February 13, 2019 by Meredith Barthold The mobile channel has become a strategic priority for financial services firms looking to attract and retain younger clients. Nearly all large and mid-sized financial intuitions allocate sizeable budgets devoted to improving their mobile properties, focusing on mobile app enhancements. In 2018, Corporate Insight’s Mobile Monitor service saw banks, card providers, brokerages and asset management […]
January 22, 2018 by Meredith Barthold We are excited to announce the release of Corporate Insight’s 2017 Monitor Awards, our annual reports that recognize firms across our coverage groups for excellence in the digital user experience they offer prospects, clients and advisors. Throughout January, we will be releasing a series of slide decks highlighting gold-medal-winning firms in each of our financial […]
January 18, 2018 by Meredith Barthold We are excited to announce the release of Corporate Insight’s 2017 Monitor Awards, our annual reports that recognize firms across our coverage groups for excellence in the digital user experience they offer prospects, clients and advisors. Throughout January, we will be releasing a series of slide decks highlighting gold-medal-winning firms in each of our financial […]
August 17, 2017 by Meredith Barthold The Credit Card Product Update slide deck examines new product releases from 11 credit card carriers in the Credit Card Monitor coverage group in the first half of 2017. Inside, we highlight basic fee information, rewards criteria and specific standout features unique to each card and include a chart showing what firms feature which digital payment services for their product offerings.
August 16, 2017 by Meredith Barthold To ensure comprehensive research services, Corporate Insight’s Bank Monitor occasionally looks beyond the usual coverage group and profiles less well known financial institutions from around the industry. We recently looked at the private site online banking experience from Bank of the West, evaluating its capabilities and user interface. Originally launched in 1874 as Farmers National […]
March 23, 2017 by Meredith Barthold In February, Barclaycard US reintroduced one of its flagship products, the Ring MasterCard, following nine months of public site and online application suspension. The firm significantly increased the purchase and balance transfer APR from 8.25% to 13.49%, though the card still stands out for its lack of and extremely low fees. Below, we track the […]
March 10, 2017 by Meredith Barthold TRENDING New Products, Plus Rate and Fee Updates, from 15 Firms – This month, nine firms launched 10 new products, including four annuities, one checking account, three credit cards and two digital investment platforms. Voya introduced a fixed index, Allianz added a fee-based fixed index, and Jackson and Lincoln both added fee-based variable annuity products. USAA introduced […]
February 10, 2017 by Meredith Barthold TRENDING Financial Wellness Continues to Trend in the New Year – Four firms added public site educational content covering a range of topics. TD Ameritrade added a public site Guidance section focusing on four goals—Retirement, Education, Wealth Generation and Other—to coincide with the firm’s renaming of its automated investment platform, now dubbed Selective Portfolios. Franklin Templeton […]