April 05, 2019

March 2019 Highlights: MassMutual Replaces Salesforce and PIMCO Addresses Gender Equality

MassMutual Announces Upcoming Advisor Platform to Replace Salesforce  MassMutual announced its intent to launch a new Advisor 360 platform which will feature three components: Client360, which provides a summary of each client’s financial profile; Practice360, which integrates all client views into a single Book of Business dashboard; and Investor360, which advisors can make available to […]

March 12, 2019

February 2019 Trends & Highlights: Updates to Products, Services and Mobile Apps, New Microsite and Public Site Revamp

Updates to Product and Services – Nine firms across monitors performed updates to their products and services in February. Some firms made small revisions, such as the Pacific Life Pacific Choice annuity product’s new availability in California and Bank of America’s introduction of new Zelle platform transfer limits. Others made larger changes to the benefits […]

February 06, 2019

January 2019 Trends & Highlights: New Public Site Pages, Products, Fund Comparison Tool and Acquisition

TRENDING  New Public Site Pages – Firms across our coverage groups introduced a total of 25 new pages in the month of January. Of those 25 pages, 13 promoted new or existing products or services, and six aimed to educate users on topics such as market trends and tax preparation. Meanwhile, three firms introduced new […]

January 14, 2019

December 2018 Trends & Highlights: New Private Site Capabilities, Market Outlook Resources, Rebranding and Private Site Revamp

TRENDING  New Private Site Capabilities – Seven firms across our coverage groups introduced new capabilities to their private sites in the past month. Hartford Funds added a My Favorites feature, which allows financial advisors to save funds and resources to a central location as well as access their profile, order history, cart and subscription center. […]

November 14, 2018

October 2018 Trends & Highlights: Security, Social Campaigns and New Online Tools and Mobile Features

Security Updates and Resources – Many firms focused commentary on National Cybersecurity Awareness Month and made security updates accordingly. Six firms highlight the month through banner images and notifications on their public sites. The public site homepages of American Funds and Charles Schwab featured promotional sections with cybersecurity tips. Bank of America and PNC Bank […]

October 16, 2018

September 2018 Trends & Highlights: Discontinuations, Current Trends and Website Overhauls

Removals and Discontinuations – In September, many firms removed insignificant site pages to focus on a more simple and straightforward customer service experience. Capital One no longer promotes the Capital One Café on the public site. E*TRADE removed its private site Cash Management page, which offered links to cash management tools. Lincoln Financial Group removed […]

September 28, 2018

New VALIC Plan Sponsor Site Leverages Digital Trends and Best Practices to Enhance User Experience

VALIC’s new plan sponsor site represents a significant step forward and it is now among the more modern sites within the Retirement Plan Monitor – Institutional coverage group.The new site, called SponsorFIT and part of VALIC.com, is designed for plan sponsors and closely resembles its participant site counterpart. “FIT” stands for “Futures. Individually Tailored.” and […]

September 19, 2018

August 2018 Trends & Highlights: Updated Mobile App Capabilities, Customer Servicing Resources and New Investment and Financial Services Products

TRENDING  Mobile Capability Updates – Across various industries, 12 firms updated their mobile app capabilities with new and refreshed features. Bank of America enhanced the Spending & Budgeting tool in its Android app with new tabs for Income, Transactions and Cash Flow. Capital One’s app now includes the ability to change a debit card ATM […]

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 […]