Workplace Finance Research Services

Stay ahead of the curve in a disruptive, expanding industry.

Workplace Finance Monitor research gives you a first-hand look at the authenticated digital user experience across web and mobile journeys from a dynamic coverage universe of financial wellness, HSA and equity compensation plan providers.
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How Workplace Finance Monitor Gives You a Competitive Edge

Workplace Finance Monitor takes a deep dive into digital capabilities and offers ongoing reporting on platform enhancements and scorecards that track industry leaders and innovative disruptors. Our research reveals how emerging technologies lead to unique and evolving developments in the workplace finance and benefits ecosystem. The industry’s top workplace and benefit platforms are examined using a dynamic coverage set of established leaders and innovators. We demonstrate how the user experience evolves by tracking notable digital changes on authenticated sites and apps. Get up-to-date commentary on the market, the digital impact of new entrants and industry consolidation as well as an inside look at strategies and resources that drive employee enrollment and foster continuous engagement.

The Value in Our Deliverables for Workplace Finance Monitor

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Competitive Analysis Reports

Monthly competitive analysis reports focus on a key aspect of digital journeys from financial wellness, HSA and equity compensation plan providers. These reports benchmark industry leaders with ratings that assess best practices and critique aspects including usability, navigation and personalization.
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Monthly Updates

Keep your finger on the pulse of the workplace finance industry with monthly updates that track all changes to your competitors’ digital experiences. We review capabilities in real time, showing you revamps, tools and site changes as they happen.
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Competitor Capabilities

Whether you need a point-by-point comparison of the industry across hundreds of categories or full videos of competitors’ authenticated site capabilities, we have you covered. Discover which firms offer each feature and watch videos to see how these capabilities function and change over time.
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Custom Analyst Support

Workplace Finance Monitor analysts provide personalized support to help you dig deeper into our research. Have an ad-hoc question about a competitor’s digital experience? We’re here to give you an edge.
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Comparative Analysis Report: Equity Site Navigation and Menu Design

Menu design and site navigation directly impact whether participants can efficiently manage their plans or struggle to complete basic tasks on equity plan websites. This Workplace Finance Monitor report assesses the site navigation structures from six leading equity plan participant sites.

Access the sample Workplace Finance Monitor report.

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What Our Clients Say

“Your analysts do an amazing job to support our team. Very responsive to ad hoc requests. Really value the partnership.”

“I have already used [CI’s research] to help build a new login experience and will continue to review the reports to understand how we stack up to our competitors and determine where we need to make enhancements and differentiate ourselves from the rest.​”

“I love the in-depth reports covering a particular capability. I love the ability to request competitor screenshots from CI.”

“I rate the Corporate Insight team 10 / 10. Experts in their field, and as a one-person team, having them as a resource elevates my own capabilities in so many ways. Grateful for the partnership.”

See the Corporate Insight difference

30 years of customer experience research. Trusted by 78% of the financial services and healthcare firms in the Fortune 100.

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