April 15, 2019

Best Practices: Retirement Plan Participant Phone App Home Screens

In Corporate Insight’s recent Retirement Plan Monitor Report regarding participant phone app home screens and plan dashboards, we determined best practices that emerge for three main aspects of the user experience: approach (i.e., comprehensive vs. multi-screen landing pages), plan data and resources.   Home Screen Approach Best Practices Most recordkeepers take a multi-screen approach: Include […]

April 03, 2019

Meet Alex: Liberty Mutual’s New Digital Policy Advisor

Liberty Mutual debuted Alex, a digital policy advisor on its public site Customer Support page and its private site. Out of the 19 firms tracked by the Property & Casualty Insurance Monitor, only two other firms offer public site virtual assistants: Nationwide and USAA. Alex is a unique tool as it has different capabilities, acting […]

March 27, 2019

2018 Plan Sponsor Site Enhancements

Throughout 2018, Retirement Plan Monitor – Institutional coverage set firms improved site features and unveiled new capabilities and resources. Three prominent trends embody most of the changes that recordkeepers made to sponsor sites: the modernization of user interfaces, an increased focus on mobile capabilities and the continued development of plan health resources. In addition, multiple […]

March 12, 2019

February 2019 Trends & Highlights: Updates to Products, Services and Mobile Apps, New Microsite and Public Site Revamp

Updates to Product and Services – Nine firms across monitors performed updates to their products and services in February. Some firms made small revisions, such as the Pacific Life Pacific Choice annuity product’s new availability in California and Bank of America’s introduction of new Zelle platform transfer limits. Others made larger changes to the benefits […]

March 05, 2019

Are We There Yet: Mobile Progress Meters

The ability to track progress through visual feedback should be a part of all digital journeys. Speed and efficiency strengthen the quality of web and mobile interfaces. Exceptional app interfaces provide progress meters to inform users how close they are to completing a task. In a recent report, Corporate Insight evaluated the mobile card payment […]