May 13, 2019

Banks Are Giving Customers More Control Over Their Debit Card Settings

Retail banks have been gradually adding debit card management services to their websites and mobile apps to help customers handle situations like misplacing or losing cards or even forgetting their ATM PINs. In the last six months, Corporate Insight’s (CI) Bank Monitor and Mobile Monitor publications reported that six banks from our coverage sets introduced […]

April 30, 2019

How Firms Can Help Close the Gender Investing Gap

Lessons from History Women have long faced legal and societal barriers to participation in the investing sphere but have often found creative ways to overcome them. For example, in the 18th and 19th centuries, British-American common law prevented married women from owning property in their own names, but many women circumvented this by obtaining credit […]

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

The Persistent Gender Disparity in Financial Wellness

Employers and benefit providers face increasing pressure to give employees the tools and resources to get their financial lives on track. However, despite recent interest and effort from industry leaders, data reveals that employers generally have a long way to go to ensure their employees’ financial wellness, especially women. Corporate Insight’s newest study—A Roadmap of […]

December 19, 2018

One Year On: Oregon Debuts First State-Sponsored IRA Plan for Private Sector Employees, Individual Workers

Retirement has historically hinged on a variety of income sources, including personal savings, Social Security benefits and defined benefit pension plans. All of these have become less reliable since the Great Recession in 2008, with debt and cost of living inhibiting saving, private-sector pension plans nearing extinction and the future of Social Security looking uncertain. […]

November 07, 2018

Asset Management Advisor Best Practices for Investor Education

A recent report from Corporate Insight addressed educational materials that asset management advisors can provide to their clients, analyzing resources from 16 industry-leading firms. The report assesses education content’s findability, presentation, variety of topics and depth of information. Three firms stand out for their offerings, content and accessibility:   Franklin Templeton houses a comprehensive selection […]

September 20, 2018

Personal Finance Game from Fidelity Targets Next Generation of Investors

Targeting recent college graduates, Fidelity’s new Five Money Musts program incorporates gamification and personal finance education strategies to jump start the next generation of investors. The game lets users make financial decisions as a recent graduate, including which job offer to take, where to live, how much to contribute to a 401(k) versus student loans […]

July 10, 2017

If You Can’t Beat ‘Em, Join ‘Em: E*TRADE Launches New Ad Campaign

E*TRADE recently unveiled its new “Don’t Get Mad, Get E*TRADE” campaign involving digital, mobile and social marketing, along with a series of TV commercials to attract millennial investors hoping to get rich fast. The first commercial, which was released in late June, portrays a man daydreaming about the lives of the super-rich, imagining pizza delivered […]