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 […]

September 09, 2015

The Retirement Planning Resources That Participants Most Value

According to the 16th Annual Retirement Survey from the Transamerica Center for Retirement Studies, participants think quarterly statements are the most helpful resource for retirement planning, saving and investing. The survey shows that the perceived helpfulness of quarterly statements increased from 74% in 2014 to 85% in 2015. Respondents also preferred online tools and calculators, […]

March 05, 2015

2014 Gold Monitor Award Winners Recap: Full Slide Deck Archive

Corporate Insight's 2014 Monitor Awards were released in early February, recognizing financial services firms for excellence in the online user experience they offer prospects, clients and advisors. Over the past month, we released a series of slide decks highlighting the firms that received Gold Monitor Awards across nine industry segments within financial services.