What Is a Monitor?

Using live accounts across the financial services, healthcare and higher education industries, we deliver in depth, unbiased competitive intelligence. Our goal is to help our Monitor subscribers stay at the forefront of the latest industry best practices and major changes that impact the business landscape. Currently, Corporate Insight offers 12 Monitor services across key sectors of the financial services industry. In Q1, 2015 we will be launching Alumni Monitor, focusing on the higher education industry, and Healthcare Monitor, examining the digital experience of leading group health insurance firms.

Monitor Services Subscriptions

A Monitor services subscription arms your company with all the resources necessary to effectively benchmark your online offerings against key competitors and improve the overall user experience you offer prospects, clients and advisors.

Key Deliverables

Research Reports – In-depth reports that focus on key aspects of the online and mobile prospect, customer and/or financial advisor user experience. Reports include:

  • Detailed reviews of each financial institution in the Monitor Service‘s coverage group
  • Key findings and best practice analysis to help improve your company’s offerings
  • Handy matrix summarizing your competitors’ offerings

Update Reports – Comprehensive review of changes and additions to competitor public, client and/or financial advisor websites with an emphasis on:

  • Design and usability
  • Product information and education resources
  • Online marketing practices
  • Account information and transaction capabilities

Website Videos – Go behind-the-login and take a first-hand look at the online and mobile resources your competitors offer their clients and/or financial advisors
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, email communications and more.
Monthly Research Report Summary Slide Decks – Key findings, recommendations and best practices from industry leaders from each report condensed into a convenient slide deck that can be shared with colleagues.
Competitor Summary Matrices – Breakdown of the key online and mobile capabilities offered by all firms in the Monitor Service’s coverage group.
Analyst Support – Personalized research support from our experienced Monitor Services analysts.