April 24, 2017

Reality Check: The Overconfident Retirement Plan Participant

Scottrade recently released a retirement study that explores investors’ attitudes toward retirement, financial advice and the (yet to be implemented) fiduciary rule. The study found that 85% of investors are at least somewhat confident that they will have enough money to retire comfortably, with Seniors (70+) most likely to say they are extremely confident. Corporate […]

May 24, 2016

Study Now Available: The Innovation Advantage

Corporate Insight is excited to release our newest special report, The Innovation Advantage. This detailed study is designed to help financial institutions reassess and revitalize their existing digital experiences through insights from leading non-financial websites and apps. Read our news release for brief descriptions of the seven core themes explored in the report and the capabilities that […]

April 25, 2016

Behavioral Biometrics Begin to Impact Financial Services

In 2014, the Center for Strategic and International Studies, a Washington D.C.-based think tank, estimated that cybercrime costs the global economy roughly $400 billion a year and affects more than 800 million people annually.[1] The financial services industry in particular is a major target for cybercriminals[2], and for obvious reasons – it’s where the money […]

April 19, 2016

Study Preview Now Available: The Innovation Advantage

Corporate Insight is excited to announce the upcoming release of our latest syndicated study, The Innovation Advantage! The study provides a detailed analysis of companies outside of the mainstream financial services space that deliver cutting-edge customer experiences, and offers actionable insights into how financial institutions can learn from these innovations and integrate them into their […]

April 29, 2015

The Changing Face of Financial Advice: 2015 and Beyond Study

Corporate Insight is proud to announce the release of our latest study, The Changing Face of Financial Advice: 2015 and Beyond! The study analyzes the challenges that financial advisors face in serving their clients, opportunities that exist for improving current customer satisfaction and acquiring new clients, and how the FA-client relationship is poised to evolve due […]

August 07, 2014

Transcending the Human Touch: Onboarding and Product Strategy for Automated Investment Advice Study Now Available!

Corporate Insight is proud to announce the release of our latest study, Transcending the Human Touch: Onboarding and Product Strategy for Automated Investment Advice. The study will examine the strategies and best practices for new client onboarding and delivering online advice with little or no human touch. Five Examples of Strategy Questions the Study Addresses: How […]

July 22, 2014

Study Preview: Transcending the Human Touch: Onboarding and Product Strategy for Automated Investment Advice

Transcending the Human Touch: Onboarding and Product Strategy for Automated Investment Advice is our forthcoming study on investing and personal finance-related fintech startups. The study will examine the strategies and best practices for new client onboarding and delivering online advice with little or no human touch. This study begins with a detailed review of the […]

April 08, 2014

Study Preview – The Millennial Shift: Financial Services and the Digital Generation

With 80 million members, the Millennial generation is the largest in the history of the United States. The group's size, coupled with its increasing spending power and social influence, means that Millennials are a huge potential market for financial services firms. However, Millennials' skeptical view of financial institutions and unique digital preferences pose a clear challenge to the industry's traditional marketing strategies and business models. CI's new study, The Millennial Shift: Financial Services and the Digital Generation will help financial services marketers, product managers and strategists to better understand Millennials and identify effective tactics for serving this demographic. Study Preview Featuring Excerpts The preview contains six pages from the study focusing on Millennial mobile and digital usage trends and the importance of education as a tool for connecting with young investors. Use the image below to get your study preview: