Pride for Marriage Equality: Major Brands and Financial Institutions Celebrate

Michelle Ammirati
Jul 2, 2015

On June 26, the Supreme Court of the United States made a landmark 5-to-4 decision that same-sex marriage is a constitutional right. The ruling in favor of nationwide marriage equality lifted 13 state bans on same-sex marriage. Following the ruling, major brands took to Twitter and began releasing celebratory reactions; MasterCard and Visa are two of the major financial institutions to participate.

Topics: Social Media

CI In the News: June 2015

Jenna Lesnoy
Jul 1, 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 June as were quotes from several of our analysts. This month's coverage includes articles on topics like Pinterest for financial services, the expansion of mobile banking and new ways to attract millennials. Below are five articles we felt our readers would find particularly valuable:

Topics: CI In The News

Consulting Insights Summer 2015 Issue

Dan Wiegand
Jun 24, 2015

The Summer 2015 Issue of Consulting Insights is now available!  Our cover story shares survey findings related to the advisor-client relationship from our latest report, The Changing Face of Financial Advice: 2015 and Beyond. We also explore the latest trends in mobile account access and credit card reward redemptions, and provide a sample of key insights to improve content visibility from our Social Media Update.
Inside the Summer 2015 Issue:

Topics: Consulting Insights, Newsletter, Credit Cards, Financial Advisors, Social Media, Wearable Tech, Mobile Finance

A Win for Vanguard: Social Media Engagement Leads to Customer Satisfaction

Joan Kagan
Jun 18, 2015

Vanguard takes social media engagement to another level with its “Van” persona and friendly replies to comments on its Facebook page. Corporate Insight recently discovered that the firm even rewards its commenters! While conducting research for our upcoming June 2015 Annuity Monitor Report, we noticed Vanguard was offering an active commenter a free Vanguard t-shirt. A CI rep then enthusiastically joined discussion that subsequently led Vanguard to extend the same offer. The firm’s commitment to customer engagement, as well as its quick social media response time, is quite impressive.

Topics: Social Media

Banking over Computers, and over Coffee: Capital One 360's Hybrid Approach to Social Engagement

Javonni Judd
Jun 16, 2015

In the ongoing battle for customers, online presence is the occasional ally and oft-times blockade to firms hoping to wrangle real-time opinions, praises and meaningful engagement of customers and prospects. Most banks take to social media and websites to promote their volunteer efforts, community work and announcements or promotions for banking features and products alike. Often, glossy ad photos, videos and reposts constitute a large part of the banks’ social engagement with the Facebooking and tweeting public. Even more often, these pages become a haven for complaints and personal information overshare from customers as firms struggle to engage the audience to sing their praises and visit their sites.

Capital One 360 (né ING), however, stands out for its innovative and highly personal #my360 campaign online, presenting customers with a personalized perspective of the ins and outs of banking, along with the physical café-branch hybrids where associates help with account and banking needs. The posts and statuses are excellent tie-ins with the personal banking services available at its cafés across the country. Associates are featured frequently on its Facebook and Twitter accounts, with cheery quotes and descriptions of their interests and customer highlights.

Topics: Banking, Social Media

Slide Deck: Credit Card Matrix - Q1 2015

Keith Horbert
Jun 11, 2015

As part of our Monitor Services, Corporate Insight provides clients with a quarterly analysis of key features and/or products, presented in the form of a matrix.The two Credit Card Monitor matrices give our clients an in-depth view of the online platforms and offerings of the major U.S. issuers, analyzing information from over 150 credit cards and 10 Major credit card companies.

Topics: Slide Decks, Credit Cards

May 2015 Trends & Highlights: New Apps, Chip Technology and Calculators

Michelle Ammirati
Jun 10, 2015


  • Abundance of New Apps and Capabilities – Firms launched a flood of new apps and capabilities including Apple Watch and Android Wear smartwatch apps from USAA. Three firms – T. Rowe Price, MassMutual and John Hancock – released new apps for iPad, Apple and Android devices, and iPhone and iPod touch, respectively. The T. Rowe Price Personal iPad app streamlines personal, business and workplace accounts for investors. RetireSmart, the new MassMutual app, offers plan participants access to their defined contribution plan details through dashboard and balances screens. John Hancock introduced a new Vitality App, which allows users to earn points gained from physical activity. Two of many new mobile capabilities include Ally Bank’s launch of a voice-enabled assistant, Ally Assist, designed to answers questions and guide users through the app – the first such technology we’ve seen in the Bank Monitor coverage group. Capital One introduced a new customization capability – Groups – to its Wallet app, allowing clients to categorize transactions
  • Spotlight on Rewards Cards – In Credit Card Monitor, we noted three new rewards cards. American Express released the Plenti Rewards Card, a cobranded loyalty card earning clients one point per dollar spent at specific major merchant and retail locations. Citicards launched a premium version of its AT&T Card that features ThankYou points, while Discover introduced a co-branded cashback card with NHL team logo customization and NHL store discounts
  • Chip Technology Makes Its Way to Consumer Pockets BB&T, Chase and PNC announced the arrival of Chip Card Technology. All credit and debit card products for the firms will soon feature chip technology that allows clients to use their cards more securely at chip-enabled terminals. Chase announced that it will upgrade ATMs to comply with the updated cards.
  • Calculators Aplenty – Three firms – Franklin Templeton, MassMutual and Allianz Life – introduced new calculators. Franklin Templeton released six new calculators to enhance its investor college planning resources. To determine the number of Mondays left until they can retire, MassMutual clients can use the firm’s new calculator, and watch related videos. Allianz Life introduced an Index Advantage Variable Annuity Calculator with a three-step process, and automatically loading results.

Topics: Trends and Highlights

Visa Checkout Expands with New Retailers and Marketing Programs

Jenna Lesnoy
Jun 9, 2015

Last July, Visa introduced Visa Checkout, the company’s own online payments service for desktop and mobile devices. The service is meant to simplify the online purchase process by allowing Visa card holders to use a Visa Checkout ID on purchases at select merchant websites. Consumers have the option to use Visa Checkout at many online retailers that range from apparel to electronics, specialty items and travel.  Recently, Visa expanded its service by adding new merchants to the program in the U.S., Canada and Australia. These merchants include Dunkin’ Donuts, Fandango, Williams-Sonoma and Sundance Catalog in the U.S., Pizza Hut in Australia, and several others throughout the three countries.

Topics: Credit Cards, Marketing

Who Will Insure My Self-Driving Car?

Sean Cunningham
Jun 8, 2015

Google took a major step towards their goal of creating a fully efficient self-driving car with their recent announcement that a select number of Google’s own two-passenger model will transition from test tracks to actual roads. This is an important moment for Google’s self-driving car project, which has previously only implemented this technology on a select few Lexus RX350 SUVs.

Topics: Property & Casualty Insurance

CI In the News: May 2015

Jenna Lesnoy
Jun 4, 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 May as were quotes from several of our analysts. Research from our latest study, The Changing Face of Financial Advice, was discussed in several pieces. Below are five articles we felt our readers would find particularly valuable:

Topics: CI In The News

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