October 12, 2016

September 2016 Trends & Highlights: New Voice Capabilities Expand to Amazon Alexa, Siri, and Biometrics

TRENDING Six Firms Introduce New Customer Service Technology – September brought a rise in customer service technology from six firms. Both Liberty Mutual and its subsidiary Safeco introduced insurance-based Skills services with the Amazon Alexa App, making them the first insurance firms to do so. Users can interact with the Amazon Echo device in their homes […]

October 06, 2016

August 2016 Trends & Highlights: Fidelity Robo-Advisor, Mobile Changes and Capital One Skill

TRENDING Eight Public and Private Site Revamps – August was full of both public and private site revamps. Two firms, Chubb and TD Ameritrade, revamped their public sites to incorporate responsive design. Chubb also now provides a universal navigation menu and TD Ameritrade includes new section overview pages. Three firms—MetLife, T. Rowe Price and USAA—also redesigned […]

August 10, 2016

July 2016 Trends & Highlights: Brexit, Mobile Changes and Scottrade

TRENDING Firms React to Brexit – With the UK’s vote to leave the European Union, we saw firms reacting across the financial sphere. E*TRADE, Principal and TD Ameritrade added new pages of resources discussing worldwide ramifications. Vanguard, Merrill Edge and Principal included videos in their coverage, discussing potential market impacts and firm perspectives. We saw […]

June 15, 2016

May 2016 Trends & Highlights: New Tools, Mobile Changes and Discover Bank

TRENDING: New Forms of Customer Support in Banking – Firms are incorporating social media accounts into account management. TD Bank and Citibank now offer live customer service support via Facebook Messenger, joining Bank of America and USAA as firms providing a modern and comprehensive online banking experience. Citibank also added a new Virtual Assistant on the […]

April 06, 2016

March 2016 Trends & Highlights: Tools, New Platforms and Twitter

TRENDING Firms Add and Edit Multiple Tools – A number of firms added or redesigned tools for customers this month. Allianz Life added an advisor site calculator that computes the total lifetime income provided by the Core Income 7 Annuity and Core Income Benefit rider. Nationwide added an advisor site Portfolio Builder Tool to analyze and […]

January 06, 2016

December 2015 Trends & Highlights: Revamps, FICO Scores and Aggregation

 TRENDING New Year, New Look – This month saw numerous public site redesigns. Barclaycard released a new public site with a scrolling card display, increased imagery and responsive design. Liberty Mutual launched a new public site layout with new navigation and responsive design. Athene consolidated the Athene Annuity and Athene.com sites into one public site. Five […]