Financial Communications Society Event Takes on the Underserved Female Investor

It is no secret that women are shockingly underrepresented in the financial sector. In an effort to engage the female population, firms are launching targeted marketing campaigns as well as segmented services and offerings. Many women have strong opinions on these efforts, and last week in New York City, the Financial Communications Society (FCS) gathered […]

February 22, 2017

Brokerages Miss Chance to Score Big at the Super Bowl

In the days that followed one of the most exciting Super Bowls in history, focus turned not only to the New England Patriots’ surprise upset but also to the game’s increasingly popular commercials, with articles springing up online on everything from Airbnb to Mr. Clean. This year, more than 60 major brands advertised during the […]

February 08, 2017

Taking the Robo out of Robo-Advice: TD Ameritrade’s Green Room Guy Heads up New Ad Campaign

The brokerage industry has seen an explosion of new digital advice offerings over the past year. Because many of these offerings provide investors comparable returns at comparable prices, it has become increasingly important that these firms distinguish themselves from competitors, and corporate branding is an obvious way to do so. Shortly following the launch of […]

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.

June 03, 2015

Ameriprise Awarded for the 3-Minute Retirement Check

Recently, Ameriprise won the Best Financial Services Website of 2015 as part of The Internet Advertising Competition (IAC) Awards developed by the Web Marketing Association. The IAC Awards recognize the best online advertising across a number of industries and online channels. The firm received the award for its 3-Minute Confident Retirement Check, a multi-faceted retirement […]