July 2018 Trends & Highlights: Updated Private Site and Mobile App Capabilities, Partnerships and Banking Product Launch

TRENDING Private Site Capabilities and Journey Updates – Across multiple industries, 10 firms updated their private site capabilities and online journeys, with a focus on transfer and bill pay functionality. Charles Schwab clients can now transfer positions between Schwab brokerage accounts. Wells Fargo now displays bill pay history from the last 24 months—increased from 90 […]

Citizens Bank Explores Open Banking

Corporate Insight recently attended the Citizens Challenge, a hackathon sponsored by Citizens Bank in partnership with the Open Bank Project at District Hall in Boston. The three-day event invited participants—ranging from coders to entrepreneurs—to improve customer experience by building an app with application programming interfaces. Enabling developers to access data through open APIs is a […]

Columbia Threadneedle Enhances Advisor Experience with Streamlined Fund Visualizations

Columbia Threadneedle redesigned its advisor-facing fund profiles with a focus on improved usability, enhanced visuals and better promotion of the fund’s value proposition. Each fund profile features an anchored navigation menu at the top of page, more in line with industry standards. Fund filtering options are now asset-class-based rather than just alphabetical, and added visuals […]