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.
Annuity Monitor
USAA revamps public site homepage
USAA’s previously austere public site homepage now features an updated color scheme, images and graphics with an emphasis on prominent links to common actions and popular products.
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Asset Management Monitor – Advisor
American Funds and Franklin Templeton launch income-focused pagesÂ
Both pages identify income-generating strategies for advisors to use during current market volatility.
Fidelity introduces new public site tool
The firm’s new Goal Booster tool allows prospective clients to examine near-term savings goals.
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Bank Monitor
USAA overhauls public site homepage
Some years after its last major update, USAA revamped its public site homepage with new graphics, promotional content, and shortcuts to common products and actions.
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Credit Card Monitor
USAA overhauls public site homepage
Some years after the last major update, USAA revamped its public site homepage with new graphics, promotional content, and shortcuts to common products and actions. The page now boasts a more welcoming look and feel with added color hues and photographic imagery.
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Digital Advice Monitor
Fidelity introduces new secure site dashboard Beta View
Fidelity introduced a new Beta View for the secure site dashboard Summary tab, simplifying menu navigation and presentation. While limited in scope, the update likely foreshadows major updates to the dashboard.
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e-Monitor
Fidelity updates the secure site dashboard Summary tab with a new Beta View Â
The Beta View provides simplified tiles and menu options with fewer overall tiles and several menu options, like Analysis and Performance, relegated to a More dropdown menu. Currently, the Beta View displays six dashboard tiles: Balance, Goals, Markets, Top News, Market Movers and IRA Contributions. Clients reach the Beta View via a Beta View toggle in the top-right of the current dashboard.
Fidelity adds public site Crypto page that provides overview of crypto offerings Â
The top of the page explains the firm’s approach to crypto investing, namely its experience, attention to education and ETF-focused investing strategy. Below, a Commission-Free Fidelity ETFs section advertises two Fidelity ETFs: Fidelity Crypto Industry and Digital Payments ETF and the Fidelity Metaverse ETF. The ETF advertisements contain Open an Account buttons and Learn More links that both lead to the public site Fidelity ETFs page. Notably, a Come See Us in the Metaverse section advertises Fidelity’s new metaverse presence: a virtual office in Decentraland.
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Fintech Monitor
Acorns updates chatbot on secure site and mobile app
The refreshed virtual assistant (VA) uses prompts to help users access relevant articles, chat with a representative or submit a help ticket. VAs are a great way for firms to streamline customer service, and Acorns should continue building out this resource.
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Life Insurance Monitor
USAA revamps public site homepage
USAA’s previously austere public site homepage now features an updated color scheme, images and graphics with an emphasis on prominent links to common actions and popular products.
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Mobile Monitor
Robinhood houses Cash Card management options on the new Spending screenÂ
Robinhood’s updated Spending screen features new options, such as Round-up Rewards, for Cash Card holders. The screen provides basic information that includes the user’s card balance and transaction history, while new settings screens allow the user to lock their card, change their PIN and enable spending alerts as well as view their card, account and routing numbers.
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P&C Insurance Monitor
Allstate updates public site main navigation and homepage design
The new public site main navigation menu features five flyout links that load vertical menus with secondary dropdowns. The insurer also continued to roll out design changes across its public site, updating the homepage and releasing a new Contact & Support site section.
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Small Business Banking Monitor
PNC extends Spend Analysis tool to small business clients
Currently only available for business credit card accounts linked to a business checking account, the new Spend Analysis tool enables clients to view spending totals in 16 different categories with a paired bar graph, spending history over time and activity over the selected month.
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