Drew Maresca

Drew is the Director of Research for Retirement and Insurance at Corporate Insight.

Email: dmaresca@corporateinsight.cmo

Author's Posts

2013 Gold Monitor Award Winners: Retirement

March 03, 2014 by
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

Fidelity Offers to Caddy for Retirement Plan Sponsor Prospects

August 13, 2013 by
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.

CI Review – Transamerica Retirement Outlook Estimator App

August 01, 2013 by
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.

Slide Deck: Optimizing the Online and Mobile Experience for Retirement Plan Participants

July 29, 2013 by
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

A Closer Look at Retirement Mobile

March 18, 2013 by
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.

July 2012 Trends & Highlights – Site Revamps and Mobile Apps Remain Popular, New Sitelets Unveiled As Well

August 08, 2012 by
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 […]

June 2012 Trends & Highlights – Site Revamps, Mobile Apps and New Client Assistance Resources

July 11, 2012 by
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 […]

May 2012 Trends & Highlights – Financial Firms Discuss Facebook, Unveil New Apps and Revamp Websites

June 06, 2012 by
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 […]

April 2012 Trends & Highlights – Firms Unveil Helpful Features, Revamped Sites and More Mobile Capabilities

May 10, 2012 by
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

CI First Look – FutureAdvisor

April 23, 2012 by
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 […]