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Insights

A Competitive Edge in Your Industry

50th Annual SIR Conference Takeaways and Highlights

Property and Casualty,Property & Casualty Insurance,Insights

November 3, 2020

WEBINAR: Fintech Banking: How Innovative Approaches Threaten to Shake Up the Banking Industry

Banking,Insights,Webinars

November 1, 2020

2020-healthcare-innovation

2020 Healthcare Innovation: Insights from HLTH VRTL

Healthcare,Insights

October 26, 2020

Physical and Digital Care Tools

Healthcare Delivery Reimagined: Integrating Physical and Digital Care Tools to Cater to Consumers

Healthcare,Insights

October 26, 2020

Fintech Banking: How Innovative Approaches to Banking Threaten to Shake Up the Industry

Investing,Insights,Digital Advice

October 15, 2020

Upcoming Study: 2020 Stock Plan Services Study

Retirement,Insights

October 1, 2020

investors’ digital expectations

Investors’ Digital Expectations: Self-Directed & Advised Client Brokerage Experiences

Investing,Brokerage,Insights,Webinars

September 1, 2020

Cardholder Priorities

WEBINAR: Do Cardholder Priorities Align with Your Development Plans?

Credit Cards,Insights,Webinars

August 20, 2020

Webinar: Healthcare Consumer Digital Experience in a Pre- and Post-COVID-19 World

Healthcare,Insights,Webinars

August 20, 2020

P&C Insurers Offer Storm Preparation Resources and Recovery Support Surrounding Hurricane Isaias

Property and Casualty,Property & Casualty Insurance,Insights

August 17, 2020

Best Practices for Credit-Building Cards: A Review of Traditional and Fintech Offerings

Credit Cards,Bank & Cards,Insights

August 4, 2020

Digital Mental Health Resources Emerge during an Emotionally Challenging Time

Overviews,Healthcare,Insights,COVID-19

July 31, 2020

P&C AI Technology

P&C AI Technology and Insurance Mobile App Capabilities Get an Investment Amid COVID-19

Property and Casualty,Overviews,Property & Casualty Insurance,Insights,COVID-19

July 30, 2020

Usage based insurer metromile

Introducing Usage-Based Insurer Metromile

Property and Casualty,Property & Casualty Insurance,Insights

July 20, 2020

Innovative Features Herald New Decade of Mobile Finance

Mobile Finance,Insights

July 16, 2020

Amid Rising U.S. Credit Card Debt, Card Issuers Should Take Note of Shifting Industry Dynamics

Banking,Credit Cards,Bank & Cards,Insights

July 13, 2020

UX Spotlight: Retaining Auto Insurance Customers with a Strong User Experience

Property and Casualty,Property & Casualty Insurance,Insights

July 8, 2020

How the Retirement and Annuity Industries Are Helping Employees Generate Retirement Income

Annuities,Retirement,Insights

July 8, 2020

Innovative Features from Fintech Banking Options Represent a Long-Term Challenge to Industry Incumbents

Banking,Bank & Cards,Insights

June 29, 2020

Fund Product List Pages Centralize Advisors’ Most-Utilized Resource

Advisor,Asset Management,Insights

June 29, 2020

Healthcare Firms Respond to COVID-19 by Bolstering Online Offerings

Healthcare,Insights,COVID-19

June 4, 2020

UX Research Reveals Auto Insurance Customers Lack General Understanding of Policies

Property and Casualty,Property & Casualty Insurance,Insights,User Experience

June 2, 2020

Healthcare Organizations Introduce AI Digital Assessment Tools to Help Combat Coronavirus

Overviews,Healthcare,Insights,COVID-19

May 28, 2020

Credit Card Issuers Struggle to Adapt to the Deluge of Challenges Posed by COVID-19

Small Business Credit Cards,Credit Cards,Insights,COVID-19

May 10, 2020

Telematics and Changing Consumer Expectations in the Post-COVID-19 World

Property and Casualty,Overviews,Property & Casualty Insurance,Insights,COVID-19

May 7, 2020

Brokerages address covid-19

Brokerages address COVID-19 and market uncertainty

Investing,Overviews,Brokerage,Insights,Digital Advice,COVID-19

May 5, 2020

user discounts during covid-19

Premium Discounts during the COVID-19 Crisis Aren’t Celebrated—They’re Expected

Property and Casualty,Overviews,Property & Casualty Insurance,Insights,User Experience,COVID-19

May 4, 2020

Recordkeepers Respond to the Coronavirus Pandemic

Overviews,Retirement,Insights,COVID-19

May 1, 2020

The Evolving Response of the Nation’s Major Banks to COVID-19

Overviews,Banking,Bank & Cards,Insights,COVID-19

May 1, 2020

Interactive Customer Service Experience

How Banks Adjust Their Interactive Customer Service Experience in Times of Crisis

Banking,Bank & Cards,Insights,COVID-19

April 29, 2020

Financial Wellness Webinar

Webinar: Create a Best-in-Class Financial Wellness Program

Retirement,Insights,Webinars

April 15, 2020

Property and Casualty Insurers are Supporting Policy Holders in time of Covid 19

How P&C Insurers Are Supporting Policyholders Amid COVID-19

Property and Casualty,Overviews,Property & Casualty Insurance,Insights,COVID-19

April 13, 2020

A Roundup of Crisis Response Tactics for COVID-19 in the Healthcare Industry

Overviews,Healthcare,Insights,COVID-19

April 7, 2020

Policygenius vs. Insurify: Two Clashing Startups Hint at the Future of Online Insurance Shopping

Life Insurance,Insurance,Insights

April 7, 2020

Tracking How Health Plan and Health System Sites Communicate about COVID-19

Overviews,Healthcare,Insights,COVID-19

March 24, 2020

UX in the Age of Social Distancing

Overviews,Insights,User Experience,COVID-19

March 17, 2020

Financial Services Customer Communication Strategies for COVID-19: How Should You Engage with Your Clients?

Advisor,Investing,Overviews,Insights,COVID-19

March 11, 2020

Healthcare MRI

Portable MRI Machine Aims to Democratize Access to Care

Healthcare,Insights

March 6, 2020

Morgan Stanley Takes Aim at Retail Investing with E*TRADE Acquisition

Asset Management,Investing,Insights

February 20, 2020

The Digital Advice Space Features Innovative Promotional Techniques but Lacks Effective Mobile Capabilities

Investing,Insights,Digital Advice

February 18, 2020

A Great Digital Healthcare Customer Experience Is Critical for Health Organizations to Meet and Exceed User Expectations

Overviews,Healthcare,Insights

February 14, 2020

Digital Banking Innovation Is Key for Banks to Thrive in a Competitive Industry

Overviews,Small Business Credit Cards,Banking,Credit Cards,Bank & CardsInsights

February 7, 2020

Modernize the Asset Management Digital Experience to Encourage Engagement and Loyalty

OverviewsInsights

February 7, 2020

How Financial Wellness And Mobile Innovations Shaped The Retirement Industry In 2019

Retirement,Insights

January 30, 2020

Annuity Issuers Respond to SECURE Act with Cheers and Educational Flyers

Annuities,Insurance,Insights

January 29, 2020

Corporate Insight Awards Gold Medals to Best-in-Class Digital Platforms for Banks and Card Issuers

Small Business Credit Cards,Banking,Credit Cards,Bank & Cards,Insights

January 17, 2020

Here Are the Gold Medal Winners from the Life Insurance and Annuity Monitor Awards

Annuities,Life Insurance,Insurance,Insights

January 14, 2020

Here Are the Gold Medal Winners of the Asset Management Monitor – Advisor Awards

Advisor,Asset Management,Investing,Insights

January 13, 2020

Announcing Gold Medal Winners of the Asset Management Monitor – Investor Awards

Asset Management,Investing,Insights

January 10, 2020

Announcing Monitor Award Winners in Digital Advice and Brokerage

Investing,Brokerage,Insights,Digital Advice

January 10, 2020

Announcing the Winners of the Property & Casualty Insurance Monitor Awards

Property and Casualty,Property & Casualty Insurance,Insights

January 9, 2020

Health Plan Monitor Awards: Tufts Health Plan, Cigna and BCBS of Massachusetts Provide Superior Mobile Coverage and Benefits

Healthcare,Insights

January 8, 2020

Credit Card Product Update – 2019 Year in Review

Credit Cards,Bank & Cards,Insights

January 6, 2020

The Evolving Retirement Landscape Is Shaping Workplace Retirement Digital Trends

Overviews,Retirement,Insights

December 30, 2019

User Experience Offers Opportunities for Annuity and Life Insurance Providers to Separate Themselves from Competitors

Overviews,Annuities,Life Insurance,Insurance,Insights

December 30, 2019

Credit Card Customer Experience Competition at Its Peak

Overviews,Credit Cards,Bank & CardsInsights

December 30, 2019

The Digital Brokerage User Experience Is Now the Key Differentiator in the Retail Investing Marketplace

Advisor,Asset Management,Investing,Overviews,Brokerage,Insights,Digital Advice

December 30, 2019

Upcoming Study: Leaders and Innovators of the Financial Wellness Ecosystem

Retirement,Insights

December 2, 2019

Five must-haves for a best-in-class P&C digital experience

5 P&C Insurance Digital Experience Must-Haves To Meet Rising Policyholder Expectations

Property and Casualty,Overviews,Property & Casualty Insurance,Insights

November 30, 2019

Property Insurers Fight Fire Risk at 2019 PIR National Conference

Property and Casualty,Property & Casualty Insurance,Insights

November 25, 2019

When Is an Annuity Not an Annuity? When It’s Lifetime Income

Annuities,Insurance,Insights

November 18, 2019

At SIR, Firms Exemplify What It Means to Reimagine Research

Property and Casualty,Property & Casualty Insurance,Insights

November 13, 2019

Monzo Beta Brings User-Inspired Mobile Banking to U.S.

Mobile Finance,Insights

November 8, 2019

Health Plan Mobile Benchmarking Shows Room for Improvement in Insurer Member Apps

Healthcare,Insights

November 4, 2019

Forthcoming Study: Communication to Drive Engagement

Advisor,Investing,Insights

November 4, 2019

Investing in the Digital Experience of Plan Sponsor Websites Will Help Retain Clients and Attract New Business, Survey Finds

Retirement,Insights

October 31, 2019

Startups Are Dead Serious About After-Life Planning

Life Insurance,Insurance,Insights

October 31, 2019

Credit card transaction history

Credit Card Transaction History Is a Core Element of the Consumer Card Website, Survey Finds

Credit Cards,Bank & Cards,Insights

October 29, 2019

digital brokerage experience

Online versus Mobile Gap Analysis: Top Three Digital Brokerage Capabilities for a Seamless Investor Experience

Investing,Brokerage,Insights

October 29, 2019

Exceptional Fund Profile Pages Go beyond the Basics, Engage Advisors with Crucial Value-Adds

Advisor,Asset Management,Investing,Insights

October 25, 2019

Cost estimator interface

Healthcare Cost Estimator Interfaces Foster Transparency, Spark Engagement

Healthcare,Insights

October 23, 2019

De-Mystify Credit Card Rewards Points for a Better User Experience

Banking,Credit Cards,Insights

October 11, 2019

Studio H: Humana’s Digital Health Innovation Hub

Healthcare,Insights

October 10, 2019

Credit Card Website Benchmarking Highlights Firms Can Improve their Account Servicing and Rewards Interfaces

Banking,Credit Cards,Insights

October 3, 2019

Overconfidence Versus Extreme Caution: Irrationality in Retirement Planning

Retirement,Insights

October 2, 2019

How Subscription Models Can Attract Millennials to the Financial Services Industry

Investing,Insights

October 1, 2019

Widening the Scope of Healthcare Through Addressing Social Determinants

Healthcare,Insights

October 1, 2019

P&C insurance digital channels

Policyholders Are Increasingly Interacting with Carriers via P&C Insurance Digital Channels

Property and Casualty,Property & Casualty Insurance,Insights

September 30, 2019

The Firms That Promote ESG/SRI Offerings Effectively Will Win Investors

Investing,Brokerage,Insights

September 27, 2019

Effective Retirement Plan Health Resources Balance Comprehensiveness with Usability

Retirement,Insights

September 26, 2019

Withdrawal Strategies That Incorporate Decumulation Analysis Require Comprehensive Retirement Income Planning Resources

Retirement,Insights

September 19, 2019

Research Shows Health System Patient Portals Are Highly Valued, yet Technologically Lacking

Insurance,Healthcare,Insights

September 19, 2019

P&C Firms Support Customers Affected by Hurricane Dorian

Property & Casualty Insurance,Insights

September 17, 2019

InstaMed Scooped Up by J.P. Morgan, with Implications for Haven Healthcare

Healthcare,Insights

September 10, 2019

Online Appointment Scheduling Capabilities Can Make or Break the Patient Experience

Healthcare,Insights

August 30, 2019

Putting Patients at EASE: The Snapchat of Hospital Systems

Insurance,Healthcare,Insights

August 29, 2019

The Rise and Risks of IoT Devices

Mobile Finance,Insights

August 29, 2019

Defined Contribution Digital Benchmarking Shows Recordkeepers’ Plan Sponsor Portals Have Much Room for Improvement

Retirement,Insights

August 22, 2019

Security is the clear standout feature when it comes to Apple Card

Banking,Credit Cards,Mobile Finance,Insights

August 20, 2019

Newest Product Releases in Life Insurance & Annuities: Q2 2019

Life Insurance,Insurance,Insights

August 16, 2019

Long-Term “Short-Term” Health Plans: Doubling Down on Junk Insurance

Insurance,Healthcare,Insights

August 8, 2019

The Battle for Patient Data Access Begins: Amazon Versus Surescripts

Insurance,Healthcare,Insights

July 30, 2019

Credit card reward redemption interface

Credit Card Reward Redemption Interface Features and Design

Credit Cards,Bank & Cards,Insights

July 25, 2019

Telehealth: The Future of Healthcare Delivery?

Healthcare,Insights

July 16, 2019

Robos Have Room for Improvement on E-Mail, Mobile

July 16, 2019

Tips to Create a Judgment-Free User Experience with Homeowner’s Insurance Quote Tools

Property & Casualty Insurance,Insights

July 8, 2019

credit card fees

A Competitive Analysis of Seven Common Credit Card Fees

Credit Cards,Bank & Cards,Insights

June 27, 2019

AIR 2019 National Conference: “20 Trends” Takeaways

Property and Casualty,Property & Casualty Insurance,Insights

May 14, 2019

The Inexorable Rise in Credit Card APRs

Banking,Credit Cards,Bank & Cards,Insights

May 7, 2019

Survey Results Reveal Banking Customer Satisfaction and Preferences

Banking,Bank & Cards,Insights

February 28, 2019

Retirement Plan Sponsor Site Employee Engagement Resources Can Target Participants, Foster Education

Retirement,Insights

January 30, 2019

Recent P&C Mobile Trends, Highlights & Innovations

Property and Casualty,Property & Casualty Insurance,Insights

January 28, 2019

2018 PIR Conference Takeaways

Property and Casualty,Property & Casualty Insurance,Insights

December 6, 2018

Three P&C Insurance Takeaways from the 2018 SIR Conference

Property and Casualty,Property & Casualty Insurance,Insights

November 29, 2018

New and Improved Retirement Planners Help Prepare for the Future

Retirement,Insights

October 31, 2018

Retirement Planner Interfaces Are a Key Resource for Communicating Readiness Data to Participants

Retirement,Insights

October 30, 2018

Property & Casualty Insurance Monitor Firms Experiment with Augmented Reality

Property and Casualty,Property & Casualty Insurance,Insights

October 19, 2018

Credit Management Tools

Credit Management Tools Can Be More Than Basic Balance Payoff Calculators

Credit Cards,Bank & Cards,Insights

July 24, 2018

A Comparison of Aggregation-Based Financial Planning Tools for the Digital Investment Advice Customer

Investing,Insights,Digital Advice

June 21, 2018

Americans Are Growing More Afraid to Ride in an Autonomous Car

Property and Casualty,Property & Casualty Insurance,Insights

June 7, 2018

An Increase in Retirement Healthcare Costs Signals a Need for More Information

Retirement,Insights

May 11, 2018