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Service Tracks Users’ Online Experience With Plan Providers |
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Wednesday, 03 October 2012 11:39 |
By Rebecca Moore
This new Monitor service will track the website capabilities and marketing materials that retirement plan sponsors provide to plan participants. The tool offers subscribers an unbiased, first-hand view of the user experience by monitoring live accounts that are held by actual plan participants at each firm.
Retirement Plan Monitor will provide firms with a look at the online capabilities and participant communications that their competitors provide, along with Corporate Insight’s analysis of industry trends and best practices.
Click here to read the full article...
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Corporate Insight Launches Retirement Plan Monitor |
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Tuesday, 02 October 2012 15:53 |
By: Chris McMahon
Corporate Insight, a provider of competitive intelligence to the financial services industry, announced Retirement Plan Monitor, a new subscription research service that will track the web capabilities and marketing materials from retirement plan sponsors for plan participants. The service is designed to offer an unbiased view of the user experience and will monitor live accounts held by actual plan participants.
“Retirement plan participants are increasingly turning to the web to manage their plan investments. Unfortunately, the resources available to them are sometimes sub-par compared to what many brokerages and banks provide to their customers,” said Drew Maresca, senior analyst for Retirement Plan Monitor. “Retirement Plan Monitor will provide firms with an informed look at the online capabilities and participant communications that their competitors provide, along with Corporate Insight’s analysis of industry trends and best practices. We are confident this will make it easier for our subscribers to create a best-in-class online user experience for plan participants.”
Click here to read the article... |
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Credit Card Firms Make Their Debut on Pinterest |
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Monday, 01 October 2012 10:39 |
By Andy Rooks
Credit card firms recently became the first in the financial services industry to create presences on the up-and-coming social media network Pinterest.
Unlike Facebook and Twitter, Pinterest is a highly visual community. Users post and subscribe to picture boards. Moreover, Pinterest is distinctive in two respects:
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It is the fastest-growing social media website ever.
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The vast majority of Pinterest users are women.
This presents a unique opportunity for financial services firms looking to get ahead of the competition. Not only does Pinterest attract a new and focused demographic, but it can also be used to enhance a firm's social media footprint.
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Quality Trumps Quantity for Firms in Twitterverse |
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Friday, 17 August 2012 07:13 |
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By Peter Ortiz
A firm’s overall success, whether it tweets frequently or infrequently, is based on sending out quality content, they say. Tweeting good content increases firms’ chances that they will reach followers. That’s because followers check their feeds at different times and may miss the original post as a constant stream pushes it to the bottom.
At the same time, firms shouldn’t rule out repeating their tweets and tweeting quite frequently, says one expert.
Tweeting frequently is important considering the nature of Twitter, says Alan Maginn, a senior analyst who heads Corporate Insight’s social media team.
“Something you posted four hours ago on Facebook may be relevant, where something you posted four hours [ago] on Twitter gets lost in the shuffle,” Maginn says. “I think with Twitter you are less likely to annoy your audience by doing more frequent posts.”
But Maginn agrees that the main criterion for a Twitter strategy should be the value of the tweet. Quality content also justifies a firm's sending out the same tweet often, he says. |
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How to Buy Annuities Online |
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Monday, 06 August 2012 08:20 |
By Gail Cohen
Annuities are popular investment products, even when the economy is in the tank. They are a product of the insurance industry rather than the stock market and there are enough types to satisfy investor taste. That said, online annuity opportunities are never 100-percent risk-free, according to Ian Lundahl, a Corporate Insight senior analyst specializing in financial-consumer research. He told "Barron's" reporter Theresa Carey in 2011 that he "doesn't believe that purchasing an annuity will become a fully online experience for at least another five years." |
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Mobile Mobility: Understanding Youth Dissatisfaction In Mobile and Online Services |
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Wednesday, 25 July 2012 07:58 |
By Andy Rooks, senior research associate, consulting services, Corporate Insight
Conventional wisdom states that it’s much easier to retain clients than attract new ones. With that in mind, it’s crucial for banks to understand what drives customer satisfaction, and what can cause unhappy clients to leave.
Corporate Insight recently conducted an online survey of 1,000 bank customers to understand the relative importance of online and mobile banking features and the overall customer experience. Our Bank Customer Survey Report summarizes our key findings and highlights pertinent themes and trends found in the total survey sample.
When we asked participants about the likelihood of moving their primary checking account, 10% reported that they would “probably” or “definitely” switch accounts in the near future. |
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