"Know your customer" and "Know your competitors" are vital requirements for any business. In the world of financial services, Corporate Insight turns these broad concepts into actionable intelligence.
We create value for our clients with a singular approach: We help them better understand their customers and competitors by becoming the customer.
Objectivity and comprehensiveness are the hallmarks of our core offerings—our Monitor services, consulting and research capabilities, and insights. And an unparalleled number of company functional areas utilize our services.
Latest Blog Posts
- Study Preview: Transcending the Human Touch: Onboarding and Product Strategy for Automated Investment Advice
- Slide Deck: Annuity and Life Insurance Product Update - Q2 2014
- June 2014 Trends & Highlights: New Microsites, Apple Stock Split, Mobile Updates and New Financial Tools
- Mobile Monitor Report Excerpt: Menu Design & Navigation
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Our Products & Services
- To Woo the Young and Mobile, Use the Power of Push
- Give Millennials Credit, Though They Might Not Take It
- Motif aims to disrupt discount brokers, mutual funds
- Robo-advisers shake up the investing landscape
- Corporate Insight Promotes a 401k Analyst
- How Can Fund Firms Adapt to the Age of Digital Advice?
- Betterment for advisers on its way as firm adds trust, tax-loss harvesting products
- The Digital Frontier: A Crucial Element in Engaging Participants