Corporate Insight Blog
|
|
Written by Michael Ellison
|
|
Thursday, 30 May 2013 08:59 |
 Noted technology analyst Mary Meeker has posted a new presentation that looks at trends in mobile, internet, and broader changes in technology. It's well worth the time to review and digest.
|
|
Read more...
|
|
Written by Alex Filiaci
|
|
Wednesday, 29 May 2013 13:13 |
 When Jeopardy champion Ken Jennings lost to Watson, IBM’s question-answering supercomputer, he jokingly declared “I for one welcome our new computer overlords.” Luckily, for all of the carbon-based life forms in the room, we have found a way for Watson to serve us – as a customer service agent.
Forbes recently reported that several companies, including financial services firm RBC, will partner with IBM to roll out an “Ask Watson” feature that will help enhance the user experience for a variety of customer service channels: online chat, email, mobile and SMS. The service might eventually include voice recognition as well. Below, we review of some of the digital answering services that already exist on brokerage websites.
|
|
Read more...
|
|
Written by Nick Foster
|
|
Wednesday, 29 May 2013 09:34 |
 Our new Around the Industry series will review the websites and digital resources offered by leading financial services firms that fall outside of our Monitor Services coverage groups. Our first installment comes from our Advisor Monitor team and looks at Calvert Investments.
Calvert Investments is a Maryland-based firm that places special emphasis on socially and environmentally responsible investing, even maintaining its own Calvert Social Index to measure the net performance of sustainable companies. We reviewed Calvert’s online and social media charitable resources last year. Below, we examine the Calvert Investments public website.
|
|
Read more...
|
|
Written by Andrew Way
|
|
Tuesday, 28 May 2013 11:22 |
 Life Insurance Monitor focuses on the online and offline user experience leading life insurers offer prospects, clients and advisors. Below is a slide deck summarizing our December 2012 Life Insurance Monitor report – Client Login Access: Private Site Login Security Processes.
The report reviews the client login process offered by 12 leading life insurers. The slide deck offers a look at key findings from the report, highlights login security best practices from industry leading firms and offer recommendations for improving your firm’s login security.
|
|
Read more...
|
|
Written by Daniel Gualtieri
|
|
Wednesday, 22 May 2013 13:15 |
 April’s Mobile Trend of the Month focused on the deals that can be selected within credit card issuer’s iPhone apps. While the firms reviewed did an excellent job with a smaller screen, the iPad’s larger display better lends itself to online shopping. A good example of this is the Shop Discover section of Discover’s iPad app, which allows card holders to take advantage of deals, coupons, and Cashback Bonus offers from over 200 retailers.
|
|
Read more...
|
|
Written by Fred LaPolla
|
|
Tuesday, 21 May 2013 12:40 |
 Fidelity Investments redesigned its Mutual Fund Evaluator tool with simplified controls and expanded results to help make it easier for investors to find the investment products ideal for their needs. Fidelity offers a video tour, to better acquaint investors with the changes.
|
|
Read more...
|
|
|
|
<< Start < Prev 1 2 3 4 5 6 7 8 9 10 Next > End >>
|
|
Page 3 of 117 |
