Financial Services Cases, Items 1 to 50

"Financial Services Cases" includes 270 items
This page contains items 1 to 50

1. Insurers Proceed on Social Media, With Caution, by Katherine Burger, Insurance & Technology, 10-12-2009 Although insurance executives see real potential in Web 2.0 to support agents and distributors, they're still waiting for hard evidence of the true business value of social media, Burger writes.
2. Mint.com Uses Email as a Personal Finance Tool, by Elizabeth Glagowski, 1 to 1, 11-30-2009 Mint.com sends targeted email marketing campaigns to its 1.6 million users to get the word out about new products and services, special promotions, or company updates. It also sends opt-in users a weekly summary of their account at a glance.
3. Fifth Third Bank Expands Footprint With Web-Based RDC Offering, by Nathan Conz, Bank Systems & Technology, 10-15-2009 By shifting to a thin-client remote deposit capture (RDC) offering, Fifth Third Bank has been able to accelerate efforts to grow deposits and expand its geographic footprint, Conz reports.
4. InformationWeek 500: Progressive's 'Name Your Price' Hits Home With Customers, by Andrew Conry-Murray, Information Week, 9-15-2009 Conry-Murray describes how insurer uses Flash-based Web application to invert typical car insurance shopping process: customers start by inputting the price they want to pay rather than navigating coverage options
5. It’s Your Money, and Mint Helps You Manage It, by Gary M. Stern, Information Today, 10-1-2009 Mint.com serves as an online financial management system, helping people see their money, where it is, how they're earning and spending it, and what they can do to save more of it, Stern reports.
6. Can Social Media Help Make Microfinance Sustainable?, by John Liebhardt, Global Voices, 9-21-2009 Can technologies help reduce poverty in developing countries? Liebhardt reviews Kiva, that claims to be the world’s first “person-to-person micro-lending website.”
7. Progressive Launches New Online Game, by Nathan Conz, Insurance & Techology, 10-13-2009 Game challenges players to earn points "driving" around town by laying out a driving route using arrows, speed markers, and different types of vehicles. Goal was to create games people actually want to play, not just advertisements dressed up as games.
8. Will HelloWallet Transform Online Financial Advice?, by Keith Epstein, CRM Daily, 10-1-2009 HelloWallet will be offered starting in May 2010 at a cost of less than $6 per person, Epstein reports. For minimal expense, the financial advice service can help communicate concern for the financial well-being of employees, say experts.
9. Case Study: A Marketing Icon's Facebook Journey, by James Wisdom, iMedia Connection, 10-13-2009 Facebook emerged as an early match for the Aflac Duck, Wisdom writes. Explains how a Facebook fan page lets consumer interact with both the brand mascot and each other.
10. InformationWeek 500: Progressive's 'Name Your Price' Hits Home With Customers, by , Information Week, 9-15-2009 With Name Your Price at car insurance company Progressive, customers start by inputting the price they want to pay rather than navigating coverage options before a price is quoted, increasing the number of shoppers who complete the quoting process.
11. A Funny Name And A Way To Put Humanity Into Online Banking, by Laurie Sullivan, Media Post, 7-23-2009 Launching a brand for financial institutions during a time when so many banks and credit unions are failing is a challenge, Sullivan writes. Describes a pilot video mixing animation and real people that 10 banks participated in.
12. It's Like eBay Meets Match.com, by Ray Fisman, Slate, 6-30-2009 An increasing number of borrowers are turning to "peer to peer" networks that connect individual borrowers directly to lenders, cutting out the banking middleman. Does peer-to-peer lending work? Fisman examines the data.
13. Inside MetLife’s Redesigned Web Site: Video Screencast, by Nathan Conz, Insurance & Technology, 7-9-2009 Conz writes that, recognizing the growing value of the online channel, MetLife redesigned its Web site, improving navigation and implementing a more modern underlying platform.
14. 2009 1to1 Customer Champion: Tim Collins, Vice President, Experiential Marketing, Wells Fargo, by Elizabeth Glagowski, 1 to 1, 6-1-2009 Discusses how bank interacts with customers wherever they choose to be, on their terms. The company also operates a YouTube channel, a Facebook page, a Twitter account, and four blogs related to products, services, and Wells Fargo history.
15. Internet Banks Poised to Prosper Amid Crisis, by Orla O'Sullivan, Bank Systems & Technology, 4-6-2009 As consumers seek the best rates and banks look to cut costs, direct banks will enjoy a surge in deposits, and branch traffic will stagnate, O'Sullivan reports on TowerGroup prediction.
16. Banks Jump on the Social-Networking Bandwagon, by , CRM Daily, 5-13-2009 Today's online interactions between banks and consumers are peppered with shorthand, typos and even slang. "It sounds like you need 2 talk 2 someone abt your specific situation," read a recent Twitter post from a Wells Fargo rep.
17. Credit Crunch, by Seth Stevenson, Slate, 4-6-2009 he hottest fight in advertising is about credit-report Web sites, writes Stevenson. Reviews AnnualCreditReport.com and FreeCreditReport.com.
18. Medical Mutual of Ohio’s EmployerLink Redesign, by Nathan Conz, Insurance & Technology, 2-12-2009 Conz offers an inside look at Medical Mutual of Ohio’s redesigned EmployerLink group insurance Web site, winner of a 2008 Web Marketing Association Outstanding Web Site Award.
19. Wells Fargo, Wachovia Launch Merger Blog for Customers, by Elizabeth Glagowski, 1 to 1, 2-2-2009 On January 2, the day after the merger closed, Wells Fargo and Wachovia launched a joint blog, aptly named The Wells Fargo-Wachovia blog. Users can comment and ask questions of the bloggers. The site is focused around customer concerns.
20. StockTwits May Change How You Trade, by Max Zeledon, Business Week, 2-11-2009 Zeledon describes a new financial microblogging site lets newbies learn from the pros and ignore bad advice at no charge, at least at the present time.
21. MetLife Redesigns Web Site, by Anthony O'Donnell, Insurance & Technology, 2-11-2009 New site features simpler navigation, better search capabilities and new account management tools, among other features, according to the insurer., O'Donnell writes.
22. Online Search Analytics Provide a Window Into Customer Behavior, by Jon Kaplan, Insurance & Technology, 12-15-2008 By examining search engine data across different areas and time periods insurers can learn more about the products and services in which customers are interested, says Kaplan.
23. Banks Look to Multimedia Technology to Grow Branches, by Maria Bruno-Britz, Bank Systems & Technology, 10-29-2008 Consumers expect the same experience in the physical store that they have online, Bruno-Britz says. Online, people have an on-demand, relevant experience at the click of a mouse; banks are trying self-service in the branches but offer choices.
24. Not Content to Rank No. 1 in Canadian Banking Today, Sands and RBC Look to Tomorrow, by Orla O'Sullivan, Bank Systems & Technology, 9-29-2008 O'Sullivan reports bank executive advising, Web 2.0 is not about the tools. Rather it's a new way of communicating that empowers the individual. You're only as good as your most disgruntled customer on Facebook at night.
25. Market Focus: Financial Services -- Keeping Your Money on Their Minds, by Marshall Lager, Destination CRM, 9-1-2008 Lager describes results of "Clickability On Demand Web Content Management Platform:" 70% reduction in time-to-live for content, 26% year-over-year increase in monthly page views, 74% increase in unique visitors and 425% increase in monthly page views.
26. Web Communities for Money Management, by Pamela Yip, CIO Today, 9-23-2008 What social networking sites such as MySpace and Facebook have done for online personal interaction, Web sites such as Finicity, Prosper and GreenNote are now doing for personal finance as social personal finance sites, says Yip.
27. Visa Pilots Mobile Banking Program, by Marin Perez, Information Week, 8-20-2008 Credit card company Visa and eight banks are launching a pilot program that's designed make it easier for cardholders keep track of their spending with their mobile phones, Perez reports.
28. Finance Web Sites See Strong Growth, by Mike Sachoff, WebProNews, 7-10-2008 Financial news Web sites attracted more that 64 million U.S. visitors in May, an increase of 35 percent over a year ago according to comScore, Sachoff reports. Economic conditions influence visits.
29. Santam Launches Text-based Fraud Hotline, by Nathan Conz, Insurance & Technology, 8-5-2008 Inflated or false claims by policyholders, stolen premiums by brokers, or phantom repairs by an auto mechanic can be sent anonymously via SMS text messages from cell phones. Company receives the fraud tips in e-mail form.
30. Wells Fargo Hitches Its Wagon to Social Media, by Elizabeth Glagowski, 1 to 1 Weekly, 7-14-2008 Glagowski reports how the 156-year-old bank's approach to new technology and social media is all about innovative customer interaction through 4 blogs, a virtual world called Stagecoach Island, and its YouTube video channel.
31. SunTrust Rolls Out Cell Phone Banking, by Paula Damiano, Bank Systems & Technology, 5-21-2008 According to a global study by Juniper Research, 816 million people will bank by mobile phone by 2011. Damiano reports how bank created Web services from its mainframe-based applications to provide mobile banking on its customers’ cell phones.
32. New York Life Adds Interactive Features to Its Consumer-Facing Web Site, by Anthony O'Donnell, Insurance & Technology, 5-27-2008 New functionality deployed at newyorklife.com will enable the visually impaired to hear Web content and give users the power to rate, share and comment on articles.
33. Discover Card Pushes 'Paydown Planner', by Kenneth Hein, Brandweek, 5-7-2008 Paydown Planner, available at Discover.com, gives cardmembers the personal information they need to pay down their balances by finding the right payment options to reach their financial goals, Hein reports.
34. Mint's Fresh Take on Personal Finance, by Aaron Ricadela, Business Week, 4-17-2008 Generation Y is flocking to Mint.com, a free site for managing bank and credit accounts and household budgets, Ricadela reports. The company aims for 1 million users by the end of 2008.
35. MassMutual Launches New Recruitment Web Site, by Nathan Conz, Insurance & Technology, 4-22-2008 Describes insurer MassMutual's new video-intensive Web site aimed to recruit potential employees and agents, especially those currently based outside the financial services industry.
36. Slate.com Sees 'Big Money' Site Filling Financial Commentary Hole, by Matthew Schwartz, B to B, 4-4-2008 The aim of a new Web site Slate.com is launching is to appeal to “a sophisticated reader with a fair amount of discretionary income” who understands the importance of business and finance but may not work in those areas,
37. Insurers Seek Balance in Web 2.0 Projects, by Nathan Conz, Insurance & Technology, 4-2-2008 Conz reports that insurers, including Humana and Esurance, seek Web 2.0 success by soliciting user-generated content and leveraging social networking concepts in ways that are nonintrusive to their customers and other end users.
38. Investing: The Net Wisdom of Peers, by David Bogoslaw, Business Week, 11-13-2007 Increasingly disenchanted with professional advisers, investors are finding sound advice and improved returns with the help of online communities, reports Bogoslaw. Links to online investing communities.
39. E-Trade Gets $2.5B Infusion, CEO Out, by , CIO Today, 11-29-2007 "E-Trade's core business is strong," says company executive. The transaction "also allows us to directly address customer concerns and get back to our real business."
40. Banks Are Creating a New Kind of Customer Intimacy With Web 2.0 and Social Networking, by Nancy Feig, Bank Systems & Technology, 11-1-2007 Banks increasingly are tapping into Web 2.0, including social networking sites, like Facebook and MySpace, to connect with young consumers in the ways they connect with each other, Feig reports.
41. The Best of the Rest: Web 2.0 Early Adopters in Banking, by Nancy Feig, Bank Systems & Technology, 10-30-2007 Links to some financial institutions that have received the message loud and clear and what they're doing with Web 2.0 and social media, including JP Morgan Chase (Facebook) and Wachovia (podcasting) as well as pioneers such as Wells Fargo.
42. InformationWeek 500: Online Banking, Fast And Easy, Draws Customers, by J. Nicholas Hoover, Information Week, 9-18-2007 Washington Mutual's Instant Checking service has been a hit, with thousands of customers signing up each day, Hoover reports.
43. Who’s Behind TheFunded.com?, by Max Chafkin, Inc. Magazine, 9-1-2007 The very social networking technology that produced large returns for investors is now being used against them, as entrepreneurs organize themselves into online communities and share information.
44. Banks Must Engage Customers to Secure Online Transactions, by Maria Bruno-Britz, Bank Systems & Technology, 8-25-2007 Bank of America has moved to shore up an area that largely is beyond its control: customers' desktops. The bank will offer security software to online banking customers through a partnership with Symantec.
45. Online Transfer Features Vary Greatly at Top Banks, by Nancy Feig, Bank Systems & Technology, 8-21-2007 Beyond basic internal transfers -- a feature offered on all the banks' sites -- firms offer a wide array of transfer capabilities, from bank-to-bank and customer-to-customer fund movements to fee-based wire transfers, a study found.
46. Delta Dental of Illinois Delivers Web-Based Self-Service Reports, by Anthony O'Donnell, Insurance & Technology, 8-9-2007 Benefit administrators commonly request information not included in standard reports, O'Donnell reports; explains how parameter-driven reports allow authorized users to shape delivery of data according to organizational or time parameters.
47. At Your Service, by Mila D'Antonio, 1 to 1, 6-11-2007 D'Antonio reports on Royal Bank of Canada's testing of Avatar called May, begun last October in an attempt to drive more customers to the online banking channel.
48. HumanaOne Teams Up With Molecular For Web Site Overhaul, by Anne Rawland Gabriel, Insurance & Technology, 5-20-2007 Consumers of major insurer were confused and intimidated by traditional insurance jargon on the website, which significantly reduced their willingness to buy. Rawland Gabriel reports how the redesigned site increased sales.
49. Will Mobile Banking Take Off?, by Dan Briody, CIO Insight, 5-16-2007 In search of customer loyalty, Wells Fargo joins the mobile banking brigade. The reasoning among banks for the move to mobile banking is simple, says Briody: The more time a customer spends transacting with a bank, the more loyal that customer is.
50. Thomson Financial Wires the World for International Business News, by Jessica Dye, eContent, 5-21-2007 Company launches a global financial wire service that will deliver up-to-the-minute business news from across the world.