2014 Gold Monitor Award Winners Recap: Full Slide Deck Archive

Joy Pi
Mar 5, 2015

Corporate Insight's 2014 Monitor Awards were released in early February, recognizing financial services firms for excellence in the online user experience they offer prospects, clients and advisors. Over the past month, we released a series of slide decks highlighting the firms that received Gold Monitor Awards across nine industry segments within financial services. 

The slide decks highlight the Gold Monitor Award winning firms in each category and describe why their digital offerings were best in class. Use the links below to view each slide deck:

Topics: 2014 Gold Monitor Awards

February 2015 Trends & Highlights: Contests, Super Bowl Ads and Biometrics

Gabriella Huddart
Mar 4, 2015

TRENDING

  • Two Public Brokerage Sites Receive a Makeover – Both Morgan Stanley and Merrill Lynch Wealth Management revamped their public sites to feature tiled images, responsive design and much more contemporary appearances. While Morgan Stanley’s revamped site highlights the firm’s employees and proprietary research, the Merrill Lynch public site provides unique customization options and assessments that help users find education and research based on their individual needs and interests. Both sites represent clear departures from their antiquated predecessors, and are hopefully indicative of similar changes to come in the full-service brokerage space.
  • Contests and Giveaways Take Center Stage – Four firms across all our Monitor groups announced new contests and campaigns in February. The Principal Financial is currently promoting its annual Big Ten contest, giving public site users a chance to win a trip for two to the Big Ten Men’s Championship basketball game in Chicago on March 15. TD Bank is promoting a giveaway that provides new customers who open checking and savings accounts and enroll in online banking with a Fitbit FLEX through March 7. U.S. Bank is challenging customers to complete financial learning modules for entry in a contest which will award up to $60,000 in total prizes. Finally, USAA offered a #YourFutureYou social media contest which ran from February 2-15 and encouraged users to share up to six photographs with captions describing how they envision their future for the chance to win a $5,000 grand prize or one of two $200 prizes. Whether monetarily rewarding or simply entertaining, contests and social media campaigns are excellent means by which to encourage client engagement and brand loyalty.
  • Adding to the Toolbox – Our Mutual Fund Advisor Monitor reviewed three new tools across the firms in its coverage group this week. First, iShares released “Are ETFs Right for You?” – a rich media tool that employs a five-part questionnaire in order to gauge investors’ investing preferences and ultimately provide personalized information about the advantages of investing in ETFs. Second, OppenheimerFunds added a new Historical Prices module that functions as a fund comparison tool, assessing up to five funds at a time with results in both graph and chart format. Finally, Fidelity released a new Sector Investigator tool that allows advisors to test hypothetical assumptions against the phases of the U.S. business cycle/

Topics: Trends and Highlights

2014 Gold Monitor Award Winners: Annuities

Alisson Andrade
Mar 4, 2015

Corporate Insight's 2014 Monitor Awards are out! The awards honor financial services firms for excellence in the online user experience they offer prospects, clients and advisors. Throughout the month of February, we will be releasing a series of slide decks highlighting the firms that received Gold Monitor Awards. Each of the nine slide decks will focus on a specific industry within financial services.

The Annuity Monitor Awards recognize leading annuity issuers for excellence in the online user experience they offer their prospects, clients and advisors. Annuity Monitor Awards are given out across nine categories:

  • Public Homepage & Navigation
  • Public Education Resources
  • Public Product Information Offerings
  • Client Transaction Capabilities
  • Client Account Information
  • Client Statements
  • Advisor Tools and Calculators
  • Advisor Sales Materials
  • Advisor Illustration Systems

  
The slide deck highlights the Gold Monitor Award winning firms in each category and explains why their online offerings were best in class.
 

Topics: Annuities, 2014 Gold Monitor Awards

Oscar Pays You to Walk

Erika Fazekas
Mar 3, 2015

Oscar Healthcare Insurance has only been operating since July 2013, yet the New York-based company is already making an impression through innovative marketing efforts. The firm differentiates itself from traditional insurers by promising increased transparency, client-centric services and an emphasis on technology. In January of this year, the company began offering new clients a complimentary Misfit pedometer as an optional promotion.

 

Topics: Insurance, Healthcare

Pining for Pinterest in Financial Services

Joan Kagan
Mar 2, 2015

As a visual search engine and tool that represents a significant portion of internet activity by women and millennials, Pinterest provides a fascinating platform with potential for adoption by insurers and other financial services forms. In fact, the influence of Pinterest’s tiled design and ability to save information and graphics in a visual format is clearly evident in the design of several recently revamped sites, including Voya’s Saved Items feature. A recent Wall Street Journal article announced that Pinterest is on target for an $11 billion valuation. This is more than double the $5 billion valuation it received in May and is undoubtedly due to the firm’s recent embrace and creation of new advertising avenues. This year, Pinterest made significant changes to its search features, introduced Promoted Pins and announced that a Buy button is forthcoming. Also, in mid-February, the firm unveiled a partnership with Apple that allows iPad and iPhone users to install apps directly from Apple’s Pinterest board.

Topics: Social Media

Capitalizing on QLACs: Qualified Longevity Annuity Contracts Create New Opportunity for Firms to Sell Annuities

Joan Kagan
Feb 26, 2015

This past summer, the Treasury Department approved the inclusion of longevity annuities in both 401(k) plans and IRAs as part of its efforts, in partnership with the Department of Labor, to enhance Americans’ retirement security. By creating these new opportunities to buy and sell annuities, this regulation change opens up an entirely new avenue for the annuity business. Longevity annuities represent significant industry innovation as the first new annuity product type since the introduction of Deferred Income Annuities in 2004. Since the initiation of this regulation, Corporate Insight has conducted ongoing market research examining the industry for signs of new products and marketing changes that embrace this new annuity product type. However, both Annuity Monitor’s and Retirement Plan Monitor’s research indicates that these products are not being heavily marketed to prospects or advisors.

Topics: Annuities, Retirement

2014 Gold Monitor Award Winners: Brokerage

Matthew VanWagenen
Feb 25, 2015

Corporate Insight's 20134 Monitor Awards are out! The awards honor financial services firms for excellence in the online user experience they offer prospects, clients and advisors. Throughout the month of February, we will be releasing a series of slide decks highlighting the firms that received Gold Monitor Awards. Each of the nine slide decks will focus on a specific industry within financial services.

The E-Monitor Awards focus on online brokerage and are given out across nine categories:

  • Account Information
  • Education Center
  • News & Research
  • Online Documentation
  • Online Help
  • Product Range
  • Quotes
  • Trade Tickets
  • Tools & Calculators

 
The slide deck highlights the Gold Monitor Award winning firms in each category and explains why their online offerings were best in class.
 

Topics: Brokerage, 2014 Gold Monitor Awards

2014 Gold Monitor Award Winners: Advisor

Ankita Patel
Feb 24, 2015

Corporate Insight's 2014 Monitor Awards are out! The awards honor financial services firms for excellence in the online user experience they offer prospects, clients and advisors. Throughout the month of February, we will be releasing a series of slide decks highlighting the firms that received Gold Monitor Awards. Each of the nine slide decks will focus on a specific industry within financial services.

The Advisor Monitor Awards are given out across six categories:

  • Advisor Homepage
  • Navigation
  • Practice Management
  • Literature Ordering Systems
  • Commentary & Thought Leadership
  • Site Search

  
The slide deck highlights the Gold Monitor Award winning firms in each category and explains why their online offerings were best in class.
 

Topics: Financial Advisors, 2014 Gold Monitor Awards

Better Money Habits: The User Experience

Michelle Ammirati
Feb 24, 2015

As we covered in a previous post, Bank of America and Khan Academy’s educational partnership recently launched BetterMoneyHabits.com, a free tool for those in search of the financial basics. The site’s content is both helpful and informative, and the most important information is already summarized for users through the site’s printable Key Takeaways and interactive quizzes. For basic financial guidance, Better Money Habits is an effective tool.

Topics: Millennials, Banking, Financial Education

Around the Brokerage Industry: Acorns

Gabriella Huddart
Feb 23, 2015

Acorns is an innovative investment app that allows users to invest their spare change in a diversified portfolio. There is currently no web-based platform (though a website with background and help information is provided) and all investments are made solely through the free smartphone app, which is available for iOS 7 and 8, and on any Android device running 4.1 and higher. After connecting a debit card or credit card and checking account and completing a questionnaire, Acorns automatically recommends a stock portfolio that takes into account users’ age, time horizon, investment goals and risk tolerance. There are currently no account minimums or commissions associated with the app, though any account balance under $5,000 incurs a monthly fee of $1.00, and account balances over $5,000 incur a 0.25% yearly fee.

Topics: Around the Brokerage Industry, Brokerage

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