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 […]
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 […]
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 […]
January 29, 2014

CI First Look: Bitcoin and Virtual Currency Basics Whitepaper

Virtual currencies are a decentralized form of “electronic cash” that users send to each other through a peer-to-peer payment system in exchange for goods and services. Consumers and investors have long debated the new type of currency’s long-term legitimacy. While some have flocked to use and invest in virtual currencies, others warn of a possible […]
October 03, 2013

Whitepaper – Credit Card Privacy: A Closer Look at Online Privacy Policies

A major complaint among cardholders is the lack of awareness and control around how their personal information is used by credit card companies. While there are many responsible card issuers across the industry that do not share client information with third parties, not all issuers effectively communicate these consumer-friendly policies to cardholders. Credit Card Privacy: […]