Corporate Insight Blog
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Written by Fred LaPolla
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Friday, 17 May 2013 09:22 |
 Asset 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.
Asset Management and Social Media: A Guide to Social Marketing focuses on how fund firms can optimize their social media presence on the most popular social networks: LinkedIn, Facebook, Twitter, YouTube and Google+. The guide describes the most valuable features and attributes on each social network to fund firms and highlights best in class strategies from leading asset management firms. The guide also provides recommendations for building out and improving your firm's social media properties.
The guide contains:
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Key features and attributes on LinkedIn, Facebook, Twitter, YouTube and Google+ that are most valuable to your asset management firm's social media strategy.
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Examples of social media best practices from industry leading firms.
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Recommendations to optimize your firm's social media presence and overall social strategy.
Please use the link or the button below to download Asset Management and Social Media: A Guide to Social Marketing:
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Written by Drew Maresca
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Thursday, 16 May 2013 10:30 |
 Retirement Plan Monitor is the latest addition to Corporate Insight’s lineup of Monitor research services. The service continuously tracks and analyzes the online and offline customer experience 18 leading retirement plan providers offer plan participants. The research focuses on website design and usability, online tools and transaction capabilities, education resources, client account documents, plan pricing, fees and more. Subscribers have access to in-depth monthly reports and updates examining key aspects of the online participant experience.
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Written by Dan Wiegand
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Tuesday, 14 May 2013 11:47 |
 This article first appeared in the ABA Banking Journal.
Today's world seems to be dominated by technology, particularly among younger generations that are fast rising in prominence. While financial service firms still compete with each other for market and wallet share, as an industry they struggle to draw customers' eyes away from Facebook or their iPhone.
However, the industry does not have to see the tech sector as a threat. Credit card issuers such as American Express and Discover have been leaders in finding ways to partner with tech companies, integrating their capabilities onto the websites and apps their clients are already using. Here, we highlight two of those partners: Amazon and Apple.
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Written by Nick Foster
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Monday, 13 May 2013 09:54 |
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 Over the month of April, a number of asset management firms released new tools and calculators, many of which reflect a growing trend. These new tools tend to be very small and simple, serving more to promote a product or illustrate an investment concept rather than fitting the mold of traditional online calculator. Two good examples of these online resources are Putnam’s Municipal Bonds vs. CD tool and Eaton Vance’s After-Tax Growth Calculator.
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Written by Alex Filiaci
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Thursday, 09 May 2013 14:25 |
 The Millennial Generation – or Gen Y – grew up during the dot-com bust and the Great Recession. They’ve also come of age when the annual cost of a public four year college has doubled, and housing prices have more than tripled on average. These economic conditions have reshaped this generation's saving and spending habits and significantly influenced their impression of the financial services industry.
Corporate Insight's new whitepaper, The Millennial Opportunity: Marketing Financial Services to the Digital Generation, examines the marketing tactics, strategies and online resources leading financial institutions are using to connect with Millennials. The whitepaper reviews the first attempts that firms throughout the industry have made to connect with Millennials and also offers advice to help guide your firm's marketing efforts.
The whitepaper features:
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Case studies analyzing three different approaches to Millennial marketing from top financial services firms.
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Commentary on the future of Millennial marketing within financial services.
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Recommendations to optimize your firm's Millennial marketing campaigns and outreach.
Please use the button below to download your free copy of the The Millennial Opportunity: Marketing Financial Services to the Digital Generation whitepaper:
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