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 […]

July 21, 2015

Twitter Introduces Mobile Targeting Based on Users’ Installed Apps

Facebook, Twitter, LinkedIn and most other social media networks are constantly competing with each other to be the best for businesses. The networks face many questions: Which platform has the best advertising features? Which have perfected mobile design? How can my platform outperform others in engagement and conversion rates? This intense competition leads to rapid […]

June 18, 2015

A Win for Vanguard: Social Media Engagement Leads to Customer Satisfaction

Vanguard takes social media engagement to another level with its “Van” persona and friendly replies to comments on its Facebook page. Corporate Insight recently discovered that the firm even rewards its commenters! While conducting research for our upcoming June 2015 Annuity Monitor Report, we noticed Vanguard was offering an active commenter a free Vanguard t-shirt. […]