The Summer 2013 Issue of Consulting Insights is now available! Our cover story explores how financial services firms are taking advantage of smartphones’ built-in microphones and cameras to deliver functionality that goes beyond what they offer on their websites.The summer issue also analyzes the differences between the online and tablet person-to-person (P2P) payment experience and offers our latest research on two new areas of CI research: online investment alternative startups and stock plan services. We hope you find this issue valuable and encourage you to share Consulting Insights with your colleagues.
As of January 2013, a total of nine U.S. states legally recognize same-sex marriage, with more expected to follow. While the LGBT community has received more rights in recent years, financial planning remains a concern. Same-sex partners face many of the same financial difficulties as other families, with additional challenges when it comes to taxation, retirement, life insurance and more. As LGBT couples gain legal recognition of their marriages, financial services firms have begun making efforts to understand their needs, and, in some cases, have shared their findings with the public and potential clients.
One of the many services Corporate Insight provides to clients is the Bank Website Audit. First introduced in 2005, the Audit allows us to benchmark a client’s website against the overall online banking industry, revealing their relative strengths and weaknesses, identifying best practices and providing actionable recommendations to help the client improve their site.
The Spring 2013 Issue of Consulting Insights is now available! Our cover story presents our perspective on an issue that’s received media attention outside of the financial sector: same-sex marriage. As equal rights for LGBT Americans become closer to reality, we take a look at what strategies financial service firms are implementing to understand and address their particular needs.
Active traders are some of the most demanding brokerage customers. They require innovative tools to help them find trade opportunities and test strategies. They are also highly sensitive to any data feed or platform technology slowdowns and expect a reliable customer service team to troubleshoot any issues that may arise during the trading day. In the decade we’ve been closely tracking the active trader space, we’ve seen platforms evolve from crude-looking consoles with sluggish data feeds to more sophisticated systems jam-packed with functionality such as backtesting and program trading.
While nearly nonexistent ten years ago, mobile finance has grown to tens of millions of users today, representing an ever-growing percentage of financial clients. These users’ expectations will continue to rise as financial services firms introduce advanced mobile technology such as tablet apps, remote deposit capture and push alerts. This makes mobile both an exciting new channel to connect with clients, as well as a significant technological and competitive challenge. Recently, we surveyed our clients for their perspective on the state of mobile finance, their experiences with their own firm’s initiatives and the prospects looking forward.
The Fall 2012 Issue also explores the new course active trader platform development has taken and features a conversation with David Moreno, CEO of Spanish online investment startup impok. Inside this issue: • The Inside View on Mobile Leaders & Development • DC Plan Websites Address the Retirement Challenge • Active Trader Platforms Go Inclusive • The Eurozone Startup Perspective: An Interview with impok CEO David Moreno • Corporate Insight Presents: Retirement Plan Monitor
The Summer 2012 Issue of Consulting Insights is now available and focuses on innovative new companies that can potentially be disruptive forces in the investment industry. We provide some key findings from volume two of our Advancing Financial Advice Guide on online alternatives to traditional investment advisors and firms. We also interview Leo Rocco, CEO of mobile payments […]
The Spring Issue of Consulting Insights is now available. In this issue, we revisit the mobile tablet space. A year ago, we discussed the industry’s first iPad apps. Today, these early adopters are starting to embrace Android tablets. We also share insights from our interview with State Farm’s social media team, conducted as part of our […]
This article first appeared in the Winter 2012 issue of Consulting Insights. In early April, Corporate Insight will publish a new syndicated report on the use of social media by financial services companies. This Social Media Leaders report will mark our third such study since we began tracking the topic back in the spring of 2008. The industry […]