Meredith Barthold

Meredith is a Senior Research Associate for Bank Monitor and Credit Card Monitor at Corporate Insight.

Email: mbarthold@corporateinsight.com

Author's Posts

The Return of the Ring MasterCard and its Social Community from Barclaycard US

March 23, 2017 by
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 […]

February 2017 Trends & Highlights: Ally Invest, Educational Resources and New Products

March 10, 2017 by
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 […]

January 2017 Trends & Highlights: Gamified Retirement Planning, Merrill Edge Guided Investing and Financial Wellness

February 10, 2017 by
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 […]

Credit Card Monitor Awards: USAA, Discover and Bank of America Excel in Mobile Self-Service and Help

January 19, 2017 by
The Mobile Self-Service and Help category is the Credit Card Monitor Awards Report category with the greatest variation of offerings between firms. With the ever-increasing popularity of banking by smartphone, up 4% from 2014 to 2015, credit card issuers should take the opportunity to improve their apps’ self-service and help tools. Firms rank well in […]

2016 Gold Monitor Awards Winners: Credit Cards

January 19, 2017 by
We are excited to announce the release of Corporate Insight’s 2016 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. For more information about the awards and trends that we have observed over the last year, please see our news […]

December 2016 Trends & Highlights: New Tools, Site Updates and Schwab Intelligent Advisory Robo-Advisor

January 06, 2017 by
TRENDING Newly Launched Private Site Tools Cover Budgeting, Retirement, Brokerage and More – In December, we saw the addition of 12 new private site tools for spending, saving, budgeting, credit health, retirement planning and online brokerage management. Bank of America added a Spending & Budgeting tool for customers to view spending history and set a monthly […]

Slide Deck: Credit Card Product Update – 2016 Year in Review

January 03, 2017 by
The Credit Card Product Update slide deck examines new product releases from 11 credit card carriers in the Credit Card Monitor coverage group over the course of 2016. 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 […]

November 2016 Trends & Highlights: TD Ameritrade Robo-Advisor, Mobile Capabilities and a new GEICO-Lyft Partnership

December 09, 2016 by
TRENDING Twelve Firms Increase Mobile App Capabilities – November saw an increase in mobile app capabilities from firms across the financial services industry. Both Ally Bank and Fidelity updated the login experience, with a new six-digit passcode login option and pre-login custom feed information, respectively. Three firms—Capital One (Wallet app) , Citi and Nationwide—updated their mobile […]

October 2016 Trends & Highlights: More Response to DOL Fiduciary Ruling, New Products and MetLife Says Goodbye to Snoopy

November 11, 2016 by
In October, a number of firms responded to the DOL Fiduciary rule with press releases, commentaries and articles surrounding the rule. Many firms also introduced new mobile apps and digital payment capabilities, such as mobile app integration of 3D Touch and fingerprint authentication. In addition, five firms introduced new products, including Jackson National's fee-based Perspective Advisory variable annuity and Ally's 15-month Select CD account.

September 2016 Trends & Highlights: New Voice Capabilities Expand to Amazon Alexa, Siri, and Biometrics

October 12, 2016 by
TRENDING Six Firms Introduce New Customer Service Technology – September brought a rise in customer service technology from six firms. Both Liberty Mutual and its subsidiary Safeco introduced insurance-based Skills services with the Amazon Alexa App, making them the first insurance firms to do so. Users can interact with the Amazon Echo device in their […]