Next-Generation Investing 2015: Latest Study Now Available

Sean McDermott, Johanna Hife, Corey Limmer
Oct 8, 2015

Next-Generation Investing 2015: Digital Advice Matures is now available! Our new comprehensive study focuses on the leading investing and personal-finance related startups in the digital advice industry. The study will cover the past, present and future of these fintech startups and will provide particular value to firms facing the decision to buy, build or white-label a new financial technology solution.

Topics: Next-Generation Investing, Syndicated Studies

Slide Deck: Annuity and Life Insurance Product Update - Q3 2015

Joan Kagan
Oct 8, 2015

Our quarterly Annuity and Life Insurance Product Update reviews new products released by annuity carriers and life insurers over the last quarter. To view past updates, check out the archive.

Inside the slide deck, we provide a rundown of the new products introduced on the firms’ websites in the third quarter of 2015, and highlight their key features.

Topics: Slide Decks, Life Insurance, Annuities, Annuity and Life Insurance Product Updates

Around the Industry: Kapitall

Eric Stahler
Sep 22, 2015

Founded in 2008 by former video game entrepreneur, Gaspard de Dreuzy, Kapitall Inc. looks to combine the worlds of online gaming and investing. Based in New York City, the new-aged brokerage firm offers an interactive investing platform that boasts the research tools and trade offerings of a traditional brokerage site, paired with the design of a PlayStation game. Users can practice trading through the firm’s virtual portfolio (of up to $100,000), or for more experienced investors, can trade live securities beginning at $7.95 per trade. The firm also offers robo-advised accounts with a $500 minimum that are fee free until 2016, at which point clients will pay an annual 0.50% fee.

Topics: Around the Brokerage Industry

August 2015 Trends & Highlights: Market Volatility, New Products and U by BB&T

Michelle Ammirati
Sep 17, 2015


  • Firms Address Market Volatility  A number of firms issued commentaries dedicated to the stock market’s instability at the end of August. Schwab included a link to an Insights article on the private site, while Fidelity, TD Ameritrade, and Vanguard took to banners on their public sites to address the issue. Fidelity included webcasts, videos and articles on the market turmoil, which the firm also provided in an update on the private site. TD Ameritrade included a banner leading to the firm’s blog with information on how to handle market instability. Vanguard provided a public homepage banner promoting a video featuring Chief Global Economist Joe Davis discussing the economy and short-term interest rates.
  •  New Mobile Features Arrive with More Coming Soon  While Citizens Bank added Touch ID and PIN Login to its iPhone capabilities, Liberty Mutual and State Farm integrated Apple Pay into their iOS mobile apps. TIAA-CREF introduced an iPad optimized app with a new dedicated Message Center, the ability to upload documents for advisors and the ability to view and compare personal versus employer contribution amounts. Discover now lets users view their FICO score and credit score history with both iOS and Android devices, as well as factors that can help improve their score. Morgan Stanley enhanced their mobile app for clients by providing greater research capabilities and expanded account information, while USAA announced its intent to provide Android Pay soon.
  •  New Products and Tools Close Out the Summer  The month of August saw a number of new products and tools across the board. SunTrust overhauled its deposit suite by changing checking and savings products and redesigning both sections of the public site. RBC added a new Visa Platinum Debit Card featuring chip technology, while Farmers introduced a points-earning Rewards Visa Card. MassMutual added four planning tools, including a Lump Sum vs. Rollover Analyzer, while Voya upgraded its MyOrangeMoney retirement tool by adding Social Security into the income projection.


Topics: Trends and Highlights

Next-Generation Investing 2015: Digital Advice Matures Study Preview

Sean McDermott, Johanna Hife, Corey Limmer
Sep 16, 2015

Next-Generation Investing 2015: Digital Advice Matures is our new comprehensive study on the leading investing and personal-finance related startups in the digital advice industry. The study will cover the past, present and future of these fintech startups and will provide particular value to firms facing the decision to buy, build or white-label a new financial technology solution.

Topics: Next-Generation Investing, Syndicated Studies

What Retirement Planning Resource do Participants Value the Most?

Ciara Rafferty
Sep 9, 2015

According to the 16th Annual Retirement Survey from the Transamerica Center for Retirement Studies, participants think quarterly statements are the most helpful resource for retirement planning, saving and investing. The survey shows that the perceived helpfulness of quarterly statements increased from 74% in 2014 to 85% in 2015. Respondents also preferred online tools and calculators, which increased 18% from 2014 to 83%. Other online resources such as educational articles and videos, workshops and webinars, informative emails and mobile apps saw increases in perceived helpfulness as well. 

Topics: Retirement, Statements

CI In the News: August 2015

Jenna Lesnoy
Sep 3, 2015

At Corporate Insight, we are always happy to discuss our latest research, thought leadership and findings with the press. Our analysts are frequently quoted in major media and industry publications including The Wall Street JournalFinancial TimesIgnites and The New York Times to name a few.

Our research was featured in a number of articles in August as were quotes from several of our analysts. This month's coverage includes several articles on the future of robo advisors, preceding our new study Next-Generation Investing 2015: Digital Advice Matures. Below are five articles we felt our readers would find particularly valuable:

Topics: CI In The News

Mobile Innovators 2015: Study Preview

Dan Wiegand
Aug 18, 2015

Corporate Insight is proud to announce the release of our latest study, Mobile Innovators 2015! The study reviews the digital experience offered by leading financial apps in the payments, banking and investing space. We offer an inside view of the mobile design and capabilities offered by industry disruptors, giving established firms competitive insights to improve customer satisfaction and loyalty.

Topics: Study Preview, Syndicated Studies, Mobile Finance

Are you Physically and Fiscally Fit? Life Insurers Challenge Clients to 4.01k Races

Justin Suter
Aug 13, 2015

Millions of Americans are at risk of running out of money in retirement as, in general, Americans are living longer but saving less. This worrisome phenomenon has sparked a new trend that is beginning to take root in the life insurance industry: the sponsorship of 4.01k races, road races stretching 4.01 kilometers, or about 2.5 miles. Companies such as Prudential, Edward Jones and Nationwide have committed to sponsoring these aptly named fun runs to raise awareness for retirement savings.

Topics: Life Insurance, Retirement

Slide Deck: P&C Matrix - Q2 2015

Keith Horbert
Aug 12, 2015

As part of our Monitor Services, Corporate Insight provides clients with a quarterly analysis of key features and products, presented in the form of a matrix. The P&C matrix gives our clients an in-depth view of the available features and product offerings of the major U.S. issuers, analyzing information from over 15 major insurance companies.

Topics: Slide Decks, Property & Casualty Insurance

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