Corporate Insight tracks the latest updates to digital experiences across the financial service industries via our subscription research services. Here are some more of the latest changes monitored by our research teams. Contact us here to learn about our full suite of subscription and custom research offerings.

Asset Management Monitor – Investor

American Century introduces microsite 
American Century updated its homepage banner, linking to a new microsite promoting the firm’s effort to close the gender investment gap. The new site is open to both investors and advisors and is findable via both sites’ homepages.
Learn more about our Asset Management Monitor subscription research service here

Credit Card Monitor

Barclays implements live chat capabilities on authenticated site
Findable from the authenticated site Contact Us page, the live chat feature allows users to reduce pain points in their banking experience by resolving issues with a support representative without calling the firm. Barclays joins six firms in the coverage set that offer live chat, providing increased ease of use for card holders.
Learn more about our Credit Card Monitor subscription research services here


Fidelity updates secure site Fixed Income trade ticket
The updated trade ticket—findable via the main navigation Accounts & Trade dropdown—mirrors other updated trade tickets, most recently the International trade ticket. A Welcome to the New Fixed Income Trading Experience link leads to a PDF promoting the updated experience.
Learn more about our online brokerage subscription research services

Life Insurance Monitor

Ladder revamps application process and account owner site Referrals page
The firm revamped its application process on its public site Apply page with additional and updated slides that house new questions and descriptions. The new questions and descriptions include more colloquial and casual language, making the entire application process more personable. The firm also updated the account owner site Referrals page with new sections, descriptions and drawings. The new page focuses on the monetary benefits that account owners can get from the referral program.
​​​​​​Learn more about our life insurance subscription research services

Mobile Monitor

Wells Fargo implements Zelle QR codes and refreshes Zelle interface 
Wells Fargo added purple icon-aided links to its Zelle landing screen and introduced new Zelle QR code functionality. The new Zelle QR code interface houses a QR code scanner and scannable QR code.
Learn more about our Mobile Monitor subscription research services

Workplace Finance Monitor

Enrich introduces Financial Stress Assessment
The new assessment—part of the firm’s Money Mindfulness suite—allows participants to answer a series of stress-related questions to view an analysis of their financial stress levels and coping behaviors as well as links to recommended educational and wellness resources.
Learn more about our workplace finance subscription research services