May 22, 2017

Mobile Finance: 2017 Trends and Innovations

The mobile channel is increasingly important to retail financial services firms. This is driven by a variety of factors, including the widespread adoption of smartphones, more powerful phone operating systems and, crucially, the rise of Millennial customers. In our February 2016 survey of online investors, 71% of Millennials indicated that they had logged into their […]

March 23, 2017

Comparing Social Security Benefit Estimators: What Drives Differentiation?

Social Security benefits are an important consideration in gauging one’s readiness for retirement. Good online calculators offer users vital insight into their own preparedness within the context of their overall financial picture. In our latest white paper, Comparing Social Security Benefit Estimators: What Drives Differentiation?, we explore a wide range of Social Security benefit estimators and […]

November 03, 2016

Tomorrow’s Fund Company Website: Helping Financial Advisors Thrive in Disruptive Times

As changes occur in the financial advice industry, it is important for asset management firms to position themselves as valuable partners to advisors by providing content-rich, easy-to-use advisor websites. Using our new Advisor Website Audit and surveys of advisors and investors, CI’s latest white paper, Tomorrow’s Fund Company Website: Helping Financial Advisors Thrive in Disruptive […]

October 27, 2016

The Rise of Blockchain: An Introduction

In the past two years, blockchain technology has begun to shape the financial services landscape, and financial institutions should be prepared to continue to hear about the technology as it becomes more prevalent. Our latest complimentary white paper, The Rise of Blockchain: An Introduction provides an overview of bitcoin and the blockchain for financial services […]

June 21, 2016

The Looming Problems with Retirement Planners

Gauging retirement readiness is among the most talked about topics in the retirement industry today.  Many leading financial firms provide publicly available retirement income projection tools to their website visitors. While all of these tools provide some sort of income projection, they vary in terms of intuitiveness, comprehensiveness and quality of results. In CI’s most […]

February 24, 2016

Slide Deck: 2016 Mobile Finance Trends and Innovations

2015 saw financial institutions continue their shift toward a mobile-centric approach, as this channel quickly becomes the primary means of interaction between consumers and firms. According to a March 2015 report from the Federal Reserve, 35% of mobile phone users with a bank account used mobile banking in 2014, up 150% from 2010. Additionally, 52% […]

February 20, 2015

Slide Deck: Mobile Finance Trends and Innovations (December 2014)

The mobile channel continues to become an increasingly important means for consumers to interact with financial services providers. A case in point: according to the Federal Reserve, 51% of all smartphone owners have used mobile banking in the last 12 months, and interest among non-users suggests this number will only continue to rise. The Fed also […]

May 08, 2014

Whitepaper: Are Retirement Plan Providers Connecting with Young Participants?

Corporate Insight recently polled 990 retirement plan participants to collect data on their online preferences, behavior, use of the mobile channel, levels of satisfaction and numerous demographic factors. The complete results of this survey were published in Corporate Insight’s DC Plan Participant Survey Report.   In this whitepaper, we share a small portion of the […]