February 13, 2019

The Latest Trends and Innovations in Mobile Finance – Slide Deck

The mobile channel has become a strategic priority for financial services firms looking to attract and retain younger clients. Nearly all large and mid-sized financial intuitions allocate sizeable budgets devoted to improving their mobile properties, focusing on mobile app enhancements. In 2018, Corporate Insight’s Mobile Monitor service saw banks, card providers, brokerages and asset management […]

January 24, 2019

Private Site Secondary Navigation: Consistency Is Key

In Corporate Insight’s recent survey of online banking users, 82% rated website design and ease of use as either Very Important or Extremely Important. Because efficient private site navigation structures are vital to a bank website’s overall usability, Corporate Insight evaluated both the main menus that facilitate navigation across sites (primary navigation) and the more […]

January 14, 2019

December 2018 Trends & Highlights: New Private Site Capabilities, Market Outlook Resources, Rebranding and Private Site Revamp

TRENDING  New Private Site Capabilities – Seven firms across our coverage groups introduced new capabilities to their private sites in the past month. Hartford Funds added a My Favorites feature, which allows financial advisors to save funds and resources to a central location as well as access their profile, order history, cart and subscription center. […]

January 02, 2019

We Compared Overdraft Fees in a Hypothetical Scenario and the Results Are the Stuff of Nightmares

To judge overdraft fees holistically for each firm in the Bank Monitor coverage group, Corporate Insight’s November Report imagined a nightmare scenario—in which an account holder incurred the daily maximum number of overdraft fees, as well as an overdraft protection transfer fee and the minimum extended overdraft fee—then calculated the total fees each firm would […]

November 14, 2018

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 […]

October 31, 2018

Can Chase’s New You Invest Service Disrupt the Self-Directed Trading Scene?

With the August 29 launch of You Invest, J.P. Morgan Chase tries its hand at self-directing trading services, joining the ranks of Wells Fargo Advisors and Merrill Edge. You Invest provides free or discounted trading with an initial $0 account minimum. The firm is attempting to draw more assets by targeting passive investors, Millennials and […]

October 16, 2018

September 2018 Trends & Highlights: Discontinuations, Current Trends and Website Overhauls

Removals and Discontinuations – In September, many firms removed insignificant site pages to focus on a more simple and straightforward customer service experience. Capital One no longer promotes the Capital One Café on the public site. E*TRADE removed its private site Cash Management page, which offered links to cash management tools. Lincoln Financial Group removed […]