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In the NewsCorporate Insight is frequently in the news, whether to announce and discuss our published research or to offer our views on topics within our areas of expertise. Scroll down this page to read the latest articles in which we’ve appeared, and use our News Archive to find previous items.
|J.P. Morgan, T. Rowe Debut New Mobile Features|
|Thursday, 05 July 2012 10:19|
By Emile Hallez
“There are firms out there offering mobile experiences to retirement plan clients, but it’s not something that’s extremely widespread. A lot of firms... are taking their first steps in entering the mobile space,” says Dan Wiegand, senior analyst and head of mobile research at Corporate Insight, noting that providing account access is more essential on the brokerage side of the business, where trades are more frequent. “What it comes down to is showing some creativity... rather than using the mobile channel as a subset of what you do online.”
TIAA-Cref, for example, includes a “Financial IQ” feature in its app, in addition to providing general account access, kasina’s Binder notes. Among the app’s features are a 10-question “test your money smarts” quiz and a tool that calculates estimated savings based on cutting monthly expenditures ranging from DVD purchases to dog grooming and redirecting them to a retirement account.
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