September 11, 2017

When Two Worlds Collide: Investors can now Access Account and Market Information via TD Ameritrade’s Facebook Messenger

With over one billion active users, Facebook has become much more than a simple social networking platform. Users are increasingly looking to Facebook for more than just posts from family and friends, but also for news updates, entertainment and games. Now, TD Ameritrade clients can receive account, market and quote information on Facebook Messenger, giving […]

July 07, 2017

Fund Firms Flourishing on Facebook

The latest Facebook numbers from CNN Tech show over 1.94 billion worldwide active monthly Facebook users, and 1.28 billion in daily usership, posing a great opportunity for businesses to reach a huge audience of prospects and clients. In fact, Facebook reports that over three million businesses around the globe advertise on the site. Corporate Insight’s […]

May 03, 2017

Around the Brokerage Industry: SwipeStox

Soon enough, mobile will become the primary means of interaction between consumers and financial services firms, and millennials are a key reason for this change. As a generation’s members are rarely separated from their smartphones, firms must adapt accordingly and strive to deliver cutting edge resources to keep them engaged. A unique trading app—SwipeStox—is doing […]

March 15, 2017

Bespoke Financial Advice Is Possible: Brokerages Look to Improve Advisor Search Tools

While most financial advisor search tools fail to differentiate themselves or innovate, some brokerage firms are pushing that status quo. As recently as this past month, firms like Merrill Lynch and Morgan Stanley have updated their advisor search tools to better integrate third-party technology and address customers’ specific financial needs, setting a new standard for […]

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.

March 10, 2016

Consulting Insights March 2016 Issue

The March 2016 issue of Consulting Insights is now available!  Our feature article shares some of the findings from our study Next-Generation Investing 2015: Digital Advice Matures on activity of incumbent investment firms in the digital advice space. We explore the latest trends in mobile finance innovation. We profile the HENRY (“high earners no rich […]

December 02, 2015

#Trending: Does Twitter Add Value to Stock Research?

Social media has become a powerful platform for evaluating public sentiment and, more recently, a popular forum for analyzing financial trends. This January, TD Ameritrade became the first brokerage firm within Corporate Insight’s e-Monitor coverage group to introduce social media, specifically Twitter, as a stock research tool for clients. Fidelity recently followed suit with the […]

October 21, 2015

Ally’s Banner Year

In September, Ally announced it reached one million customers. To commemorate the occasion, they unfurled a campaign that included a social media blitz, announcements and videos thanking customers. Moreover, 2,300 lucky customers received gift cards to reflect the 2,300 days it took the firm to hit the one million mark. The firm also has created […]