About Corporate Insight

Corporate Insight (CI) was founded in 1992 with a mission to help companies across the financial services industry provide the best possible customer experience for their prospects, customers and advisors.

From the perspective of actual account holders, we are able to provide our clients with detailed, unbiased research and actionable recommendations to improve their digital offerings and overall user experience.

Corporate Insight’s research examines how financial services companies connect with prospective and current customers via digital – websites, mobile platforms and social media properties – and offline – branch, mail and phone-based systems – channels. By comparing the offerings of competing firms, we are able to highlight best practices related to content, design, functionality and offline support.



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Using live accounts across the financial services, healthcare and higher education industries, we deliver in depth, unbiased competitive intelligence.Corporate Insight’s Consulting Services team provides competitive intelligence and customer insights that help drive leading firms’ business decisions.The customer experience has been the basis of Corporate Insight’s competitive intelligence research since our founding.

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Today’s Retirement Plan…

Healthcare Introduction…

Expanded UX Research

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