February 06, 2019

January 2019 Trends & Highlights: New Public Site Pages, Products, Fund Comparison Tool and Acquisition

TRENDING  New Public Site Pages – Firms across our coverage groups introduced a total of 25 new pages in the month of January. Of those 25 pages, 13 promoted new or existing products or services, and six aimed to educate users on topics such as market trends and tax preparation. Meanwhile, three firms introduced new […]

January 28, 2019

Recent P&C Mobile Trends, Highlights & Innovations

P&C firms devoted significant time and effort to improving their mobile apps in 2018. The space was an area of intense competition: several coverage group firms released new tools and features, while five—Amica, Chubb, Liberty Mutual, Nationwide and State Farm—launched brand-new apps, often with drastic structural changes.   Amica introduced a new app in September […]

January 14, 2019

December 2018 Trends & Highlights: New Private Site Capabilities, Market Outlook Resources, Rebranding and Private Site Revamp

TRENDING  New Private Site Capabilities – Seven firms across our coverage groups introduced new capabilities to their private sites in the past month. Hartford Funds added a My Favorites feature, which allows financial advisors to save funds and resources to a central location as well as access their profile, order history, cart and subscription center. […]

December 11, 2018

November 2018 Trends & Highlights: Navigational Changes, Mobile Updates, New App and Public Site Revamp

TRENDING Navigational Changes –In November, 15 firms across six monitor coverage groups updated aspects of their navigational organization. Many firms reorganized or consolidated existing content. American Century now categorizes the commentaries in its Insight flyout menu by asset type and key topics instead of by intended audience. American Express now separates Benefits and Rewards into […]

November 20, 2018

Better Safe Than Sorry: Annuity Firms Ramp Up Login and Security Features

Recent technological advances coupled with breaches and fraud scares have driven financial services firms to improve their login and security processes. Annuity firms, ever trailing industry leaders, are finally catching up. Login overhauls and bolstered security lead to more findable login pages and greater use of two-factor authentication. Account protection is a top priority, but […]

August 17, 2017

Credit Card Product Update – 2017 Q1 & Q2

The Credit Card Product Update slide deck examines new product releases from 11 credit card carriers in the Credit Card Monitor coverage group in the first half of 2017. Inside, we highlight basic fee information, rewards criteria and specific standout features unique to each card and include a chart showing what firms feature which digital payment services for their product offerings.