January 31, 2019

Corporate Insight Reveals Gold Medals for Best-in-Class Web and Mobile Platforms in Financial Services and Healthcare

Last week, Corporate Insight announced the release of its annual Monitor Awards research reports. Today, we want to share with you the gold medal-winning firms, in recognition of the outstanding digital experience they provide to customers, members, prospects and advisors. CI’s annual Monitor Awards reports recognize digital experience excellence in the annuity, asset management, banking, […]

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 […]

December 06, 2018

2018 PIR Conference Takeaways

Corporate Insight recently attended the 2018 Property Insurance Report National Conference at the beautiful Ritz-Carlton in Laguna Niguel, California. Every year, host Brian Sullivan of Risk Information invites industry leaders and key decision makers to offer their takes on the latest industry trends and home-related products and services. Over two days, a diverse lineup of speakers highlighted a variety […]

November 29, 2018

Three P&C Insurance Takeaways from the 2018 SIR Conference

Last month, Corporate Insight attended the 2018 Society of Insurance Research National Conference in New Orleans. Robert Mozeika from Munich RE set the stage in his keynote address when he asserted that the “industry is ripe for change” thanks to the large quantities of data that insurers are collecting. He positioned data as the “new […]

March 17, 2014

CI Review: Merrill Edge Financial 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.

February 20, 2014

CI Review: TD Ameritrade’s Revamped Private Education Center

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.

February 12, 2014

CI Preview: Fidelity’s New Portfolio Summary Beta

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.

January 23, 2014

CI Review: John Hancock’s New Insurance Website

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.