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 […]

February 02, 2017

No Match for NerdWallet: Evaluating the Card-Seeking Experience of First-Time Customers

Despite the generally huge emphasis of credit card product advertising on issuers’ public sites, industry giants provide little in the way of resources for customers looking to open their first credit card. The major credit card companies tend to be well-known, so young customers will go directly to an issuer’s website in search of resources […]

November 07, 2016

Fidelity Pioneers Interactive Learning Center on iPhone and Android Apps

In August, Fidelity Investments became the first firm among those Corporate Insight tracks to roll out an interactive mobile education center. This is a major step forward for financial services firms when it comes to mobile education offerings, as only a few firms incorporate any educational content into their apps whatsoever. Those that do, such […]

February 24, 2015

Better Money Habits: The User Experience

As we covered in a previous post, Bank of America and Khan Academy’s educational partnership recently launched BetterMoneyHabits.com, a free tool for those in search of the financial basics. The site’s content is both helpful and informative, and the most important information is already summarized for users through the site’s printable Key Takeaways and interactive quizzes. For basic financial guidance, Better Money Habits is an effective tool.

February 12, 2015

Financial Education for Millennials: Can a bank-branded website Bridge the Gap?

Recently, television advertisements from Bank of America have been promoting BetterMoneyHabits.com, one result of the bank’s year-old partnership with Khan Academy, a non-profit education site. With the goal of providing free financial education for both clients and non-clients, and with over five million site visits since the start of 2014, the website seems to be making headway towards the hopes and expectations of the educational partnership.