Corporate Insight (CI) was founded in 1992 with a mission to help companies across the financial services industry provide the best possible experience for their prospects, customers and advisors. From the perspective of actual account holders, we are able to provide our clients with detailed, unbiased research and actionable recommendations to improve their digital offerings and overall user experience. Corporate Insight’s research examines how financial service companies connect with prospective and current customers via digital channels – websites, mobile platforms and social media properties – and offline channels – branch, mail and phone-based systems. By comparing the offerings of competing firms, we are able to highlight best practices related to content, design, functionality and offline support.
What We Do
Corporate Insight’s Core Research Services
Through our Monitor services, we provide clients with an ongoing assessment of innovations in website content, design and functionality as well as corporate communications. Our aim is to help our clients stay on top of industry best practices and major changes impacting the competitive landscape. A Monitor subscription includes weekly or biweekly updates highlighting website changes, topical monthly reports, videos of competitor websites and competitor capabilities matrices plus access to our experienced analysts.