October 17, 2018

Best Practices: Participant Documents

In reviewing online documentation capabilities for Corporate Insight’s latest Retirement Plan Monitor Report, a selection of best practices stands out in three areas: findability, document suites and delivery preference management. Findability Best Practices Centralize documents in a findable location: Integrate delivery preference management within document suite – Firms should let users modify their delivery preferences […]

April 13, 2017

Fidelity Continues to Embrace Blockchain Technology as it Now Joins IC3

Blockchain technology continues to make headlines in 2017, with buzz building on new collaborations between financial institutions and blockchain companies, and progress updates on blockchain projects moving pass pilot testing stages. This week, Fidelity Investments announced that its R&D unit – Fidelity Labs –  joined the Initiative for Cryptocurrencies and Contracts (IC3), a blockchain technology […]

June 09, 2016

Fidelity Unveils Updated Mobile App with Custom Feed

Over the past several months, firms throughout the financial services industry have begun to integrate personalization capabilities into their apps to meet mobile users’ growing expectation for customized and highly relevant content. Most recently, Fidelity unveiled a redesigned app for iPhone and Android, complete with a first-of-its kind, customizable Feed that delivers news and market […]

November 12, 2015

Apple Enters P2P Payment Space: What They Should Keep in Mind

Apple is reportedly in discussions with U.S. banks to develop a mobile person-to-person payment service to compete with Venmo. Corporate Insight’s Bank Monitor service recently reviewed the P2P payments platforms offered by leading banks, comparing them to popular third-party services like Venmo and Google Wallet. We found that Venmo outperformed the services offered by banks […]

October 08, 2015

Slide Deck: Annuity and Life Insurance Product Update – Q3 2015

Our quarterly Annuity and Life Insurance Product Update reviews new products released by annuity carriers and life insurers over the last quarter. To view past updates, check out the archive. Inside the slide deck, we provide a rundown of the new products introduced on the firms’ websites in the third quarter of 2015, and highlight their […]