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 […]
June 12, 2018

May 2018 Trends & Highlights: Product Updates, Firm Campaigns and Apple Business Chat

TRENDING Product Updates and Launches – Across multiple industries, 21 firms made changes to their coverage set by either launching new products or updating existing ones. Matching moves made by the Federal Reserve, Ally Bank, Ameriprise, Bank of America, Capital One, Chase, KeyBank, Schwab Bank, TD Ameritrade, USAA and Wells Fargo increased rates on certain […]
May 11, 2018

April 2018 Trends & Highlights: Public Site Updates, Tax Day and the Addition of Robinhood to the Corporate Insight Coverage Group

TRENDING Public Site Updates – Twenty-four firms across multiple industries updated their public sites, ranging from full public site revamps to redesigned pages. Athene combined two sites in its revamp, while Columbia Threadneedle announced an upcoming May revamp. American Family, AXA, Brighthouse and MassMutual revamped their homepages.  MassMutual also made changes to its News & […]
April 18, 2018

March 2018 Trends & Highlights: Women’s History Month, Technology and TD’s Transition of Scottrade

TRENDING Women’s History Month – 15 firms across multiple industries addressed Women’s History Month, with nine posting on Facebook or Twitter for International Women’s Day on March 8. Ally Invest, TD Ameritrade and Charles Schwab promoted International Women’s Day on multiple social media platforms and linked to relevant articles. Merrill Edge tweeted an infographic asserting […]
March 15, 2018

February 2018 Trends & Highlights: Market Volatility, Security Updates, TD Ameritrade’s New Tool and Chatbot

TRENDING Market Volatility – Twenty-eight firms across multiple industries responded to the February 5 market plunge, with many providing insight into what happened and others offering advice on how to respond. AB claimed that the recent market volatility forecasts rising inflation and interest rates while American Century, Legg Mason and Lord Abbett predicted that the […]
February 19, 2018

January 2018 Trends & Highlights: Tax Reform, 2018 Outlook, Biometric Authentication Updates and Capital One Revamps Private Site

TRENDING Tax Reform – In January, 21 firms across numerous industries responded to tax reform legislation, both before and after the bill was passed. AB illustrated the effects of the reform on the U.S. credit cycle and stock market and predicted little effect on CRTs. American Funds and Ameriprise discussed the key takeaways, specifically for […]