Bank Monitor

Bank Monitor was launched at the turn of the century in 2000 and focuses on the online user experience leading banks provide account holders and prospects. Using actual bank accounts, Bank Monitor gives you a first-hand look at the online capabilities including interactive tools, transactions, customer service and account documents as well as the products offered by your competitors across the banking industry.

Tracks 18 Leading Banks

  • Ally Bank
  • Bank of America
  • BB&T
  • Capital One
  • Capital One 360
  • Charles Schwab Bank
  • Chase
  • Citibank
  • Citizens Bank
  • Fifth Third
  • KeyBank
  • PNC Bank
  • Santander Bank
  • SunTrust
  • TD Bank
  • USAA
  • U.S. Bank
  • Wells Fargo

Monthly Research Reports– In-depth reports that focus on key aspects of the online client and prospect user experience, banking products, account documents, industry trends and more. Reports include:

  • Detailed reviews of each Bank Monitor firm
  • Key findings and best practice analysis to help improve your company’s offerings
  • Handy matrix summarizing your competitors’ offerings

Bi-Weekly Updates– Comprehensive review of changes and additions to competitor public, client and advisor sites with an emphasis on:

  • Website design and usability
  • Online product and education resources
  • Online marketing practices
  • Client account information and transaction capabilities

Monthly Research Report Summary Slide Decks– Key summary findings, best practices from industry leaders and recommendations from each report condensed into a convenient slide deck that can easily be shared with colleagues.

Client Website Videos– Go behind-the-login and take a first-hand look at the online resources your competitors offer their clients.

Client Collateral Materials– All materials and communications that we receive are available for subscribers to view or download online. This includes account statements, newsletters, marketing pieces, disclosure documents and email communications.

Competitor Summary Matrices– Breakdown of the key client website features offered by all Bank Monitor firms. A matrix comparing products and key fees is also included.

Analyst Support– Personalized research support from our experienced Bank Monitor team.

Meredith Barthold

Senior Analyst, Bank Monitor and Credit Card Monitor Meredith Barthold is a Senior Analyst leading the research for Bank Monitor and Credit Card Monitor products. Previously, Meredith also worked on the Small Business Card Monitor product. She has conducted extensive research on the banking and credit card industries, examining the online platforms, customer service capabilities, social media marketing and technological tools offered to prospects, customers and financial professionals. In addition to weekly and monthly reports, Meredith previously authored Corporate Insight’s monthly Trends & Highlights blog series and currently produces a bi-annual Credit Card Product Update. Meredith graduated from Colgate University in 2015 with a B.A. in chemistry and has been a member of the Bank and Credit Card teams since 2015.
  • Research Associate: Will Carlson
  • Research Associate: Gina DeCorla
  • Research Associate: Justin Mattos