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
Transamerica launches new registered index-linked annuity product
Transamerica’s new Structured Index Advantage Annuity product offers a diverse range of index options, three optional riders and a no-fee base strategy designed for customers seeking predictability in uncertain times.
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​​​​​Asset Management Monitor – Advisor
Columbia Threadneedle adds CE resources
The new on-demand program enables advisors to earn continuing education credits, and a new CE Credit on Demand page describes and links to the CE courses.
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Bank MonitorÂ
Wells Fargo replaces Portfolio Checking with two new checking accounts
The firm introduced Prime and Premier checking accounts, which carry similar benefits to the removed Portfolio checking account. Both accounts are interest-bearing with premium discounts and fee waivers. Each product has a dedicated page and appears on the updated public site Checking Overview page.
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e-Monitor
Merrill Lynch introduces a new Detail View mode to the secure site homepageÂ
The firm recently added a Detail View mode to the secure site homepage that allows clients to view a secondary page with tables of additional balance details for each internal and external account associated with the login. Internal account tables feature five columns: Cash Balance Money Accounts, Pending Activity (Cash/Security), Priced Investments, Margin Credit/Debit Balance and Net Value.
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Fintech Monitor
Affirm rolls out beta access to Debit+, its buy now, pay later debit card and standalone app
While Affirm’s debit card stands out for letting customers retroactively split payments, requiring an additional app may hinder initial sign-ups.
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P&C Insurance Monitor
Amica introduces centralized document center on policyholder site and mobile app
Following a recent desktop site document center revamp, the insurer rolled out a similar update on its mobile app that enables policyholders to access policy, billing or claims documents from a centralized location.
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Retirement Plan Monitor
Empower revamps the participant site
The firm revamped its participant site and mobile app with platforms focused on providing more holistic financial planning. The updated experiences focus on all of participants’ financial accounts, offering new tools for tracking net worth, cash flow, budgets, savings goals, investment mixes and debt payments, along with a robust new retirement planning tool.
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