 While actual trends among firms in our various coverage groups were few, the month of May still saw some noteworthy product releases and changes. In addition, Chase and U.S. Bank revised their checking accounts, and Capital One now offers an Over Limit opt-in service for credit card holders, joining other card issuers that do in a post-CARD Act era.
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Welcome to the Spring 2011 edition of Consulting Insights, where Corporate Insight’s Consulting Services team analyzes emerging financial industry trends.
Looking ahead to the publication of our new study, Money on the Move: Mobile Finance Review 2011, our cover story discusses how firms, particularly brokerages, are launching new, enhanced apps to take advantage of the capabilities of tablets such as the iPad.
We also recap our interview with one of the leaders behind RBC’s Springboard advisor website, which combines rich media and social media techniques. On that same note, we review how brokerages are using rich media to educate their clients.
Inside this issue:
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Breaking Ground on iPad Investing
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Helping Advisors Help Each Other: RBC’s Springboard Website
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Engaging and Educating Investors with Rich Media
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Money on the Move: Mobile Finance Review 2011
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 April was a busy month for financial firms, as several across our various Monitor groups revamped their websites, some upgraded private site capabilities and some introduced new promotional sitelets.
Site Revamps
Last month, six firms we track unveiled new websites, including two annuity firms, one advisor firm, one mutual fund firm and two brokerage firms. Annuity firm New York Life overhauled its advisor site, while annuity firm TIAA-CREF revamped its public site, both featuring a new design and layout and better navigation to site features and pages. Advisor firm Federated redesigned its advisor site with a new homepage, a reorganized navigational menu with rollover and access to new features, such as an email subscription option that alerts advisors when new firm content is released. Though Federated’s design changes were positive, the advisor site unfortunately no longer houses the firm’s tools and educational resources.
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Not surprisingly, February was a tax-focused month in which many firms promoted and upgraded their tax centers and materials. While some firms simply updated information for the 2010 tax year, others redesigned the way they present tax materials online. In addition to tax-related frenzy, the month of February saw the release of a new retirement tool by Fidelity and new account alert options for bank customers.
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