We create value for our clients

We create value for our clients with a singular approach: We help them better understand their customers and competitors by becoming the customer.

This gives us a unique perspective that can improve existing financial products and services while stimulating fresh initiatives.

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 gather information by becoming the customer. Instead of relying on surveys or third-party data, we have accounts at all major financial firms in order to experience firsthand what the customer experiences. Our analyses of the customer experience enable our clients to strengthen existing products and services, stimulate ideas for new offerings and get a detailed look at what their competitors are doing.

Our output has great value not only for the more obvious functional areas—C-level management, market research, product management and development, customer experience, e-commerce, strategic planning—but also for less obvious areas such as pricing, information technology, operations, distribution, marketing communications and compliance.

We conduct ourselves, both as a company and individuals, according to a set of core values:

Clients first: Our clients are our top priority, and we serve them accordingly.
Integrity: Our word is our bond. We hold ourselves to a higher standard and do what we say we’ll do.
Objectivity: Our research and methodologies are unbiased and transparent.
Comprehensiveness: Our work stands out for its depth and attention to detail.
Accessibility: Our executives and industry analysts are always available to clients, and any client employee has access to our work.

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.