|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 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.