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Corporate Insight Blog

Slide Deck – Asset Management and Social Media: A Guide to Social Marketing PDF Print E-mail
Written by Fred LaPolla   
Tuesday, 18 June 2013 15:14
Asset Management and Social Media - A Guide to Social MarketingAsset management firms have worked hard in recent years to develop and refine their social media strategies. In the process, they have vastly increased their social outreach to investors and financial advisors. Although most asset management firms have a social media presence on multiple networks, the strength of their efforts varies greatly.

This slide deck is an easily digestible summary of the research and key findings from our recent guide – Asset Management and Social Media: A Guide to Social Marketing. The slide deck examines how leading asset management firms are making use of the most popular social networks – LinkedIn, Facebook, Twitter, YouTube and Google+ – and offers recommendations for firms looking to grow or optimize their overall social media strategy.

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June Fund Thought Leadership Insight: Focus on the Land of the Rising Sun PDF Print E-mail
Written by Fred LaPolla   
Monday, 17 June 2013 11:21

Japan FlagAll eyes are watching Japan to see if Prime Minister Shinzo Abe’s policies can effectively lower the price of Japanese exports and help to kick-start the island nation’s economy. Across the asset management industry, thought leaders are focusing their attention on this hot global investing topic.

Here is a look at five commentaries and thought leadership pieces focusing on the Japanese economy released over the past month:

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Apple iOS 7 Slide Deck: Ideas for Financial Services Firms PDF Print E-mail
Labels: MobileSlide Decks
Written by Daniel Gualtieri   
Thursday, 13 June 2013 14:27
Apple iOS 7 LogoApple’s announcement of iOS 7 has fans and the tech world buzzing. Apple claims iOS 7 to be “the world's most advanced mobile OS” with its brand new design and a comprehensive list of new features.

Regardless of whether iOS 7’s features are actually new or playing catch up to the Android, there are a number of capabilities in the update that financial service firms may be able to use to make their apps more user-friendly. The Apple iOS 7: Ideas for Financial Services Firms slide deck highlights the most valuable new features in iOS 7 and describes ways financial services firms can leverage these capabilities to improve the mobile user experience they offer consumers.
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May Trends & Highlights – Local Blogging Strategy, Mobile Brokerage Resources and Receipt Management PDF Print E-mail
Written by Alex Filiaci   
Wednesday, 12 June 2013 08:22
may 2013  trends and highlightsIn May, Allstate unveiled local blogs, to help promote agents in major cities. A number of firms introduced mobile resources. Fidelity released a new Windows 8 App and TD Ameritrade added a social network to their iOS apps. Chase released a new receipt capture capability, available to clients both online and via their mobile device. Finally, firms expressed their continued condolences to the victims of the Boston Marathon, and promoted campaigns to help with aid.

Allstate Introduces Local Blogs
Allstate unveiled a series of local blogs focusing on eight cities – Atlanta, Houston, Baltimore, Las Vegas, Chicago, Phoenix, Denver and Seattle. The blogs feature local news, and insurance tips and are filled with educational articles, a traffic report, a “city buzz” Twitter feed and quizzes. Snapshots of local agents are posted on the right column of the blog, displaying their name, office address, phone number, languages spoken, awards and a photo. Allstate is planning to roll out additional city blogs in the near future. Sample stories on the Atlanta blog include, “Well-maintained Tires Can Help Keep You Safe in Atlanta Traffic,” and “Zipcar to offer rentals at Hartsfield-Jackson.”
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External Transfers by the Numbers PDF Print E-mail
Labels: Banking
Written by Matt Van Wagenen   
Tuesday, 11 June 2013 11:41
External Bank Transfers by the NumbersThe ability to move money between accounts held by a single client at a single bank is now universally offered by all firms tracked by Bank Monitor. However, the option to transfer money to external accounts – either owned by the same client or another person – is still being gradually implemented, with certain banks lacking the capability all together. Of the banks that do offer external transfer capabilities, many impose their own fees and limits depending upon the speed of delivery and the amount of money being transferred. The May Bank Monitor Report, External Online Transfers: Me2Me, P2P, and Beyond, discusses these limits and transfer capabilities.
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Around the Industry: Prudential Investments PDF Print E-mail
Written by Nick Foster   
Monday, 10 June 2013 10:26
Our new Around the Industry series will review the websites and digital resources offered by leading financial services firms that fall outside of our Monitor Services coverage groups. Here, our Mutual Fund Monitor team looks at Prudential Investments.
 
Prudential Investments LogoA division of the financial services giant, Prudential Investments leverages the firm’s expertise and reputation across the business world to offer a detailed and competitive asset management service. The Prudential Investments website offers a serviceable mutual fund platform and the public site includes many online features common across the industry.
 
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