Corporate Insight Blog
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Written by Alex Filiaci
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Wednesday, 13 February 2013 10:42 |
 Financial firms rung in the New Year with economic and market outlooks for 2013 and a sober reminder to prospects and clients that it’s almost time for us all to pay our taxes. Firms also continued to address the fallout from the fiscal cliff and we saw a renewed interest from firms in the financial situation of the Millennial generation. Several firms introduced new promotions aimed at connecting and improving their relationship with this coveted audience.
2013 Economic and Market Outlook Commentaries Continue
2013 economic and investment outlooks were also popular commentaries in January. Sixteen firms in four Monitor groups provided prospects and clients with predictions about how they expect markets to perform in the New Year. BlackRock focused on the bond market with a video on “Positioning Your Fixed Income Portfolio in 2013,” but for the most part, firms took a broad approach to their 2013 outlooks.
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Written by Fred LaPolla
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Tuesday, 12 February 2013 16:41 |
 TIAA-CREF recently launched a new Asset Management site that focuses on institutional investors. Users who have visited the public TIAA-CREF site will be comforted to find a familiar format, while adding innovative features for the institutional sphere.
Strong Homepage
The Asset Management site homepage has a user-friendly design, providing easy access to numerous TIAA-CREF services while maintaining a strong visual layout. The top portion of the page is devoted to a promotional image display. Currently, the images promote the firm’s thought leadership, alternative investing and TIAA-CREF’s record of research-driven investment. Directly below the images, the firm offers a rotating news ticker, providing access to recent appearances in the news media, as well as access to the firm’s Investment Data Center. The bottom of the homepage organizes quick links, fund promotions, and promotional information about the firm into nine, easy-to-read cells.
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Written by Jeffrey Latzer
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Monday, 11 February 2013 16:24 |
 Corporate Insight's 2012 Monitor Awards were released in late January and recognize financial services firms for excellence in the online user experience they offer prospects, clients and advisors. Throughout February, we will be releasing a series of slide decks highlighting the firms that received Gold Monitor Awards. Each of the eight slide decks will focus on a specific industry within financial services. Monitor Subscribers: detailed client-only slide decks summarizing each Monitor Awards report are now available on the CI Client Site.
The Advisor Monitor Awards recognize asset management firms for excellence in the online user experience they offer their advisors. Advisor Monitor Awards are given out across six categories including:
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Written by Ian Lundahl
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Friday, 08 February 2013 11:22 |
 Recently, our Life Insurance Monitor released an in-depth report examining client login security practices across the life insurance industry. We are excited to offer you a slide deck summarizing the key findings from the report.
The slide deck features:
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Key findings and trends from the report
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Login Security best practices from the 14 leading insurers reviewed in the report
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Recommendations for further securing your firm's client login process
Use the button below to download the Life Insurance Monitor Login Security Practices Report Summary slide deck:
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Written by Ankita Patel
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Wednesday, 06 February 2013 12:36 |
Corporate Insight's 2012 Monitor Awards were released in late January and recognize financial services firms for excellence in the online user experience they offer prospects, clients and advisors. Throughout February, we will be releasing a series of slide decks highlighting the firms that received Gold Monitor Awards. Each of the eight slide decks will focus on a specific industry within financial services.
The E-Monitor Awards recognize brokerage firms for excellence in the online user experience they offer prospect and clients. Monitor Awards are given out across eight categories including:
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Written by Drew Maresca
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Tuesday, 05 February 2013 16:19 |
.png) February’s Retirement Plan Monitor report will focus on retirement mobile apps. The report is set for release in late-February.
Vanguard offers participants a good selection of account information and educational resources on their mobile apps. Vanguard’s apps are available on the Android, iPhone and iPad, making them one of the few firms in our Retirement Plan Monitor coverage group to offer an app for participants that is optimized for use on the iPad.
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