Lincoln Financial’s new private site has a clear focus on educating participants and encouraging them to engage with the retirement planning process; the firm introduced responsive design and two retirement readiness resources to the homepage and launched the new Learning Center.
Following the lead of Fidelity’s Money Firsts and Charles Schwab’s Money Wise, Merrill Edge became the third e-Monitor firm to launch an educational sitelet that focuses on basic money management lessons and tips. The Merrill Edge Financial Learning Center features responsive Web design and contains a wide variety of valuable educational content that is also available on the Merrill Edge public site.
Many Property and Casualty firms tend to be more forward-thinking in terms of technology, and some are coming up with inventive ways to help customers make more informed and economical decisions. With the recent additions of Esurance’s Fuelcaster tool and Liberty Mutual’s FuelIQ app, firms are targeting a key expense for consumers – the cost of driving.
TD Ameritrade launched a revamped private website Education Center, adding a host of resources to the reorganized section. Highlights of the new Education Center include a points program, virtual badges, a personal progress meter and improved search, filter and navigation features. The firm also added a variety of new educational content across a variety of formats, including videos, online courses, quizzes, live events and articles. TD Ameritrade has stated that it plans to continue to add content to its revamped Education Center over the upcoming months, including up to 200 new videos.
Fidelity recently invited some of its retail customers to preview a new Portfolio Summary view on the firm’s investor site. A new email sent to investors outlines the basics of the new interface and provides a link to log onto the new page. The preview version will only be live for a short period of time (the notice does not specify how long), so users will eventually be reverted to the existing pages; they can also choose to exit the preview at any time.
John Hancock debuted a new public site, JohnHancockInsurance.com, aimed directly at consumers. The site offers ample information on life and long-term care insurance products and services and features a number of new tools and calculators. John Hancock’s new site also boasts a clean and easily navigable design providing quick access to key online content. The launch was announced with a press release.
Putnam Investments overhauled its Individual Investors website, introducing a sleek new design that makes it easier for retail investors to find investing information. The firm deployed a simpler design, with an improved main navigation menu. Additionally the new site includes responsive design, allowing it to be comfortably viewed across different browser screen sizes and devices.
- CI Review
Oppenheimer Funds launched a completely new website for advisors that pushes its content in new and unique directions. Beginning last week, advisors visiting oppenheimerfunds.com were redirected to the brand new oppfunds.com. Oppenheimer’s revamp offers advisors a robust and engaging website while also laying the foundation for the firm’s advisor business going forward.
On an investigative whim, Corporate Insight recently opened a PNC Virtual Wallet account. At its core, the Virtual Wallet account breaks your money into three main categories – Spend, Reserve and Growth. Yet this is more than a simple philosophical exercise. Upon opening a Virtual Wallet account, clients actually open three separate accounts linked under the Virtual Wallet name:
PNC recently introduced PNC Achievement Sessions, a sitelet that provides money management educational resources for consumers. The Achievement Sessions are centered around instructional videos focused on four areas of consumer money management – Spending, Savings, Borrowing, and Investing – and are presented by personal finance experts. Six sessions are currently offered, conducted by four separate instructors. PNC encourages users to suggest additional instructors and session topics.