Leveraging our industry expertise, proprietary survey data and professional network, Corporate Insight conducts custom projects for clients to help them understand the trends and forces that are shaping their industry and that should influence their strategic thinking. We have also published studies analyzing such trends as fintech and digital advice, Millennials and finance, social media in financial services, mobile finance, and the disruption of traditional wealth management.
A leading insurer and retirement plan provider engaged Corporate Insight’s Consulting Services team to identify emerging trends and issues that could impact the firm at the enterprise level over the next three to five years. Our work was intended to help shape strategic planning efforts across multiple divisions.
A leading retail brokerage firm wanted to increase its small share of the highly active trader market. This entailed reshaping its value proposition to more effectively compete for traders who were not already customers. The firm engaged CI to gain a clear understanding of the active trader marketplace, including the strengths and weaknesses of individual competitors, the mindset of today’s trader, and the outlook for active trader services given recent customer and industry trends.