Corporate Insight tracks the latest updates to digital experiences across the financial service industries via our subscription research services. Here are some of the latest changes monitored by our research teams.

Annuity Monitor
Athene updates account owner dashboard 
The firm moved account owner site dashboard tiles for various account servicing actions—Manage Access, Change Beneficiaries, Request Withdrawal and Get Your Tax Documents—to the bottom of the page from their previous location across the top of the dashboard.

Learn more about Annuity Monitor.

Asset Management Monitor – Advisor
American Funds introduces ETF resources
Following the launch of six actively managed ETFs, the firm added ETF performance, information, profile and investment strategy pages.

Learn more about our Investment Advisor Experience research.

Bank Monitor
U.S. Bank adds mobile-first My Goals Tool to desktop experience
After introducing the My Goals tool on its mobile app last December, U.S. Bank added a new authenticated site My Goals interface that offers a multistep goal-setting journey. Alongside goal management tiles, the page offers links to set up a goal or talk to a coach; users can set up one goal per savings account.

Learn more about Bank Monitor.

Fidelity launches new funds
The firm launched four new ESG funds and a new mutual fund. The ESG funds will have no investment minimums and use a combination of proprietary and third-party ESG ratings, while the mutual fund aims to offer flexibility to allocate assets across investment-grade, high yield and emerging market securities.

Learn more about our online brokerage research services.

Fintech Monitor
Two foreign fintechs debut stock/ETF trading in the U.S.
Revolut launched its stock trading app in the U.S. after previously making it available in the UK only. Social investing specialist eToro expanded its U.S. presence from crypto-only to include stocks and ETFs.

Learn more about Fintech Monitor.

P&C Insurance Monitor
Erie Insurance adds policyholder site document center
The carrier added a centralized Documents page, findable from a new Documents link in the main navigation menu, to its policyholder site. The page aggregates customers’ entire collections’ of billing and policy documents in a single table complete with filter options and three sortable columns. Erie Insurance performed a similar change to its mobile app.

Learn more about P&C Insurance Monitor.

Workplace Finance Monitor
TIAA refreshes the aesthetic of its mobile app home screen and dashboard
The home screen uses a new blue color scheme with headings that feature a large, bold font, clearly delineate sections and provide a more streamlined look. The Retirement Summary screen features a similar refreshed design and additional data, such as rate-of-return information and top investments.

Learn more about Workplace Finance Monitor here.

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