Corporate Insight Blog
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Written by Dan Wiegand
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Tuesday, 14 May 2013 11:47 |
 This article first appeared in the ABA Banking Journal.
Today's world seems to be dominated by technology, particularly among younger generations that are fast rising in prominence. While financial service firms still compete with each other for market and wallet share, as an industry they struggle to draw customers' eyes away from Facebook or their iPhone.
However, the industry does not have to see the tech sector as a threat. Credit card issuers such as American Express and Discover have been leaders in finding ways to partner with tech companies, integrating their capabilities onto the websites and apps their clients are already using. Here, we highlight two of those partners: Amazon and Apple.
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Written by Nick Foster
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Monday, 13 May 2013 09:54 |
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 Over the month of April, a number of asset management firms released new tools and calculators, many of which reflect a growing trend. These new tools tend to be very small and simple, serving more to promote a product or illustrate an investment concept rather than fitting the mold of traditional online calculator. Two good examples of these online resources are Putnam’s Municipal Bonds vs. CD tool and Eaton Vance’s After-Tax Growth Calculator.
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Written by Alex Filiaci
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Thursday, 09 May 2013 14:25 |
 The Millennial Generation – or Gen Y – grew up during the dot-com bust and the Great Recession. They’ve also come of age when the annual cost of a public four year college has doubled, and housing prices have more than tripled on average. These economic conditions have reshaped this generation's saving and spending habits and significantly influenced their impression of the financial services industry.
Corporate Insight's new whitepaper, The Millennial Opportunity: Marketing Financial Services to the Digital Generation, examines the marketing tactics, strategies and online resources leading financial institutions are using to connect with Millennials. The whitepaper reviews the first attempts that firms throughout the industry have made to connect with Millennials and also offers advice to help guide your firm's marketing efforts.
The whitepaper features:
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Case studies analyzing three different approaches to Millennial marketing from top financial services firms.
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Commentary on the future of Millennial marketing within financial services.
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Recommendations to optimize your firm's Millennial marketing campaigns and outreach.
Please use the button below to download your free copy of the The Millennial Opportunity: Marketing Financial Services to the Digital Generation whitepaper:
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Written by Alex Filiaci
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Wednesday, 08 May 2013 08:11 |
 In April, three financial firms in our Life Insurance Monitor coverage group released research on how women invest and save. The studies focused on affluent Hispanic moms, women in retirement plans and investment education for teenagers. Our P&C Insurance Monitor covered a book published under the auspices of the Geico Gecko. Finally, retirement plan websites added new interactive resources.
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Written by Nick Moran
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Tuesday, 07 May 2013 12:42 |
 With the majority of the brokerage firms in our e-Monitor coverage group (17 of 19) now on Twitter, we decided to take a closer look at how these firms are using their Twitter accounts. We found that many of the brokerages we examined are active on Twitter, tweeting and retweeting valuable information to users. However, there is still room for improvement, especially in the areas of response rates and account verification.
The infographic below highlights key Twitter usage and behavioral trends among the 17 leading brokerages we examined (click for full screen image):
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Written by Daniel Gualtieri
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Monday, 06 May 2013 12:58 |
 Farmers Insurance recently overhauled its iPhone app, iFarmers, with a new user interface and improved functionality. Once clients log in to version 2.0.00, they will immediately notice a greater selection of options and a cleaner layout.
New Mobile Features
The iFarmers app has greatly increased its functionality, now allowing customers to add payment cards and bank accounts, request policy changes, view their current bill and payment history, update contact information, and enroll in paperless delivery. These new features are welcome additions, specifically the ability to view current bill and payment history, as many mobile users are primarily using financial and insurance apps to access account information on-the-go.
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