July 11, 2019

Doctor Locator Tools Report

In our past look into this topic, many firms showed room for growth in terms of functionality and user-centered design elements. With many additions and redesigns since 2016, we found vastly improved doctor locator tools and enhanced offerings upon a second look at the directories insurers provide to members. Click on the link below to […]

June 26, 2019

UX Spotlight: Homeowner’s Insurance Quote Tools Report

Corporate Insight announces our new UX Spotlight Series, designed to help you understand your users’ needs and expectations in order to deliver a winning digital experience. In our first UX Spotlight, we are featuring the Homeowner’s Insurance Quote Tools Report. The following topics are covered: Phone vs. Online Activity – Understanding the differences in how […]

June 26, 2019

The Competitive Advantages of Creating A User-Focused Company Culture

In order for a company to be successful, having a product that people need is no longer sufficient.  It also has to be the product that people want.  With more and more choices, consumers will no longer settle for an “okay” product or experience.  The experience you deliver to your customers is one of the […]

February 13, 2019

The Latest Trends and Innovations in Mobile Finance – Slide Deck

The mobile channel has become a strategic priority for financial services firms looking to attract and retain younger clients. Nearly all large and mid-sized financial intuitions allocate sizeable budgets devoted to improving their mobile properties, focusing on mobile app enhancements. In 2018, Corporate Insight’s Mobile Monitor service saw banks, card providers, brokerages and asset management […]

August 20, 2018

Do Your Funds Stack Up: Advisor Fund Profile Pages

Fund product pages allow financial advisors to stay abreast of fund strategies, performance and risk data as well as expense details and benefits, thereby helping them sell products and manage client portfolios more effectively. Product profiles need to be detailed yet concise enough that all information can be easily interpreted. We analyzed advisor site fund […]