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Written by Dan Wiegand
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Wednesday, 19 June 2013 13:45 |
The following is an excerpt from our latest Mobile Monitor report titled Mobile Alerts: Account & Market Updates On-the-Go. Subscribers to our Mobile Monitor research service can access the full report by logging into the CI Client site and navigating to the “Mobile” tab.
 Scottrade provides an extensive Alerts center in its apps. In addition to separate inboxes for different alert types (e.g., Money Direct, Account, Price & News, Expiring Orders), clients can set up new alerts for stock/ETF data. The first step is to enter a symbol and pick an alert type – price threshold, percent change, daily change ($/%) or annual high/low. Any required inputs are on the next screen along with delivery options. Clients can choose between their email addresses on file with the firm. The alerts interface does not post data such as current price, although it does list existing alerts on the first input screen.
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Written by Fred LaPolla
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Tuesday, 18 June 2013 15:14 |
 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.
This slide deck is an easily digestible summary of the research and key findings from our recent guide – Asset Management and Social Media: A Guide to Social Marketing. The slide deck examines how leading asset management firms are making use of the most popular social networks – LinkedIn, Facebook, Twitter, YouTube and Google+ – and offers recommendations for firms looking to grow or optimize their overall social media strategy.
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Written by Fred LaPolla
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Monday, 17 June 2013 11:21 |
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.png) All eyes are watching Japan to see if Prime Minister Shinzo Abe’s policies can effectively lower the price of Japanese exports and help to kick-start the island nation’s economy. Across the asset management industry, thought leaders are focusing their attention on this hot global investing topic.
Here is a look at five commentaries and thought leadership pieces focusing on the Japanese economy released over the past month:
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Written by Daniel Gualtieri
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Thursday, 13 June 2013 14:27 |
 Apple’s announcement of iOS 7 has fans and the tech world buzzing. Apple claims iOS 7 to be “the world's most advanced mobile OS” with its brand new design and a comprehensive list of new features.
Regardless of whether iOS 7’s features are actually new or playing catch up to the Android, there are a number of capabilities in the update that financial service firms may be able to use to make their apps more user-friendly. The Apple iOS 7: Ideas for Financial Services Firms slide deck highlights the most valuable new features in iOS 7 and describes ways financial services firms can leverage these capabilities to improve the mobile user experience they offer consumers.
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Written by Alex Filiaci
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Wednesday, 12 June 2013 08:22 |
 In May, Allstate unveiled local blogs, to help promote agents in major cities. A number of firms introduced mobile resources. Fidelity released a new Windows 8 App and TD Ameritrade added a social network to their iOS apps. Chase released a new receipt capture capability, available to clients both online and via their mobile device. Finally, firms expressed their continued condolences to the victims of the Boston Marathon, and promoted campaigns to help with aid.
Allstate Introduces Local Blogs
Allstate unveiled a series of local blogs focusing on eight cities – Atlanta, Houston, Baltimore, Las Vegas, Chicago, Phoenix, Denver and Seattle. The blogs feature local news, and insurance tips and are filled with educational articles, a traffic report, a “city buzz” Twitter feed and quizzes. Snapshots of local agents are posted on the right column of the blog, displaying their name, office address, phone number, languages spoken, awards and a photo. Allstate is planning to roll out additional city blogs in the near future. Sample stories on the Atlanta blog include, “Well-maintained Tires Can Help Keep You Safe in Atlanta Traffic,” and “Zipcar to offer rentals at Hartsfield-Jackson.”
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Written by Matt Van Wagenen
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Tuesday, 11 June 2013 11:41 |
 The ability to move money between accounts held by a single client at a single bank is now universally offered by all firms tracked by Bank Monitor. However, the option to transfer money to external accounts – either owned by the same client or another person – is still being gradually implemented, with certain banks lacking the capability all together. Of the banks that do offer external transfer capabilities, many impose their own fees and limits depending upon the speed of delivery and the amount of money being transferred. The May Bank Monitor Report, External Online Transfers: Me2Me, P2P, and Beyond, discusses these limits and transfer capabilities.
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