November 14, 2018

October 2018 Trends & Highlights: Security, Social Campaigns and New Online Tools and Mobile Features

Security Updates and Resources – Many firms focused commentary on National Cybersecurity Awareness Month and made security updates accordingly. Six firms highlight the month through banner images and notifications on their public sites. The public site homepages of American Funds and Charles Schwab featured promotional sections with cybersecurity tips. Bank of America and PNC Bank […]
October 16, 2018

September 2018 Trends & Highlights: Discontinuations, Current Trends and Website Overhauls

Removals and Discontinuations – In September, many firms removed insignificant site pages to focus on a more simple and straightforward customer service experience. Capital One no longer promotes the Capital One Café on the public site. E*TRADE removed its private site Cash Management page, which offered links to cash management tools. Lincoln Financial Group removed […]
September 19, 2018

August 2018 Trends & Highlights: Updated Mobile App Capabilities, Customer Servicing Resources and New Investment and Financial Services Products

TRENDING  Mobile Capability Updates – Across various industries, 12 firms updated their mobile app capabilities with new and refreshed features. Bank of America enhanced the Spending & Budgeting tool in its Android app with new tabs for Income, Transactions and Cash Flow. Capital One’s app now includes the ability to change a debit card ATM […]
August 08, 2018

July 2018 Trends & Highlights: Updated Private Site and Mobile App Capabilities, Partnerships and Banking Product Launch

TRENDING Private Site Capabilities and Journey Updates – Across multiple industries, 10 firms updated their private site capabilities and online journeys, with a focus on transfer and bill pay functionality. Charles Schwab clients can now transfer positions between Schwab brokerage accounts. Wells Fargo now displays bill pay history from the last 24 months—increased from 90 […]
July 10, 2018

June 2018 Trends & Highlights: Product and Security Updates, Navigation Changes, New Technology, and Redesigns

TRENDING Product Updates and Launches – Across multiple industries, 23 firms launched new products or updated existing ones. Matching moves made by the Federal Reserve, American Century, AXA, BB&T, Capital One, Charles Schwab, Chase, Citibank, E*TRADE, Fidelity, Legg Mason, Lord Abbett, Merrill Edge, MFS, PIMCO, PNC Bank, TD Ameritrade and Wells Fargo increased rates on […]
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 […]
July 11, 2012

June 2012 Trends & Highlights – Site Revamps, Mobile Apps and New Client Assistance Resources

Corporate Insight’s Trends & Highlights analyze key online releases, updates and themes across the financial services industry over the past month. For previous Trends & Highlights, please check the T&H Archive. June Trends & Highlights Summary Numerous firms unveiled site changes, including Dreyfus which introduced a new private site. Mobile apps remained popular with new […]
February 08, 2012

January 2012 Trends & Highlights – Firms Unveil New Tools and Mobile Apps

Financial firms unveiled a number of new tools, as well as mobile apps, social media promotions and websites this January. On a smaller scale, firms also announced impending changes and implemented security procedures to login processes. New Tools New tools ran rampant this January, with five firms adding tools to their respective public, private and […]