Andrew Way Email & Phone Number

New York, Ny, Us

New York, New York, United States

Greater New York City Area

Through our Monitor and Custom Project services, Corporate Insight provides clients with an ongoing assessment of innovations in website content, design and functionality and we help our clients stay on top of industry best practices, trends and major changes impacting the competitive landscape. We also work closely with our clients to develop customized solutions to the unique challenges they face.As the Director of the Insurance & Retirement team at Corporate Insight, which consists of our Annuity, Life Insurance, P&C Insurance and Retirement Plan research services, I have the following responsibilities:• Manage, develop and retain team members, helping them to improve their industry knowledge and analytical, communication, and project/time management skills • Provide day-to-day oversight of team performance and provide ongoing performance feedback • Present feedback and recommendations to VP of Research and Consulting regarding work and team member performance• Guide research team to select timely and relevant syndicated research topics• Provide input on report objectives, methodologies, report format/scope and executive summary/key findings content• Ensure all research and projects are completed on-time and to a high standard • Identify and develop custom consulting opportunities among clients • Work closely with Business Development team and Director of Projects to develop custom research opportunities and determine team resources available for projects• Continually develop and demonstrate industry knowledge through conference attendance, consumption of relevant media/research, conversations with clients/industry experts/reporters, and other networking efforts• Helps to increase CI’s media exposure through identifying and cultivating relationships with relevant industry publications, and proactively seeking opportunities to provide relevant content

Greater New York City Area

I oversee all retirement research across Corporate Insight, which consists of both participant and plan sponsor digital customer experiences. I manage a team of analysts responsible for the completion of a variety of client deliverables, including topical monthly user experience analysis reports, update reports discussing the most recent industry innovations and detailed matrices that quantify the capabilities across our coverage firms. I am responsible for maintaining client relationships and managing custom research projects for contacts at leading defined contribution plan recordkeepers. I also frequently attend leading industry conferences and have led a session at the SPARK National Forum.Additionally, I contribute to the growth and development of a recently launched research service that provides best practices and actionable advice regarding employee communication and engagement to plan sponsors of leading institutions across the country. The service also serves in the capacity of a consultant to sponsors across a variety of aspects, including plan branding, creating a new or further developing an existing employee engagement program, custom campaigns and more.

New York City

I manage the Retirement group at Corporate Insight that consists of two Monitor services: Retirement Plan and Retirement Plan - Institutional. I'm responsible for all client deliverables, including monthly reports analyzing a specific customer experience feature (ex., Online Transaction Capabilities); Update reports detailing changes made to top retirement plan providers' websites and mobile offerings; and detailed matrices that include hundred of data points regarding the online capabilities of all firms within the coverage groups. I also maintain client relationships and perform ad hoc research requests for contacts at leading defined contribution plan providers. This includes giving new client orientations, responding to requests for additional research and addressing any questions about current research offerings.Additionally, I am currently working to launch a new service that will provide best practices and actionable advice that plan sponsors of leading institutions across the United States can use to successfully manage their plan and drive employee engagement. The launch of the product consists of everything from researching plan sponsor best practices, conducting reports for marketing and sales purposes, and prospecting for potential clients.

New York City

I am the Analyst on both the e-Monitor and Broker Monitor groups. I help provide clients with a deep understanding of the personal and online brokerage client experience through written competitive intelligence reports and ad hoc requests. I lead and mentor a team of associates to carry out research on an ongoing basis, direct efforts required to maintain and complete reports and other deliverables, and utilize industry resources to developed new report objectives and methodologies. Examples of report topics include online fixed income trading, brokerage statement analysis, online client education centers and a yearly "Monitor Awards" report. I also work with team and department colleagues to identify industry trends and best practices and their full impact on the industry as well as budget the time of myself and my teammates to ensure all deadlines are met.

New York City

I am the Senior Research Associate on both the e-Monitor and Broker Monitor groups. I help provide clients with a deep understanding of the personal and online brokerage client experience through written competitive intelligence reports and ad hoc requests. I edit a weekly update with details about site changes; compose monthly, topical usability reports; frequently contribute to the Corporate Insight blog and work on a host of customized client requests. Examples of report topics include online fixed income trading, brokerage statement analysis, online client education centers and a yearly "Monitor Awards" report.

New York, New York

I helped to provide clients with a deep understanding of the online annuity and life insurance client experience through written competitive intelligence reports and ad hoc requests. I edited a weekly update with details about site changes, composed monthly, topical usability reports and worked on a host of customized client requests. Examples of report topics include online annuity educational resources, public website life insurance product positioning and client and prospective investor email customer service capabilities.

Bachelors Of Science, Financial Economics

9-12

Activities and Societies: Honor roll student for every quarter of high school career. Captain of the track team.