 The Spring 2013 Issue of Consulting Insights is now available! Our cover story presents our perspective on an issue that’s received media attention outside of the financial sector: same-sex marriage. As equal rights for LGBT Americans become closer to reality, we take a look at what strategies financial service firms are implementing to understand and address their particular needs.
This issue also shares findings on mobile security and person-to-person (P2P) payments from recent Mobile Monitor and Bank Audit research, respectively. We also review the winners of Corporate Insight’s annual Gold Monitor Awards.
Inside This Issue:
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As LGBT Rights Increase, So Do Financial Services Offerings
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Mobile Security Starts at Login
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Popmoney Outperforms in P2P Payments
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Usability Testing: Setting Benchmarks for Success
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2012 Gold Monitor Award Winners
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Retirement Plan Monitor
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 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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 In December, Financial firms kept busy by communicating to clients about the fiscal cliff, prognosticating about 2013 and introducing new mobile apps.
Fiscal Cliff Prompts Commentary Deluge
Politics continued to be a dominant topic on the minds of commentators across the online financial industry. In December, we saw firms cover the fiscal cliff from every imaginable angle. The “Fiscal Cliffhanger,” became a popular way to refer to the event in the mutual fund space. Lord Abbett got seasonally creative in asking, “Will the ‘Cliff’ Steal Christmas?” E*TRADE Financial created an entire Fiscal Cliff microsite that centralized articles with the stated intent of helping investors plan for volatility and opportunities.
All told, at least 20 firms addressed the cliff and how to prepare for it in December. We expect they will spend the next month discussing the tax deal and what investors can expect legislators to do about the debt ceiling and federal spending.
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 In November, financial services firms made strides in social media and continued to expand and improve upon their mobile offerings. We also witnessed a few mergers and acquisitions making their presence felt on the web.
Financial Planning and Social Media
Fidelity introduced two interactive financial planning resources in November. The firm brought planning to Facebook with a new Fidelity introduced two interactive financial planning resources in November. The firm brought planning to Facebook with a new FutureTimeline app that allows users to create financial goals, track their progress, and share goals with Facebook friends. The firm identifies default goals based on a user’s profile, and allows users to personalize them using names and photos from the user’s account and then creates a plan to meet the goals. The firm also used its Facebook page to promote a new Personal Economy sitelet with a Build Your Personal Economy tool that allows clients to view a visual snapshot of their economic standing in relation to the national and local average.
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