July 25, 2016

July 2016 Issue of Consulting Insights is Now Available

The July 2016 issue of Consulting Insights is now available! Our feature article shares some of the key findings from our study The Innovation Advantage on the applications of biometric authentication technologies for financial services. We explore the latest trends in mobile finance innovation, discuss how to effectively market to active traders and assess how financial firms are using Facebook, particularly for customer service. Finally, we summarize findings from our whitepaper The Looming Problems with Retirement Planners, which discusses key factors that cause variations in retirement calculators' income projections.

March 10, 2016

Consulting Insights March 2016 Issue

The March 2016 issue of Consulting Insights is now available!  Our feature article shares some of the findings from our study Next-Generation Investing 2015: Digital Advice Matures on activity of incumbent investment firms in the digital advice space. We explore the latest trends in mobile finance innovation. We profile the HENRY (“high earners no rich […]

June 24, 2015

Consulting Insights Summer 2015 Issue

The Summer 2015 Issue of Consulting Insights is now available!  Our cover story shares survey findings related to the advisor-client relationship from our latest report, The Changing Face of Financial Advice: 2015 and Beyond. We also explore the latest trends in mobile account access and credit card reward redemptions, and provide a sample of key […]

November 24, 2014

Wearable Tech & Finance: What to “Watch” For

Wearable tech is generating a lot of buzz on the heels of Apple’s recent Watch announcement, but the truth is, the wearables movement isn’t exactly breaking news. The Pebble smartwatchhas been on the market for years, and Google’s Android Wear has been up and running since mid-2014. The financial services industry has yet to embrace the smartwatch concept, however. While firms like Wells Fargo and Discover have unveiled beta versions of Google Glassware, few major financial institutions have publicly expressed interest in developing products for the budding smartwatch market. To date, Fidelity’s “Watchapp” for Pebble represents the sole smart-watch app released by a major U.S. retail bank or brokerage firm. This may be about to change.

November 11, 2014

Consulting Insights Fall 2014 Issue

The Fall 2014 Issue of Consulting Insights is now available! Our cover story takes a look at the prospects for wearable tech development in the financial services industry in light of the recent Apple Watch announcement. We also explore how leading brokerages support active traders with idea generation tools, and share competitive and usability insights on mobile menu design from a recent Mobile Monitor Report. Our fourth article reviews recent industry activity in response to “robo-advisor” services from startup challengers.

June 18, 2014

Consulting Insights Summer 2014 Issue

The Summer 2014 Issue of Consulting Insights is now available! This issue focuses heavily on Millennials with our cover story examining different ways this large and influential demographic will impact the financial services industry. We also take a closer look at the online behavior and preferences of Millennial participants when using retirement plan websites.

June 18, 2014

Consulting Insights Summer 2014 Issue

The Summer 2014 Issue of Consulting Insights is now available! This issue focuses heavily on Millennials with our cover story examining different ways this large and influential demographic will impact the financial services industry. We also take a closer look at the online behavior and preferences of Millennial participants when using retirement plan websites. Two mobile finance articles round out the Summer 2014 issue. The articles take a closer look at the current mobile finance landscape and profile the modern mobile investor using data from the recently released 2014 Investor Survey Report.

December 20, 2013

Mobile Web: Legacy or Future?

This article originally appeared in the Fall-Winter 2013 Edition of Consulting Insights. Today, apps are clearly the dominant way that mobile users connect to content on their smartphone. According to Nielsen’s latest statistics tracking media and online consumption, 87% of Internet use on smartphones in the U.S. comes through an app. That impressive figure still leaves a significant percentage of users who still rely on the mobile Web rather than native apps, though. At the same time, developers frustrated with the burden of designing and maintaining apps for so many operating systems may look to Web-based platforms for a more unified solution. With those trends in mind, Corporate Insight has recently looked at mobile Web design from several perspectives. The latest Mobile Monitor Report, published on September 27, 2013, graded the mobile sites offered by 20 leading firms across the financial services industry. Also in September, Corporate Insight released a study reviewing four firm

November 21, 2013

Consulting Insights Fall-Winter 2013 Issue is Now Available

The Fall-Winter 2013 Issue of Consulting Insights is now available! Our cover story shares key findings from our first survey of defined contribution plan participants, comparing the drivers of satisfaction across a variety of characteristics and activities. We also sample recent research into mobile Web design for both smartphones and tablet devices, where responsive websites are starting to catch on. Our final two articles return to popular topics — online investment startups and social media.

August 16, 2013

New Mobile Tools Make The Most Of Smartphone Capabilities

Mobile finance has gone from practically nonexistent to ubiquitous in less than ten years. That time period has seen striking changes in mobile technology and its implementation by financial services firms. At first, these firms focused on ensuring that their clients could access basic private site information and transaction capabilities on their preferred device, be it an iPhone, iPad, BlackBerry or Android smartphone. More recently, though, firms are finding new, innovative ways to use built-in smartphone capabilities for tools that do not have an online equivalent.