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.
Michael is the President of Corporate Insight.
Email: mellison@corporateinsight.com
This month, Corporate Insight will publish a new special study on the retirement space. Satisfying Today’s Retirement Plan Participant combines insights from an in-depth survey of close to 1,500 retirement plan participants with our analysis of retirement industry trends and emerging best practices for the digital participant experience. The report also analyzes the challenges facing […]
I recently had the pleasure of moderating a panel discussion for the Columbia Business School Alumni Club of New York. The topic focused on the contest for customers in the online brokerage industry and featured four expert panelists from various industry leading online brokerage firms. During the discussion, a number of interesting topics were covered and I thought it would be useful to recap them here:
Noted technology analyst Mary Meeker has posted a new presentation that looks at trends in mobile, internet, and broader changes in technology. It's well worth the time to review and digest.
The U.S. equity market is off to a strong start in 2013, with the DJIA and S&P 500 hitting new all-time highs in March. Yet retail trading volume among the major online brokerages remains depressed. It's clear that many individual investors are still gun shy after the financial crisis. This, in turn, is taking a toll on the brokerage industry's profits.
Needless to say, over the last 12 years, the Internet has dramatically changed the bank/consumer relationship. Looking ahead, mobile technology promises to accelerate that dynamic and make the physical branch less relevant.
Ok, I made that up. There’s an interesting article in this month’s Harvard Business Review titled, 98% of Readers Love this Article (I guess I plagiarized too) that discusses the power of social norms. Essentially, the writer shows several instances from outside the financial sector where promoting actions taken by other people influences the activity of consumers.
Corporate Insight President Michael Ellison recently presented at the 2012 LIMRA Marketing and Research Conference, offering his perspective on mobile trends in the insurance industry as well as a range of other areas of financial services. The presentation also contains best practices and key recommendations, including the importance of thinking “mocial” – utilizing social media and mobile to […]
Putnam recently unveiled plans to add a new feature to its Lifetime Income Analysis Tool that will help plan participants better understand their retirement needs and improve their retirement planning choices. The new interactive tool add-on will use participants’ health risks, habits and chronic conditions to project their health care expenses in retirement.