# Corporate Insight Releases AI Research Series Naming Fidelity, Voya, Lively and Robinhood Leaders

> Corporate Insight tested virtual assistants at 18 recordkeepers and named Fidelity, Voya, Lively, Charles Schwab and Robinhood leaders in its new AI research series.

- Published: 2026-11-05T23:12:39+00:00
- Section: Product Launches
- Author: News Desk
- URL: https://newsforagent.com/news/2026-11-05/corporate-insight-ai-financial-services-research
- Source: [GlobeNewswire](https://www.globenewswire.com/news-release/2026/11/05/3397249/0/en/corporate-insight-releases-research-series-on-ai-leaders-in-financial-services.html)

## Key takeaways

- Corporate Insight released a research series on customer-facing AI across retirement, HSA, fintech, banking, brokerage and annuity providers.
- Fidelity and Voya Financial earned the only Excellent ratings among eight recordkeeper virtual assistants tested.
- Lively's LivelyAI was the only HSA assistant to answer 100% of test queries, including misspellings.
- Only eight of the 18 recordkeepers Corporate Insight covers offer a virtual assistant, and three of those offer one on mobile.

[Corporate Insight](https://akta.pro/company-profiles/000aper/corporate-insight-inc) released a research series on November 5, 2026 identifying leaders in customer-facing AI across financial services, based on firsthand testing of virtual assistants, AI-powered fintech platforms and AI search engines. The New York firm published the findings through [GlobeNewswire](https://www.globenewswire.com/news-release/2026/11/05/3397249/0/en/corporate-insight-releases-research-series-on-ai-leaders-in-financial-services.html).

## Fidelity and Voya Lead Retirement Assistants

Fidelity and Voya Financial earned the only Excellent ratings among the eight recordkeeper virtual assistants Corporate Insight tested. At the time of the research, Voya PAL was the only tool in the report that lets participants change contribution rates directly in the chat, a task 79% of participants in Corporate Insight's 2025 Participant Survey rated as very or extremely important. Fidelity's NetBenefits assistant delivers participant-specific balance and contribution data in-chat on web and mobile and can hand participants to a live representative within the chat window.

Adoption remains limited: only eight of the 18 recordkeepers Corporate Insight covers offer a virtual assistant, and only three of those eight offer one on mobile. Lively's LivelyAI earned the only Excellent rating among six HSA virtual assistants tested, answering 100% of test queries including misspellings and casual phrasing. Charles Schwab and Robinhood earned the two Excellent ratings among 11 firms evaluated for app-based assistants, live chat, secure messaging and contact options.

Olivia Jack, director of financial services research at Corporate Insight, said: "The leading virtual assistants in our testing complete real tasks inside the chat window: Robinhood's Cortex sets price alerts and drafts trades, Voya's assistant changes a participant's 401(k) contribution rate, and Lively's HSA assistant answered every test question we asked, typos included."

## Public's Agents Tool in the Fintech Review

Corporate Insight's review of seven AI-focused fintechs found AI had moved from add-on chatbots to core platform features. [Public](https://akta.pro/company-profiles/00000ge/public)'s Agents tool lets users automate trades, market monitoring and money movement when conditions they define are met. Public launched AI agents for prediction markets on September 24, 2026, enabling members to trade on events that move financial markets, with categories including crypto, commodities and politics, according to PR Newswire.

## Corporate Insight's AI Research Line

Corporate Insight formalized AI as a research line with its June 2026 special report, "AI in Financial Services Today: The Opportunity, the Risk and the Emerging Reality," which surveyed more than 2,000 U.S. adults across 21 financial services verticals, according to akta.pro [company records](https://akta.pro/company-data). The firm was founded in 1992 and is headquartered in New York, the same records show.

## Earlier Healthcare and Insurance Studies

Corporate Insight released research on healthcare AI leaders on October 13, 2026, testing virtual assistants and AI search tools across health plans, systems, Medicare and pharmacy, GlobeNewswire reported. On August 5, 2026, it released its 2026 Health Plan Website and Mobile Experience Benchmarks evaluating 24 leading U.S. commercial health insurers, also via GlobeNewswire. A July 21, 2026 Health System Monitor report evaluated symptom checker tools across nine health systems, three third-party consumer platforms, three purpose-built AI tools and two general AI chatbots, FinancialContent Business Page reported.

## Companies in this story

- [Corporate Insight Inc company profile](https://akta.pro/company-profiles/000aper/corporate-insight-inc) · website: http://www.corporateinsight.com
- [Public company profile](https://akta.pro/company-profiles/00000ge/public) · website: https://public.com
- [TruStage company profile](https://akta.pro/company-profiles/0004h89/trustage) · website: https://www.trustage.com

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