April 15, 2019

Best Practices: Retirement Plan Participant Phone App Home Screens

In Corporate Insight’s recent Retirement Plan Monitor Report regarding participant phone app home screens and plan dashboards, we determined best practices that emerge for three main aspects of the user experience: approach (i.e., comprehensive vs. multi-screen landing pages), plan data and resources.   Home Screen Approach Best Practices Most recordkeepers take a multi-screen approach: Include […]

Nine Ways to Improve Chatbot UX

Chatbots — also known as virtual assistants or automated assistants — can be a valuable resource for financial services consumers. Well-designed chatbots offer customer support in a helpful, conversational format, blending the strengths of live customer service and algorithmic results to increase customer satisfaction. In this white paper, we recommend nine ways to improve chatbot UX based on our […]

How Icons Help (or Hurt) Financial Services Customers

Icons can either help or confuse financial customers—and, by extension, firms’ profits—based on how they are used on a website. In an industry that offers complex products and services, icons can set key ideas apart. When used alongside meaningful text, they support users by attracting attention to key features. When used without text, however, they […]

April 13, 2017

View Webinar Recording: Making Mobile Apps Easier to Navigate

App navigation can be surprisingly complicated. Although apps have had years to develop best practices and conventions, there is still disagreement about the best methods of navigation. Corporate Insight recently conducted user testing in its in-house usability lab to get a firsthand perspective on clients’ feelings toward the navigation methods and strategies employed by mainstream […]

October 06, 2016

Introducing CI’s Expanded UX Research Services

Corporate Insight is excited to announce that we have expanded our custom User Experience (UX) research services, with a broader mission to add value to our clients’ digital platforms. This expansion addresses growing concern from clients around the customer experience – and the rising cost of a poor client experience. “The customer experience has been […]

December 16, 2013

Websites that Adapt on the Fly

Fund Thought Leadership Insights is a monthly blog series highlighting the best commentaries and expert analysis pieces released by asset management firms. For a full archive, click here. Looking Ahead to 2014As 2013 winds down, asset managers are beginning to turn their eye to the future. While prognostication may be best left to the realm of roadside psychics and internet astrologers, financial managers can look at ongoing trends and give some illumination to their expectations for the coming year. Here, we take a look at the top five thought leadership pieces that offer outlooks and predictions for 2014:

August 28, 2013

User Testing Insights: Keeping Advanced Features Simple

Corporate Insight designed a usability study that focused on the mobile and desktop offerings of five leading banks – Bank of America, Chase, Citizens Bank, U.S. Bank and Wells Fargo. We invited participants to the usability lab in our Midtown Manhattan offices in order to understand how mobile applications match up against traditional website interfaces both in terms of functionality and usability. Although websites offer much richer suites of account management tools, we found that in some cases, particularly person-to-person (P2P) payments, tablet apps’ relative simplicity led to strikingly higher success and efficiency. These and more findings available in our full whitepaper demonstrate the value that can be gained when you take the time to observe real users interacting with an interface.

August 15, 2013

User Insights Volume Two: Comparing the Desktop and Tablet Banking Experience Now Available on SlideShare

User Insights Volume Two: Comparing the Desktop and Tablet Banking Experience is now available on SlideShare! The study was originally released in late-June. Currently, consumers are using tablets to complement their personal computers when it comes to day-to-day activities like surfing the Web. Instead of replacing their traditional computers with tablets, many users are adding these devices to their technology toolbox, employing a particular device – computer, tablet or smart phone – based on factors such as their location or the task at hand.