TRENDING Financial Wellness Continues to Trend in the New Year – Four firms added public site educational content covering a range of topics. TD Ameritrade added a public site Guidance section focusing on four goals—Retirement, Education, Wealth Generation and Other—to coincide with the firm’s renaming of its automated investment platform, now dubbed Selective Portfolios. Franklin Templeton […]
TRENDING Newly Launched Private Site Tools Cover Budgeting, Retirement, Brokerage and More – In December, we saw the addition of 12 new private site tools for spending, saving, budgeting, credit health, retirement planning and online brokerage management. Bank of America added a Spending & Budgeting tool for customers to view spending history and set a monthly […]
TRENDING Twelve Firms Increase Mobile App Capabilities – November saw an increase in mobile app capabilities from firms across the financial services industry. Both Ally Bank and Fidelity updated the login experience, with a new six-digit passcode login option and pre-login custom feed information, respectively. Three firms—Capital One (Wallet app) , Citi and Nationwide—updated their mobile […]
In October, a number of firms responded to the DOL Fiduciary rule with press releases, commentaries and articles surrounding the rule. Many firms also introduced new mobile apps and digital payment capabilities, such as mobile app integration of 3D Touch and fingerprint authentication. In addition, five firms introduced new products, including Jackson National's fee-based Perspective Advisory variable annuity and Ally's 15-month Select CD account.
TRENDING Six Firms Introduce New Customer Service Technology – September brought a rise in customer service technology from six firms. Both Liberty Mutual and its subsidiary Safeco introduced insurance-based Skills services with the Amazon Alexa App, making them the first insurance firms to do so. Users can interact with the Amazon Echo device in their […]
TRENDING Eight Public and Private Site Revamps – August was full of both public and private site revamps. Two firms, Chubb and TD Ameritrade, revamped their public sites to incorporate responsive design. Chubb also now provides a universal navigation menu and TD Ameritrade includes new section overview pages. Three firms—MetLife, T. Rowe Price and USAA—also redesigned […]
In July, several firms reacted to Brexit by adding new resource pages discussing worldwide ramifications and potential market impacts. Many firms also improved their mobile app and digital payment capabilities, including Ally Bank, Wells Fargo, Vanguard and more. Scottrade debuted its revamped private site that features simplified navigation with new flyout menus and greater consistency with the public site.
In June, several firms introduced new products and tools, including three new calculators from TIAA, MetLife and Esurance. Citizens Bank added six new interest-earning accounts, and Capital One redesigned its card payments interface.
TRENDING: New Forms of Customer Support in Banking – Firms are incorporating social media accounts into account management. TD Bank and Citibank now offer live customer service support via Facebook Messenger, joining Bank of America and USAA as firms providing a modern and comprehensive online banking experience. Citibank also added a new Virtual Assistant on the […]
TRENDING Firms Add Advanced Mobile Options – This month Wells Fargo added Touch ID support on the Wells Fargo iPhone app for clients with iOS 9 or higher. iPhone 6S users can access a 3D Touch menu and shortcut capabilities for TD Ameritrade Mobile Trader while U.S. Bank iPhone, iPad and Android app users can access […]