July 12, 2017

Tips for Improving Participant App Home Screens

As consumers continue to turn to their mobile devices to monitor and manage their financial lives, their expectations for app design and functionality are being set by leading institutions both inside and outside of the financial services industry. Usage statistics show a significant percentage of users typically do not advance beyond plan homepages when accessing […]

July 10, 2017

Prudential’s New Retirement Mobile Apps Welcomed News as Mobile Device Dependency Rises

According to eMarketer, in 2016, over 31 million Americans who accessed the internet did so solely using mobile devices. The company expects that number to rise to over 41 million by 2020. Americans’ growing dependency on mobile devices for internet access means recordkeeping firms must ensure that participants can engage with their retirement plans from […]

July 05, 2017

Chase’s Long-Awaited Overhaul of the Small Business Client Private Site

Chase recently overhauled its private site for small business card holders, including an updated color scheme, larger font, responsive design, revamped navigation and reorganized pages. The overhaul incorporates the same design as the banking and consumer card client site revamp that debuted in August 2016, as well as the navigation updates implemented this past March. […]

May 16, 2017

How to Crack the Digital Code: The Future for P&C Firms

At Corporate Insight, while tracking the ever-changing property and casualty insurance landscape, it is easy to see how technology impacts the customer experience and how firms adapt. Innovation has been centralized around the mobile experience in recent years, but with the development of new technologies—such as Amazon Alexa voice-recognition technology, for example—firms continue to explore […]

April 13, 2017

View Webinar Recording: Making Mobile Apps Easier to Navigate

App navigation can be surprisingly complicated. Although apps have had years to develop best practices and conventions, there is still disagreement about the best methods of navigation. Corporate Insight recently conducted user testing in its in-house usability lab to get a firsthand perspective on clients’ feelings toward the navigation methods and strategies employed by mainstream […]

February 03, 2017

Understanding Millennial Investors

The rise of the Millennials may be the consumer marketing story of this decade. This exceptionally large, diverse, digitally savvy and deeply skeptical generation has confounded marketers in many industries, and financial services is no exception. Among Generation Y, the reputation of large financial services firms was deeply damaged by the Financial Crisis, which has […]

November 10, 2016

P&C Mobile Trends, Highlights and Innovations – Q3 2016

In the third quarter of 2016, P&C firms embraced new technology and continued to adapt to new mobile features, with both Allstate and GEICO adding 3D Touch access for applicable devices. This quarter, however, the most innovative use of mobile technology came from Liberty Mutual and its subsidiary firm Safeco as they became the first […]

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 […]