Email: dpousty@corporateinsight.com

Author's Posts

Tradeking and Zecco Merger Messaging Timeline

December 19, 2012 by
TradeKing and Zecco completed the final stages of their merger last week as Zecco clients fully transitioned their accounts to the new and improved TradeKing site. The new site features much of Zecco’s research platform and several tools. The timeline below highlights the key moments in the merger process and the messaging used to transition clients and prospects:

CI Review – Revamped Fidelity Stock Research Strategy Testing Tool

August 30, 2012 by
Fidelity recently revamped its Stock Research Strategy Testing tool.  The tool now consists of three sections titled Select a Strategy, Test and Monitor. The overall design and navigation of the tool has been improved as drop-down menus  have been replaced with the ability to simply mouse over the  different strategies to view details. The new […]