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Creatively Delivering Results
Corporate Insight has delivered high-value results for clients in dozens of consulting engagements over the years. Here are a few noteworthy examples:- A best practices analysis of online and statement reporting of realized and unrealized gains and losses across a variety of security types
- An assessment of the global trading capabilities offered by several retail brokerage firms
- A mystery shop and best practices analysis of the branch, online and phone-based IRA rollover experience offered by several leading brokerage firms
- An analysis of Web-based retirement-plan participant personalization based on the employee’s age, plan status and history with the plan
- An assessment of best practices in electronic customer communications such as statements, transaction confirmations, fund shareholder communications, proxies, etc.
- A benchmarking of the design, navigation, functionality and usability of leading retirement plan sponsors’ Websites
- An analysis of the ATM user experience at several banks, including menu tree, remote-deposit capture capabilities, targeted marketing and workflow
For further information on our consulting services, please contact Bob Burlin, Director, Business Development, at 212-832-2002, ext. 115 or rburlin@corporateinsight.com. You can also use our online contact form.
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