Select Life Insurance Needs Calculators Stand Out for Unique Features

Features on State Farm’s and USAA’s life insurance needs calculators set them apart as prospects research coverage options. Thus far in 2018, half of all adults have visited a life insurance company website to seek information online, making these resources imperative to bettering a prospect’s understanding of their coverage needs. Life insurance needs calculators allow […]

Mobile Trends and Opportunities in Digital Health: Study Now Available

Corporate Insight (CI) just published our latest study, The Road to Digital Wellness, revealing the gap between what healthcare insurance members want from their insurers’ mobile apps and the capabilities that exist today. Drawing on our 2018 survey of over 1,200 insurance web and/or mobile users, the study provides insight into best practice examples in […]

October 2018 Trends & Highlights: Security, Social Campaigns and New Online Tools and Mobile Features

Security Updates and Resources – Many firms focused commentary on National Cybersecurity Awareness Month and made security updates accordingly. Six firms highlight the month through banner images and notifications on their public sites. The public site homepages of American Funds and Charles Schwab featured promotional sections with cybersecurity tips. Bank of America and PNC Bank […]

Asset Management Advisor Best Practices for Investor Education

A recent report from Corporate Insight addressed educational materials that asset management advisors can provide to their clients, analyzing resources from 16 industry-leading firms. The report assesses education content’s findability, presentation, variety of topics and depth of information. Three firms stand out for their offerings, content and accessibility:   Franklin Templeton houses a comprehensive selection […]

TD Ameritrade Adds Trading Capabilities to Alexa Skill

Anyone using virtual assistants on a daily basis knows they are still firmly in the emerging technology category. The technology’s immaturity is evident in the lack of sophisticated commands they can accurately follow and the still-limited engagement of third-party apps. One sign of development in the FinTech space, however, is the recent update of the […]