Press Release

Corporate Insight Announces Annual User Experience Awards in Investing & Retirement, Highlighting Rise of Account Customization

Issued by Corporate Insight

Jan. 17, 2021

New Monitor Awards showcase digital trends and best practices in account data management and dashboard personalization

Corporate Insight, the leading provider of competitive intelligence and customer experience research to the financial services industry, today announced the release of its 2020 Monitor Awards in online brokerage, asset management and retirement. Now in its 22nd year, the program recognizes digital innovation and best practices, awarding gold, silver and bronze medals in recognition of significant advances in web and mobile user experience over the past year.

“In 2020, the investment and retirement industries adapted to unprecedented user needs to digitally assess their financial health and retirement readiness,” said Michael Ellison, president of Corporate Insight. “With the pandemic pushing users to handle all finances online, we expect to see continuing investment in personalized web and mobile functionality as well as comprehensive retirement plan and investment account data visualizations.”

In the online brokerage space’s Account Information category, customization and aggregation were crucial, as firms seek to provide a universal view of investors’ full financial position. Fidelity won a gold medal for its robust and user-friendly display of account details alongside a best-in-class aggregation platform. On the dashboard as well as throughout its allocation and budgeting tools, Fidelity lets users include their external financial accounts, revealing more holistic assessments of their financial health.

In the retirement plan participant sector, T. Rowe Price won a gold medal in the Participant Account Data category for its impressive suites of contribution, allocation and retirement readiness data coupled with interactive data visualizations, sortable charts, and a personalized account video that speaks directly to participants.

Firms across industries gave users diverse ways to customize their homepage and dashboard experiences, letting them choose their own priorities. In the investment experience space, T. Rowe Price won a gold medal for its secure site homepage that uniquely allows users to select which accounts to show on the landing page and to group accounts into default or custom categories. Similarly, in the retirement plan sponsor sector, TIAA earned a gold medal for its customizable dashboard that allows sponsors to select the main data section’s default view, featuring comprehensive key metrics, action items and plan messages.

To read more about the Monitor Award winners, visit https://corporateinsight.com/announcing-annual-monitor-awards-investing-retirement-2020/

About Corporate Insight
Corporate Insight delivers competitive intelligence, user experience research and consulting services to the nation’s leading financial services, insurance and healthcare institutions. As the recognized industry leader in customer experience research for nearly 30 years, we have been the trusted partner to corporations seeking to improve their digital capabilities and user experience. Our best-in-class research platform and unique approach of analyzing the actual customer experience helps corporations advance their competitive position in the marketplace.

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