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 […]
July 27, 2017

June 2017 Trends & Highlights: DOL Implementation, Fed Rate Hike and Janus Henderson Investors

TRENDING Nine Firms Address DOL Rule Implementation The DOL rule went into effect on June 9, causing firms across coverage groups to respond. MassMutual updated its compensation structure and marketing materials and posted an article regarding the changes on the advisor site homepage. Allianz created a guide for advisors, while Lincoln added a blog post […]
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 […]
February 10, 2017

January 2017 Trends & Highlights: Gamified Retirement Planning, Merrill Edge Guided Investing and Financial Wellness

TRENDING Financial Wellness Continues to Trend in the New Year – Four firms added public site educational content covering a range of topics. TD Ameritrade added a public site Guidance section focusing on four goals—Retirement, Education, Wealth Generation and Other—to coincide with the firm’s renaming of its automated investment platform, now dubbed Selective Portfolios. Franklin Templeton […]
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 […]