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Corporate Insight Blog

The Millennial Opportunity: Marketing Financial Services to the Digital Generation PDF Print E-mail
Labels: Whitepaper
Written by Alex Filiaci   
Thursday, 09 May 2013 14:25
The Millennial Opportunity: Marketing Financial Services to the Digital GenerationThe Millennial Generation – or Gen Y – grew up during the dot-com bust and the Great Recession. They’ve also come of age when the annual cost of a public four year college has doubled, and housing prices have more than tripled on average. These economic conditions have reshaped this generation's saving and spending habits and significantly influenced their impression of the financial services industry.

Corporate Insight's new whitepaper, The Millennial Opportunity: Marketing Financial Services to the Digital Generation, examines the marketing tactics, strategies and online resources leading financial institutions are using to connect with Millennials. The whitepaper reviews the first attempts that firms throughout the industry have made to connect with Millennials and also offers advice to help guide your firm's marketing efforts.

The whitepaper features:
  • Case studies analyzing three different approaches to Millennial marketing from top financial services firms.
  • Commentary on the future of Millennial marketing within financial services.
  • Recommendations to optimize your firm's Millennial marketing campaigns and outreach.
Please use the button below to download your free copy of the The Millennial Opportunity: Marketing Financial Services to the Digital Generation whitepaper:
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April Trends & Highlights – Financial Education for Women of All Ages and GEICO’s Unique Marketing Campaign PDF Print E-mail
Written by Alex Filiaci   
Wednesday, 08 May 2013 08:11
April CalendarIn April, three financial firms in our Life Insurance Monitor coverage group released research on how women invest and save. The studies focused on affluent Hispanic moms, women in retirement plans and investment education for teenagers. Our P&C Insurance Monitor covered a book published under the auspices of the Geico Gecko. Finally, retirement plan websites added new interactive resources.

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Social Media Trends: Brokerages are Active on Twitter [Infographic] PDF Print E-mail
Written by Nick Moran   
Tuesday, 07 May 2013 12:42
twitterWith the majority of the brokerage firms in our e-Monitor coverage group (17 of 19) now on Twitter, we decided to take a closer look at how these firms are using their Twitter accounts. We found that many of the brokerages we examined are active on Twitter, tweeting and retweeting valuable information to users. However, there is still room for improvement, especially in the areas of response rates and account verification.

The infographic below highlights key Twitter usage and behavioral trends among the 17 leading brokerages we examined (click for full screen image):

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Mobile Review – Farmers Insurance Releases Updated iPhone App PDF Print E-mail
Written by Daniel Gualtieri   
Monday, 06 May 2013 12:58
farmersFarmers Insurance recently overhauled its iPhone app, iFarmers, with a new user interface and improved functionality. Once clients log in to version 2.0.00, they will immediately notice a greater selection of options and a cleaner layout.

New Mobile Features
The iFarmers app has greatly increased its functionality, now allowing customers to add payment cards and bank accounts, request policy changes, view their current bill and payment history, update contact information, and enroll in paperless delivery. These new features are welcome additions, specifically the ability to view current bill and payment history, as many mobile users are primarily using financial and insurance apps to access account information on-the-go.

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CI First Look – OppenheimerFunds' Rebranding Efforts PDF Print E-mail
Written by Nick Foster   
Monday, 06 May 2013 09:06
OppenheimerFunds LogoOppenheimerFunds recently announced a new rebranding effort for its retail sites and as of May 1 its Investor and Advisor sites now feature a new visual design. Overall, the new look is very clean, giving off a modern impression. The new charcoal background is accented by bright green highlights and a new logo design featuring sharper lettering and added color. The new branding does not affect the layout or navigation and no new online content was introduced. However, the rebrand definitely breathes new visual life into Oppenheimer’s websites and overall online presence.

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Banks Remain Focused On ATM Innovation PDF Print E-mail
Labels: Banking
Written by Marina Stein   
Thursday, 02 May 2013 10:38
As we posted last week, Bank of America recently introduced an innovative new ATM that allows tellers to assist customers with ATM transactions via real-time video. Bank of America isn’t the only firm that is working to redesign and enhance the ATM customer experience. Chase, Citibank, PNC Bank and Wells Fargo have also introduced a number of advanced ATM features. The most common feature among the banks is the ability for the ATM to dispense smaller denomination bills ($1 and $5 in addition to $20 and $100 bills).

Let’s take a look at some of the ATM innovations released across the banking industry:

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