The Corporate Insight Blog provides our clients with current and upcoming digital trends, news, and insights across financial services industries on variety of digital topics including mobile finance, social media, online financial platforms, user experience best practices and other hot-button tech issues.
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With over one billion active users, Facebook has become much more than a simple social networking platform. Users are increasingly looking to Facebook for more than just posts from family and friends, but also for news updates, entertainment and games. Now, TD Ameritrade clients can receive account, market and quote information on Facebook Messenger, giving […]
Big banks and brokerages are celebrating their quarterly earnings reports. But how they’re communicating their successes to investors says a lot more than the numbers themselves. Bank of America, Citigroup, Goldman Sachs, J.P. Morgan, Morgan Stanley and Wells Fargo all beat their estimated earnings, marking the current optimistic sentiment that’s resulted from rising interest rates […]
With graduation season upon us, college seniors are looking forward to beginning life in the “real world.” From beginning new jobs to renting new apartments and managing their own finances, graduating seniors are facing one of the most pivotal times of their lives. Capitalizing on this important transition, brokerage firm Charles Schwab targets the young […]
It is no secret that Millennials are rejecting the typical banking and brokerage experience. Following the financial crash, people of all ages have struggled to regain trust in financial institutions. As such, individuals are turning to fintech startups and online banking platforms, as relationship-based experiences are decreasing in popularity. A recent Scratch survey found that […]
While most financial advisor search tools fail to differentiate themselves or innovate, some brokerage firms are pushing that status quo. As recently as this past month, firms like Merrill Lynch and Morgan Stanley have updated their advisor search tools to better integrate third-party technology and address customers’ specific financial needs, setting a new standard for […]
In the days that followed one of the most exciting Super Bowls in history, focus turned not only to the New England Patriots’ surprise upset but also to the game’s increasingly popular commercials, with articles springing up online on everything from Airbnb to Mr. Clean. This year, more than 60 major brands advertised during the […]
As the markets continue to rally, this past week saw the Dow Jones Industrial Average break 20,000 for the first time. In response, some of the brokerages in the e-Monitor coverage group released insights discussing the event. Fidelity stands out as the only firm to highlight the record high with an article published to its […]
There is no doubt that 2016 was a volatile year for the economy. With major unexpected global events ranging from China’s currency devaluation to Brexit, investors struggled to keep up with the rapidly changing markets. However, in the wake of Trump’s victory and the Fed’s recent rate hike, markets cautiously rallied, while the investor outlook […]
Amid backlash from consumers and lawmakers alike, Wells Fargo took steps to address the recent news of wrongful sales practices on its main public site. The firm opened over two million unauthorized accounts in a span of five years. While the press releases, statements and letters describe the event and the subsequent actions taken to […]
While large investment firms struggle to attract millennial clients, start-up apps are learning to engage the large demographic by offering simple ways to invest and save on a micro level. According to a recent Harris Poll study, more than 40% of millennials claim that they don’t invest in the stock market because they don’t feel they have enough money. Apps like Acorns, Stash and Digit are positioning themselves as small-change solutions to an otherwise growing problem. These free-to-download apps offer users innovative ways to kick-start their saving and investing journeys.