Jeff Latzer

Email: jlatzer@corporateinsight.com

Author's Posts

2013 Gold Monitor Award Winners: Mutual Funds

February 26, 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. The Mutual Fund Monitor Awards recognize leading mutual fund issuers for excellence in the online user experience they offer their prospects and clients. Mutual Fund Monitor Awards are given out across six categories: • Public Homepage • Investor Performance Reporting • Retirement Centers • Product Pages • Fund Screeners • Navigation

2013 Gold Monitor Award Winners: Advisor

February 13, 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. The Advisor Monitor Awards are given out across six categories: • Advisor Homepage • Navigation • Practice Management • Literature Ordering Systems • Commentary & Thought Leadership • Site Search

Five Strategies for Improving Asset Management Firms’ LinkedIn Company Pages

January 14, 2014 by
In December’s Mutual Fund Monitor report, LinkedIn or Losing Out? The Highs and Lows of Asset Management Brand Pages on LinkedIn, we examined the LinkedIn company pages offered by leading asset management firms. The report assessed the efforts firms make to engage and attract followers – from posting content to creating a welcoming experience on the Careers tab that highlights the company’s office culture. Establishing a set of strict standards is difficult when dealing with social media. However, there are general guidelines of LinkedIn style and etiquette upon which most can agree. The following are five strategy tips that asset management firms can use to strengthen their LinkedIn company pages:

2012 Gold Monitor Award Winners Series: Mutual Funds

February 19, 2013 by
The Mutual Fund Monitor Awards recognize leading mutual fund issuers for excellence in the online user experience they offer their prospects and clients. Mutual Fund Monitor Awards are given out across six categories including:

2012 Gold Monitor Award Winners Series: Advisor

February 11, 2013 by
The Advisor Monitor Awards recognize asset management firms for excellence in the online user experience they offer their advisors. Advisor Monitor Awards are given out across six categories including: