 August Trends & Highlights Summary
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Back-to-school season was a popular marketing theme this month. Three firms referenced this theme in 529 promotional images while Discover offered free one-day shipping through Amazon on back-to-school items.
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Mobile continues to be a popular topic among financial services firms. Several firms added Remote Deposit Capture in August while Alliance Bernstein released its first iPad app.
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August Site Revamps: American Funds and TD Bank client sites, Prudential advisor site and The Hartford public site.
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Welcome to the Summer edition of Consulting Insights, where Corporate Insight’s Consulting Services team analyzes emerging financial industry trends.
In a traditionally slow time for the financial services industry, this issue focuses on new and potentially disruptive companies. We provide some key findings from volume two of our Advancing Financial Advice Guide on online alternatives to traditional investment advisors and firms. We also interview Leo Rocco, CEO of mobile payments company GoPago.
This issue also shares some interesting data points from Corporate Insight’s recent Bank Customer Survey Report, and provides a case study on the benefit MetLife’s Facebook profile has seen from a high-profile advertising campaign.
Inside this issue:
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Understanding New Online Investment Alternatives
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Examining Client Satisfaction: Bank Customer Survey
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MetLife Finds Social Success through Traditional Advertising
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Mobile Innovation for Small Business: An Interview with GoPago CEO Leo Rocco
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Corporate Insight Presents: Mobile Monitor
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Welcome to the Summer edition of Consulting Insights, where Corporate Insight’s Consulting Services team analyzes emerging financial industry trends.
In a traditionally slow time for the financial services industry, this issue focuses on new and potentially disruptive companies. We provide some key findings from volume two of our Advancing Financial Advice Guide on online alternatives to traditional investment advisors and firms. We also interview Leo Rocco, CEO of mobile payments company GoPago.
This issue also shares some interesting data points from Corporate Insight’s recent Bank Customer Survey Report, and provides a case study on the benefit MetLife’s Facebook profile has seen from a high-profile advertising campaign.
Inside this issue:
-
Understanding New Online Investment Alternatives
-
Examining Client Satisfaction: Bank Customer Survey
-
MetLife Finds Social Success through Traditional Advertising
-
Mobile Innovation for Small Business: An Interview with GoPago CEO Leo Rocco
-
Corporate Insight Presents: Mobile Monitor
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Alan Maginn, head of social media research at Corporate Insight, was a presenter at the 2012 LIMRA Social Media Conference for Financial Services. The presentation titled Social Media & Financial Services: Content, Audience and Engagement offers a look at the current state of social media across financial services and highlights industry best practices.
The slide deck from Alan'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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