Corporate Insight Blog
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Written by Fred LaPolla
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Tuesday, 02 April 2013 16:21 |
 Tuesday Tips helps financial services firms improve a key aspect of their online user experience. Recommendations are taken directly from our Monitor Reports and Consulting Services research, which cover banking, brokerage, credit cards, asset management, retirement, annuities and insurance.
As tax day approaches, many investors are feeling stressed as they attempt to locate the proper forms and statements for their filings. Asset management companies can help alleviate their worries by providing online resources that clearly organize documents and explain tax concepts to investors. The following five tips from our latest Mutual Fund Monitor report focus on ways fund firms can optimize their online tax centers:
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Written by Daniel Gualtieri
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Wednesday, 27 March 2013 10:30 |
 Consumer remote deposit capture (RDC) technology was somewhat scarce in 2011. Although, very few firms offered RDC, consumer demand was there. Between Q1 2012 and Q1 2013, a majority of firms in the Mobile Monitor coverage group adopted the technology and began offering RDC capabilities to customers.
Our Mobile Trend of the Month for March examines the rise of remote deposit capture technology. Click through the interactive infographic below to learn more about the popularity, deposit volume and costs associated with remote deposit capture:
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Written by Nick Foster
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Wednesday, 27 March 2013 10:02 |
 Last week, PIMCO launched a redesigned Advisor site, featuring a new homepage, reorganized content and a bold new look. A complete recap of the changes and new features can be found in the latest Advisor Monitor Update (Login Required, Must Be Advisor Monitor Subscriber). Here, we will take a look at the most significant additions and enhancements to the site.
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Written by Alex Filiaci
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Monday, 25 March 2013 10:43 |
 Vanguard introduced Life Ticker, a microsite that allows users to link to their Facebook profiles and create a ticker indicating items they’d like more or less of in their lives. Once connected to a Facebook profile, the site automatically imports photographs alongside stock photos in a gallery. Users can then provide a phrase to describe each photo and click up or down arrows to indicate whether the item is something they want to increase or decrease.
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Written by Alisson Andrade
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Thursday, 21 March 2013 11:46 |
 This article originally appeared in the ABA Banking Journal.
In a recent Small Business Card Monitor (SBCM) research report, we examined the mobile capabilities leading firms offer small business cardholders with a focus on native apps for smartphones and tablets as well as mobile-supported websites. We were happy to see that 88% of firms we cover give small business cardholders the opportunity to manage their accounts while on the go.
When it came to these mobile platforms, we noticed that some firms in our universe excel in providing key account services, such as lengthy transaction histories and flexible payment capabilities. As for tablet apps, we noticed a majority of the firms extend the same services available on a smartphone. By contrast, American Express stood out with its more enhanced account capabilities on its tablet apps.
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Written by Erica Bensoussan
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Thursday, 21 March 2013 11:37 |
 This article originally appeared in the Spring 2013 Issue of Consulting Insights. To learn more about our Bank Website Audit services, click here or contact Erica Bensousson at 212-832-2002 x-112 or
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One of the many services Corporate Insight provides to clients is the Bank Website Audit. First introduced in 2005, the Audit allows us to benchmark a client’s website against the overall online banking industry, revealing their relative strengths and weaknesses, identifying best practices and providing actionable recommendations to help the client improve their site.
The Audit rates bank websites on over 250 attributes across seven categories, using our latest survey data to weight criteria by their importance to actual users. As such, our Audits will change over time as client needs and expectations evolve.
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