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 […]

April 24, 2014

Online Communities Across Financial Services – American Express, Bank of America and TIAA-CREF

Online communities provide an innovative way for both current and prospective clients to receive advice and share their own knowledge. American Express and Bank of America offer forums aimed at small business professionals, while TIAA-CREF recently introduced a revamped site with two sections providing retirement and financial planning advice for women. This slide deck examines […]

February 11, 2014

The Complete Bitcoin User Experience: Mining, Exchanges, Wallets and Beyond

The growing popularity and mainstream acceptance of Bitcoins has made it important for consumers and investors to gain a deeper understanding of this preeminent virtual currency. The Complete Bitcoin User Experience: Mining, Exchanges, Wallets and Beyond provides a detailed analysis of how Bitcoins are created, traded and stored. The study includes reviews of the top […]

February 04, 2014

Mobile Finance: 2014 Trends and Innovations

Mobile usage continues to grow, with an ever-greater portion of total Internet traffic coming via a smartphone or tablet – rising above 15% in 2013. Mobile gives companies a chance to deepen relations with customers as well as reach targeted demographics such as Millennials or the underbanked. With this in mind, Corporate Insight has been […]

February 03, 2014

Pinterest: Is the Life Insurance Industry Pinning?

Several prominent life insurance firms have introduced Pinterest pages to increase engagement with prospects and clients. Like most Pinterest users, Life Insurance firms rely heavily on pinning content that exists elsewhere. This serves to raise the visibility of their products and to drive traffic back to their website. As Pinterest evolves and adds new advertising […]

December 05, 2013

Online Personal Financial Management: A Closer Look at Manilla and Mint

In recent years, numerous personal financial management (PFM) tools have emerged online. These tools give consumers a detailed view of their finances, allowing them to effectively budget and manage their money. Many of the PFMs offer both easy-to-use online interfaces and mobile apps to manage finances on-the-go. This slide deck analyzes two of the major […]