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Insights

In addition to our client-only and syndicated research, Corporate Insight publishes materials that are available to clients and non-client industry professionals alike. Collectively, we refer to these pieces as Insights.
 
The Insights umbrella covers our monthly Trends and Highlights summary of new developments in financial services; our quarterly Consulting Insights newsletter, which highlights work by our consulting team; and our most recent presentations, articles and white papers.
 
This page features our latest Insights, while the following pages contain a larger selection of materials in each of the three Insights categories.
April, 2012: Firms Unveil Helpful Features, Revamped Sites and More Mobile Capabilities PDF Print E-mail
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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March, 2012: Firms Unveil New Sites, Mobile Capabilities and Tax Promotions PDF Print E-mail

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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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Consulting Insights – Spring 2012 PDF Print E-mail
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:   
  • The Financial Services Industry Looks Beyond the iPad
  • An Interview with State Farm's Social Media Team
  • Auditing Planning Tools: The Industry Landscape since 2004
  • Trends in Online Investor Education
  • Corporate Insight Presents: Social Media Leaders 
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Image Gallery: 5 Steps to Customer-Friendly Online Insurance Quotes PDF Print E-mail
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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