Email: dwiegand@corporateinsight.com

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Consulting Insights Summer 2015 Issue

June 24, 2015 by
The Summer 2015 Issue of Consulting Insights is now available!  Our cover story shares survey findings related to the advisor-client relationship from our latest report, The Changing Face of Financial Advice: 2015 and Beyond. We also explore the latest trends in mobile account access and credit card reward redemptions, and provide a sample of key […]

Well That Didn’t Take Long: Financial Services Firms Launch The First Apple Watch Apps

May 04, 2015 by
After months of anticipation, the first Apple Watches reached consumers’ hands (and wrists) this past week. Discussing the outlook for wearable tech in the past, we’ve pointed out, “The launch of an Apple-branded smartwatch may be the catalyst needed to spur smartwatch app development by major financial services firms.” That prediction turned out to be […]

The Wearable Model Shifts from Glasses to Watches

January 27, 2015 by
By now, there has been plenty of reporting and analysis on Google’s announcement that it is closing the Google Glass Explorer Program and discontinuing sales. While Microsoft HoloLens may reignite interest in similar augmented reality technology, a new wearable tech model has taken over the headlines in recent months: smartwatches.

Giving Mobile Investing a Local Touch

January 15, 2015 by
The holidays were a quiet end to a busy year for mobile finance, but the first couple weeks of 2015 have already seen activity bounce back. One key trend – integrating built-in smartphone hardware into mobile finance apps – seems set to pick up where it left off. The most recent example is Fidelity’s new Stocks Nearby tool, which uses an iPhone’s location services to identify the closest public company headquarters.

Mobile Navigation: Industry & User Perspectives

December 03, 2014 by
Apps across the financial services industry continue to grow more powerful. In just the last year, we’ve witnessed the introduction of new research tools and transaction capabilities, from P2P payments to multi-leg options trading. As firms add new capabilities, effective navigation and information architecture become that much more important.

Apple Pay Revives the Mobile Wallet Concept

November 25, 2014 by
Corporate Insight has been tracking the growth of mobile finance since the very first mobile trading sites launched over a decade ago. Since 2012, our Mobile Monitor subscription research service has closely tracked a cross-industry group of leaders and other noteworthy firms within the financial services. However, even as mobile adoption has steadily grown, the concepts of mobile payments or mobile wallets have struggled to gain traction among firms and consumers. Apple has long been thought to be a potential game-changer, though.

Consulting Insights Fall 2014 Issue

November 11, 2014 by
The Fall 2014 Issue of Consulting Insights is now available! Our cover story takes a look at the prospects for wearable tech development in the financial services industry in light of the recent Apple Watch announcement. We also explore how leading brokerages support active traders with idea generation tools, and share competitive and usability insights on mobile menu design from a recent Mobile Monitor Report. Our fourth article reviews recent industry activity in response to “robo-advisor” services from startup challengers.

Mobile Monitor Report Excerpt: Menu Design & Navigation

July 08, 2014 by
Many of our Mobile Monitor Reports focus on specific functionality within mobile finance apps, from login to transaction capabilities to mobile alerts and more. As firms add new information, tools and other features, effective navigation is becoming a critical issue. This report looks at each of the 23 firms in the Mobile Monitor coverage group […]

CI First Look: Amazon Fire Smartphone

June 25, 2014 by
Apple and Google dominate today’s smartphone marketplace. According to comScore, Android currently owns just over 50% market share, with iOS closing the gap at just over 40%.  Other tech companies such as Microsoft and BlackBerry have been trying to carve out (or defend) their own place, but currently sit at around 3%. Most recently, Amazon […]

Consulting Insights Summer 2014 Issue

June 18, 2014 by
The Summer 2014 Issue of Consulting Insights is now available! This issue focuses heavily on Millennials with our cover story examining different ways this large and influential demographic will impact the financial services industry. We also take a closer look at the online behavior and preferences of Millennial participants when using retirement plan websites.