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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.
Corporate Insight's January 2011 Newsletter PDF Print E-mail

Several Firms Introduce New Mobile Apps

Money on the MoveMobile apps are quickly becoming a key offering by some discount brokerage firms. In recent weeks, Charles Schwab, E*TRADE Financial and Fidelity all introduced new trading apps. Charles Schwab offered an iPhone app and the latter two firms introduced an Android app for their existing mobile platforms.

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Mobile Banking Overview: Banks Now Offering Solutions for Every Device

In addition to looking at brokerage mobile apps, we cover what's available in the banking space. After several years of bold promises and product development by firms throughout the banking world, Mobile Banking is now an almost standard offering among large firms. In December's Bank Monitor report, we take a look at the various mobile solutions currently available from Bank Monitor firms, comparing and contrasting the options and features available to account holders.

Click here to read an overview of the report 

Firms Close the Year with Site Upgrades, Promise of New Products in 2011

The holiday season was a busy time for firms trying to wrap up the year with site upgrades, new tools and plans for 2011. In December, brokerage firms continued to acknowledge cost basis accounting changes brought on by the EESA on their websites. Also last month, several banking firms unveiled enhanced online payment interfaces, and some also showed their compliance with recent overdraft policy regulation changes by introducing new related online options. In addition, more banking and brokerage firms launched iPhone and Android applications.

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Discover's Card Builder Puts Prospects in Control

credit_cardAs a part of the pursuit of new prospects and potential card holders, many firms have introduced ways for users to customize their card experience. Attempts to offer meaningful customization to clients - with the end goal of making them use that particular card more - have been around for years. One long-standing customization option at many firms has been the ability to select a specific payment date or for card holders to choose a unique card image. Other card issuers have introduced optional Contactless Payment capabilities or created rewards choices to help build brand loyalty. Currently, one firm goes above and beyond the rest in terms of allowing prospects to customize their card accounts, allowing new clients to select not only a card image and desired rewards program, but further enabling them to select many of the terms for their card: Discover.

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In The News

newsBelow are several news articles that have been published during the past month that you might find interesting.