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.
|Subscription Services||Consulting Services||UX Research|
|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.|
More about or Subscription Services
More about our Consulting Services
More about our UX Research
Today’s Retirement Plan…
Expanded UX Research
|New Facebook-Like Platform Seeks To Connect DC Plan Sponsors|
New robo-adviser geared to retirees
Automated Online Managed Accounts Faring Well: Corporate Insight
Did you switch jobs mid-year? You may inadvertently mess up your 401(k)