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Corporate Insight Blog

AIR National Conference Recap: Three Key Auto Insurance Industry Trends PDF Print E-mail
Labels: Auto Insurance
Written by Chase Marshall   
Wednesday, 01 May 2013 10:22
Auto InsuranceWe recently attended the Auto Insurance Report National Conference [AIR] hosted by Risk Information. The conference’s underlying theme was that advances in data collection will provide benefits to consumers and challenges for insurers. Sources of data will come from many new directions ranging from government agencies at the state, county and local levels to data collected from cars via telematics. This additional insight will be essential for carriers as they work to figure out how to stay on top of emerging demographic trends, including the growing role women in the purchasing decision. Ultimately, all of this information presents an opportunity for insurers to gain a better understanding of customer needs and to better serve their clients.

Here are our three key takeaways from the conference:

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User Insights: iPhone Brokerage Apps [Slide Deck] PDF Print E-mail
Labels: User Research
Written by Alan Maginn   
Tuesday, 30 April 2013 15:47
User Insights: Brokerage iPhone AppsSince the launch of our User Research Services last year, Corporate Insight has conducted a series of usability studies focusing on various segments of the financial services industry. We are excited to announce that the next study in our User Insights series is due out in early-June and will address the usability of banking websites and iPad apps, with a strong focus on transaction interfaces.

Below, is our most recent usability study (released last fall) titled User Insights: iPhone Brokerage Apps. In this study, Corporate Insight's User Research team conducted small-scale usability tests on iPhone apps offered by Charles Schwab, E*TRADE, Fidelity, and Merrill Lynch focusing on design and core features like trade order entry and stock quotes.

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Crisis Communications – Boston Marathon Bombing PDF Print E-mail
Written by Marina Stein   
Monday, 29 April 2013 15:22
Boston Strong RibbonIt has been two weeks since the tragic events at the Boston Marathon. In that time, several financial institutions have taken to their websites to address the situation and offer their condolensces and support for the city of Boston. Below, we take a look at some of the different types of messaging our coverage firms posted online in the wake of this unfortunate incident:

Images, Notices and Contact Information
Citibank, Fidelity and MFS all posted images and/or notices online offering their condolences. AXA Equitable, Citizens Bank and TD Bank provided contact information to those affected by the attack at the Boston Marathon.
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April Mobile Trend: Mobile Card Rewards vs. Flash Deals [Infographic] PDF Print E-mail
Written by Daniel Gualtieri   
Thursday, 25 April 2013 11:02
Mobile Trend of the MonthLast week, American Express released version 4.0.0 of their iPhone app to the public. While its redesign was front and center, perhaps the biggest change was the inclusion of their Membership Rewards program within the app. This makes American Express one of three credit card issuers we cover (Bank of America and Capital One being the other two) who give customers a chance to redeem points or take advantage of deals within their main mobile banking app.

Corporate Insight's Mobile Trend of the Month for April focuses on the mobile apps offered by the three aforementioned credit card issuers and compares them to app offerings from flash deal giants Gilt, Groupon, and LivingSocial. How do credit card issuers stack up against established flash deal sites? Take a look at the infographic below to find out (click image for full screen view):

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Online Retirement Education Study: Examining Digital Planning Resources PDF Print E-mail
Written by Ian Lundahl & Drew Maresca   
Wednesday, 24 April 2013 16:29
Online Retirement Education: Examining Digital Planning ResourcesThe Online Retirement Education: Examining Digital Planning Resources study looks at the new, engaging practices retirement plan providers and annuity carriers are using to educate consumers and clients online. The study highlights a variety of digital resources being used by leading firms including video, interactive gaming, social media, podcasts and more.

The study features:
  • Key Findings analyzing the most effective and engaging digital resources and strategies being employed by leading firms across the retirement industry.
  • Colorful Screenshots highlighting best practices from industry leaders.
  • Industry Commentary on the current and future state of online retirement education.
Please use the button below to download the Online Retirement Education study:

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Bank of America Launches Next-Generation ATM with Video Teller Assistance PDF Print E-mail
Labels: Banking
Written by Marina Stein   
Wednesday, 24 April 2013 10:13
Bank of America LogoEarlier this month, Bank of America announced the launch of a new ATM with Teller Assist. The new ATMs offer a range of banking services and allow customers to speak directly with a teller via real-time video during regular and extended hours (see image below). Tellers will be able to provide support in both English and Spanish, can assist customers in cashing checks for an exact amount (including receiving change), and can help execute cash withdrawals in a variety of denominations ($1, $5, $20 and $100).
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