December 19, 2017

November 2017 Trends & Highlights: Face ID Capabilities, Tools and Calculators, Merrill Edge Stock Stories and Wells Fargo Advisors Intuitive Investor Platform

TRENDING Face ID Login Feature – Nine firms introduce Face ID to mobile applications, in response to the new features of the iPhone X. Bank of America, Capital One, Chase, E*TRADE, Fidelity, PNC, U.S. Bank, Progressive and USAA all adopted the new technology as a means for signing on to their secure applications. Public and […]

November 21, 2017

October 2017 Trends & Highlights: Cybersecurity Awareness, Mobile App Updates and California Wildfire Reactions

TRENDING Cybersecurity Awareness Month – Just one month after the Equifax breach, many firms focused commentary content on National Cybersecurity Awareness Month. Five firms highlight the month through banner images and notifications. Raymond James promoted security tips and related articles through an image on the logout page as well as a section on the public […]

October 12, 2017

September 2017 Trends & Highlights: Hurricane Coverage, Equifax Response, Life Insurance Awareness Month

TRENDING Cross-Industry Responses to Hurricanes – In the wake of Hurricanes Harvey and Irma, 54 firms across nine of the Corporate Insight monitor groups created fundraising campaigns, provided special contact information and alerted of temporary branch closings. To see our cross-industry special report on hurricane responses, click here (CI login required). Firms Address Equifax Breach […]

September 29, 2017

August 2017 Trends & Highlights: Standard Settlement Period Change, Facebook AI Bot, Revamped Login Interfaces and E*TRADE OptionsHouse Integration

TRENDING Ten Firms Address Trade Settlement Period Change: A popular method of announcing the industry-wide change, eight firms added notices to their monthly statements: Ameriprise, Charles Schwab, Fidelity, Morgan Stanley, Raymond James, RBC, TD Ameritrade and Vanguard. Scottrade announced the reduced period with a private site homepage notification. Later in the month, Capital One Investing […]

August 22, 2017

July 2017 Trends & Highlights: Private Site Redesigns, Fed Rate Commentary and DOL Compliance Resources

TRENDING New Promotions and Card Offer Changes from Seven Firms Clients get their setup fee waived when they convert an existing Uni-K, solo-k or individual 401(k) to a Merrill Edge Individual 401(k) by September 30. American Express changed the introductory spend offers on nine cards, while Chase lowered the initial spend offer for its Southwest […]

June 08, 2017

May 2017 Trends & Highlights: Private Site Revamps, Rebranding, New Products and New Public Site Sections

TRENDING Seven Firms Debut New Products This month, seven firms released eight new products—one savings account, one fund, one rider, one credit card, one insurance product and three annuities. Fidelity introduced sustainability-focused funds as well as an Attainable Savings Account for persons with disabilities to save without compromising their government benefits. Prudential launched a Legacy […]

May 22, 2017

April 2017 Trends & Highlights: BB&T and Safeco Public Site Revamps, Marketing Campaigns and Mobile Payment Capabilities

TRENDING New Marketing Campaigns from Five Firms – This month, five firms launched new marketing campaigns, focusing on social impact, trust building, celebrity partnerships and women in financial planning. State Farm began its Neighborhood of Good campaign promoting volunteerism, while Wells Fargo premiered its Building Better Every Day campaign to ensure customers of its commitment to […]

April 20, 2017

March 2017 Trends & Highlights: Citizens Bank Site Revamp, Brighthouse Web Presence, New Products and Fee Changes

TRENDING New Products and Related Pages from Seven Firms – This month, seven firms launched new products, including one checking account, one CD, one credit card, two life insurance products and two digital advice platforms. Fifth Third introduced a checking account affiliated with the Achieving a Better Life Experience (ABLE) program, and Ally Bank announced its new […]

March 10, 2017

February 2017 Trends & Highlights: Ally Invest, Educational Resources and New Products

TRENDING New Products, Plus Rate and Fee Updates, from 15 Firms – This month, nine firms launched 10 new products, including four annuities, one checking account, three credit cards and two digital investment platforms. Voya introduced a fixed index, Allianzadded a fee-based fixed index, and Jackson and Lincoln both added fee-based variable annuity products. USAA introduced a rewards checking account and a new credit card product—the […]