|Know your customer|
"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.
Corporate Insight provides financial companies with unmatched research on the customer experience and unusually informed competitive intelligence. While our clients cover the spectrum of financial services, our expertise focuses on brokerage, mutual funds, banking and credit cards, and annuities.
No one else does quite what we do. Our uniqueness lies in the blend of our uncommon research approach with the wide variety of company functional areas that utilize our services.
We conduct ourselves, both as a company and individuals, according to a set of core values:
These values have stood the test of time, as our client relationships tend to deepen over the long term. In fact, most of our original clients remain with us today.