In this edition of Credit Card Monitor, we look at public site search tools, focusing on the accessibility of the tools, usefulness of Search results, and the design of the results page. Even the most well-organized sites can contain so much content and levels of navigation that it may not be immediately apparent where site visitors can find what they’re looking for. Therefore, when it comes to a Search tool, we considered three main categories as it pertains to search capabilities – accessibility, usability and results. As we explored each issuer’s public site search tool capabilities, we focused on the following issues:
-
Where is the Search tool located?
-
What options are available within Search?
-
How many results are displayed per page, and are these results categorized?
|
|
Read more...
|
This month, we revisit our Small Business Card Monitor firms’ online expense reports offerings. Online expense reports continue to be a great service for business card holders, as they can help with filing taxes, setting company-wide budgets and tracking employee spending. Since our last look at online expense reports, we noticed more firms began offering this resourceful feature, while others made enhancements, making the feature more user-friendly and visually appealing.
|
|
Read more...
|
When mutual fund investors are logging into their private site accounts, many wonder about the health of their portfolios. Account performance analysis is a simple yet important way for firms to help clients assess their personal growth, and make informed decisions about planning for the future. This Mutual Fund Monitor Report analyzes the performance reporting available at the 17 firms in our coverage group, and our analysis focused on the following concepts:
-
Content
-
Accessibility
-
Presentation
|
|
Read more...
|
This Retirement Plan Monitor Report analyzed the login process for participants on their retirement plan sites. We assessed the location of login fields, as well as how stringent the requirements are to create, change and acquire a lost or forgotten username and/or password.
|
|
Read more...
|
|
This Broker Monitor Report provides an update of brokerage account fees. We list current account fees, minimums and various common service fees for basic brokerage and retirement accounts.
Since our last Account Fees report, published a year ago, we noted an overall increase in the number of fees. This year we included six additional fees that are frequently assessed by brokerage firms, but that were not included in last year’s report. We also included the brokerage account minimum balance. The six new fees are: Incoming/Outgoing Int’l Wire Transfers, Voluntary Corporate Action, Returned ACH Payment, Returned Deposit, Expedited Delivery Requests and Research & Legal Fees.
|
|
Read more...
|
This report reviews online ACH and wire transfer capabilities provided by e-Monitor firms. We reviewed the types of transfers clients can perform between their internal brokerage accounts and linked external bank accounts. We examined the transfer interfaces for usability and highlighted the transfer process by initiating and completing a transfer.
|
|
Read more...
|
To help minimize the confusion surrounding comparison shopping, some firms offer resources to make the process less daunting. Examples include educational articles, comparison charts and actual quote comparisons from competitors to ease the decision making process. This P&C Monitor Report evaluates the material firms make available to help new clients select an auto insurance provider.
Specifically, we evaluated the firms by the following criteria:
-
Types of Resources
-
Education
|
|
Read more...
|
|
|
|
|
