 Welcome to the Spring-Summer edition of Consulting Insights, where Corporate Insight’s Consulting Services team analyzes emerging financial industry trends. Our cover story focuses on the way financial institutions are coping with the trade-off between customer convenience and online security, a perennial industry challenge. This issue also features articles about online brokerage widgets, some interesting financial iPhone apps and an overview of some of the navigational problems among the websites we recently assessed for our Plan Sponsor Website Audit.
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Speed vs. Security: Understanding the Tradeoffs of Online Fraud Prevention
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Diagnosing Plan Sponsor Website Navigation Problems
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Online Brokerage Widgets: Core Functions at Your Fingertips
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Financial Institutions Leverage iPhone Hardware
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Corporate Insight’s Website Audit
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W elcome to the Fall edition of Corporate Insight’s Consulting Insights, a quarterly publication that analyzes the competitive landscape of the retail financial services industry.
Our cover story draws from our most recent syndicated study and talks about the importance of effective presentation techniques when offering online educational content. We also talk about how brokerages and mutual fund firms are using social media and look at how firms are educating investors in the "Nearing Retirement" age group.
In addition to these articles, we also provide an explanation of our comprehensive Brokerage Website Audit, which helps you compare the performance of your website against competitors.
Inside this issue:
- Smart Presentation Techniques Enhance Online Education
- Brokerage Firms Help Active Traders Get Social
- Mutual Fund Firms Cautiously Test Social Media Waters
- Brokerages and Banks Prepare Clients for Retirement
- Understanding Corporate Insight's Website Audit
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 In this edition, we discuss the current state of wireless banking, continuing the theme we began in our last issue when we discussed wireless brokerage. We also talk about two new “coaching” programs offered by optionsXpress and thinkorswim, firms that target do-it-yourself active traders. Finally, we offer a quick piece about social bookmarking sites, a low-cost way for firms to dip their toes into social media, a subject we’ve previously covered in this newsletter and one that we analyzed in depth in our recent report, Social Media: Trends and Tactics in the Financial Services Industry.
- After Growing Pains, Mobile Banking is Hot Again
- New Tool of the Trade: Investing Coach
- Social Bookmarking: A First STep Toward a Social Media Strategy
- Corporate Insight's 2009 Monitor Research Agenda
- Introducing Small Business Card Monitor
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Welcome to the Spring edition of Corporate Insight’s Consulting Insights, a quarterly publication that analyzes the competitive landscape of the retail financial services industry.
Our cover story focuses on account aggregation, a service revitalized by several third-party websites like Mint and Cake Financial. The remainder of this issue focuses on marketing trends and tactics in our industry, including promos at the ATM, stimulus-related marketing and the brokerage industry’s
efforts to combat investor malaise.
In addition to these articles, we also provide you with an overview of our new syndicated study, Consumer Financial Education Today : Best Practices, which will be released this July. Please feel free to circulate Consulting Insights to your colleagues, who can register at www.corporateinsight.com/insights for future quarterly editions.
We hope you find this publication useful and encourage you to contact us to discuss how we can help you improve your business performance through competitor insights.
Inside this issue:
- Aggregation 2.0: Third-Party Websites Revive the Concept
- ATM- A Tool for Marketign
- Stimulus 2009- A Promotional Opportunity
- Recession Marketing Emphasizes Consumer Control, Change of Direction
- Introducing Consumer Financial Education Today: Best Practices
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 Our cover story focuses on recent developments in the field of mobile investing, a phenomenon driven by a new generation of wireless devices and wireless brokerage platforms. This issue also features an interview with Alexander Gallas, Head of Internet & Service Management at DWS Investments, formerly DWS Scudder. We discuss the firm’s innovative new website, launched as part of the DWS’s recent re-branding. Finally, we take a look at Boulevard R, a firm that promises affordable and objective financial planning via the Web for those investors that fall short of the “mass affluent” label.
- Take Two for Wireless Brokerage?
- New DWS Site Looks Beyond Industry for Inspiration
- Boulevard R: Financial Plans for the Masses
- Introducting Corporate Insight's New Social Media Study
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