Financial firms focused on assisting clients in April, with 7 firms implementing customer service-related features. Firms also continued the trend of releasing new sites, with a number of private site revamps taking place. Similarly, firms chose to revamp product sections and homepages as well. Additionally, firms also continued to unveil and promote their mobile capabilities
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Financial firms shifted their attention to unveiling new websites in March, with five firms implementing significant changes and one more announcing changes to come. Firms also continued the trend of offering on-the-go accessibility by unveiling new mobiles apps and sites. Additionally, firms also continued to release tax-related promotions as Tax Day nears.
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Welcome to the Spring Issue of Consulting Insights, where Corporate Insight's Consulting Services team analyzes emerging financial industry trends.
In this issue, we revisit the mobile tablet space. A year ago, we discussed the industry's first iPad apps. Today, these early adopters are starting to embrace Android tablets. We also share insights from our interview with State Farm's social media team, conducted as part of our Social Media Leaders report research.
The Spring issue also looks at several brokerage topics. We examine the evolution of planning tools in the brokerage industry using benchmarking data from our Brokerage Website Audit and also discuss the latest developments in brokerage investor education.
Inside this issue:
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The Financial Services Industry Looks Beyond the iPad
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An Interview with State Farm's Social Media Team
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Auditing Planning Tools: The Industry Landscape since 2004
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Trends in Online Investor Education
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Corporate Insight Presents: Social Media Leaders
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The user experience experts at Corporate Insight offer five ways to generate a customer-friendly online insurance quote and evaluate six carriers' websites based on the consultancy's top best practices.
Click here to view the slideshow... |
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