Articles

2H 2018 Automated Investing Overview

By Meg Cipperly Our team is pleased to share with you our 2H 2018 Automated Investment Services report. For this report, our team focused on robo/hybrid-advice and fintech marketing insights, including: Key Takeaways Marketing Collateral […]

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Competiscan Insights: Telemedicine

By Colleen Condon Services that enable consumers to use electronic communication methods for real-time, two-way online medical appointments have become increasingly common. In fact, since the beginning of 2016, Competiscan has observed a 713% increase […]

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Credit Card Lifecycle Communications

By Mark Leonard With Competiscan’s longitudinal panel, we have the unique ability to capture the full lifecycle of the issuer/customer relationship. We’ve assembled a short presentation to outline the wide variety of lifecycle communications captured […]

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December 2018 Short Term Medical Overview

By Scott Hoffman Our team is pleased to share an overview featuring Short Term Medical product updates and notable marketing. Topics of focus include the following: Key Takeaways Recent Developments Consumer Communications Producer Compensation All […]

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Broker-Dealer Marketing Overview

By Meg Cipperly Our team is pleased to share with you the 2018 edition of our Broker-Dealer Marketing Overview. This report includes advisor marketing materials from several broker-dealers and focuses on: Key Takeaways Observations Messaging […]

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Q3 2018 Group Health Overview

By Scott Hoffman Our team is pleased to share the Q3 2018 Group Health Overview. Topics of focus include the following: Key Takeaways Recent Developments Sales Process Updates Employer Communications Producer Compensation All content within […]

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December 2018 Pet Insurance Overview

By Becky O’Rourke We are pleased to share the December 2018 Pet Insurance Overview report. The report highlights content from some of the key players in the space and includes the following topics: Direct to […]

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Questwealth Portfolio Design Experience

By Jason Schwartz In early November, Questrade took the approach of utilizing smart technology in order to considerably lower its fees with the new Questwealth Portfolio (previously Portfolio IQ). It now offers fees of 0.25% […]

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