms shifted their attention to the initial public offering of Facebook this month, with 5 firms offering some form of messaging about […]
May 10, 2012 by Drew Maresca Financial firms focused on assisting clients in April, with 7 firms implementing customer service-related features. Firms also continued the trend of releasing new sites, with a number of private site revamps taking place. Similarly, firms chose to revamp product sections and homepages as well. Additionally, firms also continued to unveil and promote their mobile capabilities
April 23, 2012 by Drew Maresca Recently, we came across FutureAdvisor, a financial planning website that strives to service the average investor. Launched in May 2010, FutureAdvisor provides unbiased and affordable advice using automated proprietary computer algorithms. FutureAdvisor’s Online Customer Experience The enrollment process requires the user to set an email address and password for login and provide additional personal and financial […]