February 27, 2014 by mstein 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 Credit Card Monitor Awards recognize leading card issuers for excellence in the online user experience they offer their prospects and clients. Credit Card Monitor Awards are given out across eight categories including: • Transaction History & Search Tools • Statement Centers • Online Card Payment Centers • Balance Transfer Centers • Alert Centers • Private Site Help • Dispute Centers • Card Comparison Tools
February 20, 2014 by mstein 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 Bank Monitor Awards are given out across eight categories: • Account Selection Tools • Online Applications • Account Summary Information • Account History • Transfer Capabilities • Self-Service Options • Alert Centers • Private Site Help
December 16, 2013 by mstein Fund Thought Leadership Insights is a monthly blog series highlighting the best commentaries and expert analysis pieces released by asset management firms. For a full archive, click here. Looking Ahead to 2014As 2013 winds down, asset managers are beginning to turn their eye to the future. While prognostication may be best left to the realm of roadside psychics and internet astrologers, financial managers can look at ongoing trends and give some illumination to their expectations for the coming year. Here, we take a look at the top five thought leadership pieces that offer outlooks and predictions for 2014:
August 01, 2012 by mstein Launched in late 2011, Visa Simple takes a new approach to banking. Simple offers web and mobile applications, offering various online and mobile account management and banking capabilities, without the need for a “traditional” bank. Despite being around for over nine months, Simple is still in Beta release. To join, individuals must request an invitation […]
July 18, 2012 by mstein Bank of America recently introduced a new rewards program – BankAmeriDeals. This new program allows clients to earn cash back when making qualifying purchases at participating third-party retailers with an eligible Bank of America debit or credit card. No sign-up is necessary; clients with eligible accounts and cards will automatically receive new offers to redeem […]
June 13, 2012 by mstein This article first appeared in the ABA Banking Journal. American Express recently teamed up with social game developer Zynga and introduced the Zynga Serve Rewards Program. By combining Serve Digital Wallet (the American Express digital payment platform) with Zynga accounts, the Zynga Serve Rewards program allows gamers to receive in-game rewards when they use the […]
January 09, 2012 by mstein Citibank launched a new Facebook application, the Citi ThankYou Point Sharing App. This new app allows ThankYou Rewards members to pool points together with their Facebook friends and use them collectively towards a shared goal or reward. Pooled points can be redeemed towards charitable donations or a variety of rewards ranging from travel to electronics.