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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.
December 2012 Trends & Highlights – Fiscal Cliff, Predictions for 2013 and Holiday Giving PDF Print E-mail
altIn 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.

November 2012 Trends & Highlights – Financial Planning on Facebook & Merger Messaging PDF Print E-mail
altIn 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.

October 2012 Trends & Highlights – Crisis Communications, Election Impact and Football PDF Print E-mail
In October, retail financial services firms once again demonstrated expertise in crisis communication as Hurricane Sandy became a pressing issue. The storm adversely affected millions of clients of the industry and shut down a number of financial institutions in New York City. Our Monitor groups tracked the industry’s online response to the storm. Also in October, the national elections continued to be a topic of importance for investment firms. On a lighter note, bank and credit card companies offered football tickets as part of promotions.
Property Insurance Report Conference Presentation: Navigating Consumer Needs on the Internet PDF Print E-mail
Corporate Insight attended the 2012 Property Insurance Report National Conference in Monarch Beach, CA hosted by Brian Sullivan of the Risk Information Group. The conference is a highly regarded event for the property insurance industry where leading carriers and researchers share insights into major trends facing the industry. 

Michael Ellison, President of Corporate Insight, presented at the conference. Mr. Ellison’s presentation titled Navigating Consumer Needs on the Internet analyzed best practices among property insurance carriers and other leading firms across the financial services industry.  He showcased 25 best-in-class examples of how leading property insurers are effectively using the online and mobile channels to engage and better service their clients.

The full slide deck from Mike's presentation is posted below and available for download. For more thought-provoking presentations from Corporate Insight, please check out our SlideShare page.
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