 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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Welcome to the Fall edition of Consulting Insights, where Corporate Insight’s Consulting Services team analyzes emerging financial industry trends.
This issue highlights some of our latest research initiatives. Our cover story shares findings from our 2012 Mobile Finance Survey, focusing on who industry executives see as mobile leaders and the overall pace of development. We also discuss the key findings from our initial look at DC plan websites for Retirement Plan Monitor.
Our last two articles return to popular topics. We explore the new course active trader platform development has taken. We also share our conversation with David Moreno, CEO of Spanish online investment startup impok.
Inside this issue:
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The Inside View on Mobile Leaders & Development
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DC Plan Websites Address the Retirement Challenge
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Active Trader Platforms Go Inclusive
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The Eurozone Startup Perspective: An Interview with impok CEO David Moreno
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Corporate Insight Presents: Retirement Plan 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:
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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 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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Welcome to the Winter edition of Consulting Insights, where Corporate Insight’s Consulting Services team analyzes emerging financial industry trends.
Our cover story returns to the topic of social media, previewing the grading criteria for our upcoming Social Media Leaders report. We also highlight our team’s recent research for our new Mobile Monitor service and the re-release of the Bank Website Audit. Corporate Insight’s Property & Casualty Insurance Monitor team also contributes an article discussing trends in interactive coverage tools.
Please feel free to circulate this publication to your colleagues. We hope you find this issue informative and encourage you to contact us to discuss how we can help you improve your business performance through competitor insights.
Inside This Issue:
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Social Media Leaders
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Top-Rated Mobile Apps
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P&C Insurance Firms Go Interactive
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ATM Locators: Then & Now
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Presenting Mobile Monitor
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