Corporate Insight Blog
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Written by Alex Filiaci
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Thursday, 14 March 2013 12:03 |
 In February, a number of financial services firms across the industry introduced contests and sweepstakes to promote their products, online services and social media pages. Prizes included money, discounts, movie tickets and even vacation packages. February also saw Capital One complete the transition of ING Direct to Capital One 360 and Charles Schwab introduce a new commission-free ETF program.
Esurance Looks to the Final Frontier for Facebook “Likes”
Continuing the trend of financial firm’s incentivizing users to “Like” their Facebook page, Esurance introduced a new sweepstakes that offered two tickets to the Star Trek Into Darkness movie premiere and $2,500 spending money. Entering the contest opened up additional movie content on the page, like a trailer, a Vulcan avatar tool and downloadable posters, icons and wallpapers. In January, MassMutual promoted a contest in which users entered to win $20,000 towards college loan debt by “Liking” the firm’s Facebook page.
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Written by Dan Wiegand
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Wednesday, 13 March 2013 11:41 |
 The Spring 2013 Issue of Consulting Insights is now available! Our cover story presents our perspective on an issue that’s received media attention outside of the financial sector: same-sex marriage. As equal rights for LGBT Americans become closer to reality, we take a look at what strategies financial service firms are implementing to understand and address their particular needs.
This issue also shares findings on mobile security and person-to-person (P2P) payments from recent Mobile Monitor and Bank Audit research, respectively. We also review the winners of Corporate Insight’s annual Gold Monitor Awards.
Inside This Issue:
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As LGBT Rights Increase, So Do Financial Services Offerings
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Mobile Security Starts at Login
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Popmoney Outperforms in P2P Payments
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Usability Testing: Setting Benchmarks for Success
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2012 Gold Monitor Award Winners
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Retirement Plan Monitor
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Written by Nick Foster
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Tuesday, 12 March 2013 15:52 |
 Tuesday Tips helps financial services firms improve a key aspect of the 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.
This week’s recommendations expand on a recent blog post examining tablet-friendly websites among fund firms. The following tips focus on ways financial services firms can build a tablet-friendly website, helping to improve the display and performance of their online websites on tablet devices:
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Written by Nick Foster
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Thursday, 07 March 2013 14:18 |
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 The value of mobile apps to banking, credit card and brokerage customers is evident, and firms in these spaces have responded with innovative, forward-thinking offerings. Fund firms on the other hand have not been as quick to embrace mobile. Of the 26 firms covered by our Mutual Fund Monitor and Advisor Monitor research services, nearly half (46%) do not offer apps. Although this leaves the fund app marketplace relatively thin, fund firms have made mobile-friendly enhancements to their websites to improve the experience for clients on their mobile devices, particularly tablets such as the iPad.
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Written by Fred LaPolla
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Thursday, 07 March 2013 10:45 |
 A growing chorus of financial commentators is raising the alarm about financial repression. While definitions of this term differ based on political stance, financial repression can be loosely defined as measures taken by a government to channel investments to themselves that would naturally be invested elsewhere. For example, efforts in an emerging market nation to stem capital outflows by implementing high currency reserve requirements would be considered financial repression. Recently, some experts have become concerned that repression may be applied in the U.S. to combat high debt levels. To address this concern, Advisor Monitor firms are releasing new educational resources and commentaries aimed at discussing this phenomenon and finding ways that advisors can explain the issue to clients.
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Written by Benjamin Pousty
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Tuesday, 05 March 2013 13:44 |
 Corporate Insight's 2012 Monitor Awards were released in late January, recognizing financial services firms for excellence in the online user experience they offer prospects, clients and advisors. In February, we released a series of slide decks highlighting the firms that received Gold Monitor Awards. The eight slide decks focused on specific industries within financial services. Use the links below to download each slide deck (no forms required):
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