August 08, 2018

July 2018 Trends & Highlights: Updated Private Site and Mobile App Capabilities, Partnerships and Banking Product Launch

TRENDING Private Site Capabilities and Journey Updates – Across multiple industries, 10 firms updated their private site capabilities and online journeys, with a focus on transfer and bill pay functionality. Charles Schwab clients can now transfer positions between Schwab brokerage accounts. Wells Fargo now displays bill pay history from the last 24 months—increased from 90 […]

July 10, 2018

June 2018 Trends & Highlights: Product and Security Updates, Navigation Changes, New Technology, and Redesigns

TRENDING Product Updates and Launches – Across multiple industries, 23 firms launched new products or updated existing ones. Matching moves made by the Federal Reserve, American Century, AXA, BB&T, Capital One, Charles Schwab, Chase, Citibank, E*TRADE, Fidelity, Legg Mason, Lord Abbett, Merrill Edge, MFS, PIMCO, PNC Bank, TD Ameritrade and Wells Fargo increased rates on […]

June 12, 2018

May 2018 Trends & Highlights: Product Updates, Firm Campaigns and Apple Business Chat

TRENDING Product Updates and Launches – Across multiple industries, 21 firms made changes to their coverage set by either launching new products or updating existing ones. Matching moves made by the Federal Reserve, Ally Bank, Ameriprise, Bank of America, Capital One, Chase, KeyBank, Schwab Bank, TD Ameritrade, USAA and Wells Fargo increased rates on certain […]

May 11, 2018

April 2018 Trends & Highlights: Public Site Updates, Tax Day and the Addition of Robinhood to the Corporate Insight Coverage Group

TRENDING Public Site Updates – Twenty-four firms across multiple industries updated their public sites, ranging from full public site revamps to redesigned pages. Athene combined two sites in its revamp, while Columbia Threadneedle announced an upcoming May revamp. American Family, AXA, Brighthouse and MassMutual revamped their homepages.  MassMutual also made changes to its News & […]

April 18, 2018

March 2018 Trends & Highlights: Women’s History Month, Technology and TD’s Transition of Scottrade

TRENDING Women’s History Month – 15 firms across multiple industries addressed Women’s History Month, with nine posting on Facebook or Twitter for International Women’s Day on March 8. Ally Invest, TD Ameritrade and Charles Schwab promoted International Women’s Day on multiple social media platforms and linked to relevant articles. Merrill Edge tweeted an infographic asserting […]

March 15, 2018

February 2018 Trends & Highlights: Market Volatility, Security Updates, TD Ameritrade’s New Tool and Chatbot

TRENDING Market Volatility – Twenty-eight firms across multiple industries responded to the February 5 market plunge, with many providing insight into what happened and others offering advice on how to respond. AB claimed that the recent market volatility forecasts rising inflation and interest rates while American Century, Legg Mason and Lord Abbett predicted that the […]

February 19, 2018

January 2018 Trends & Highlights: Tax Reform, 2018 Outlook, Biometric Authentication Updates and Capital One Revamps Private Site

TRENDING Tax Reform – In January, 21 firms across numerous industries responded to tax reform legislation, both before and after the bill was passed. AB illustrated the effects of the reform on the U.S. credit cycle and stock market and predicted little effect on CRTs. American Funds and Ameriprise discussed the key takeaways, specifically for […]

January 30, 2018

December 2017 Trends & Highlights: Market Outlooks for 2018, Holiday Messages, Updated Private Sites and Morgan Stanley Access Investing

TRENDING 2018 Outlooks – In December, 16 firms across industries outlined their expectations for the new year. Fidelity added two videos, one on U.S. equity sector outlooks and a second on global expansion and volatility. Invesco released a video series on the 2018 outlook and posted a blog about fintech forecasts. Oppenheimer Funds and Janus […]

December 19, 2017

November 2017 Trends & Highlights: Face ID Capabilities, Tools and Calculators, Merrill Edge Stock Stories and Wells Fargo Advisors Intuitive Investor Platform

TRENDING Face ID Login Feature – Nine firms introduce Face ID to mobile applications, in response to the new features of the iPhone X. Bank of America, Capital One, Chase, E*TRADE, Fidelity, PNC, U.S. Bank, Progressive and USAA all adopted the new technology as a means for signing on to their secure applications. Public and […]

November 21, 2017

October 2017 Trends & Highlights: Cybersecurity Awareness, Mobile App Updates and California Wildfire Reactions

TRENDING Cybersecurity Awareness Month – Just one month after the Equifax breach, many firms focused commentary content on National Cybersecurity Awareness Month. Five firms highlight the month through banner images and notifications. Raymond James promoted security tips and related articles through an image on the logout page as well as a section on the public […]