January 06, 2017

December 2016 Trends & Highlights: New Tools, Site Updates and Schwab Intelligent Advisory Robo-Advisor

TRENDING Newly Launched Private Site Tools Cover Budgeting, Retirement, Brokerage and More – In December, we saw the addition of 12 new private site tools for spending, saving, budgeting, credit health, retirement planning and online brokerage management. Bank of America added a Spending & Budgeting tool for customers to view spending history and set a monthly […]

December 09, 2016

November 2016 Trends & Highlights: TD Ameritrade Robo-Advisor, Mobile Capabilities and a new GEICO-Lyft Partnership

TRENDING Twelve Firms Increase Mobile App Capabilities – November saw an increase in mobile app capabilities from firms across the financial services industry. Both Ally Bank and Fidelity updated the login experience, with a new six-digit passcode login option and pre-login custom feed information, respectively. Three firms—Capital One (Wallet app) , Citi and Nationwide—updated their mobile […]

November 05, 2016

October 2016 Trends & Highlights: More Response to DOL Fiduciary Ruling, New Products and MetLife Says Goodbye to Snoopy

TRENDING Ten Firms Continue to Respond to the DOL Fiduciary Rule – A number of firms—Fidelity, MassMutual, Merrill Lynch Wealth Management, Morgan Stanley, Nationwide and VALIC—published press releases, commentaries and articles expressing their commitment to their customers and an improved outlook after the DOL fiduciary rule. Some financial institutions took it a step further: Principal […]

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 […]