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Consulting Insights

Consulting Insights is a quarterly publication that analyzes the competitive landscape of the retail financial services industry. In each edition, we will publish research from our Consulting Services division on a broad range of subjects. This publication is available as a complimentary service for clients and industry professionals. To sign up for a subscription, please add your email address to the field on the lower right and select your preference in the subsequent form.


Consulting Insights - Spring 2011 PDF Print E-mail
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:
  • Breaking Ground on iPad Investing
  • Helping Advisors Help Each Other: RBC’s Springboard Website
  • Engaging and Educating Investors with Rich Media
  • Money on the Move: Mobile Finance Review 2011
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