Banking Research Built to Improve Digital Experiences
Independent, real-world research for banks, lenders and card issuers. Understand competitors, benchmark performance, and prioritize the digital experiences that drive engagement and growth.
Leading Banks and Lenders Trust Corporate Insight
78%
of Fortune 100 companies in financial services and healthcare rely on CI’s research.
750,000
digital journeys examined annually—from login to logout, our team tracks the authentic experience.
30+
years working with leaders across industries to improve their customer experiences.
Track, Benchmark, and Improve the Journeys That Drive Growth
Banks, lenders, and credit card issuers face growing pressure to deliver digital experiences that meet rapidly changing customer expectations. We provide real world competitive intelligence across banking, credit card, and lending, analyzing live customer experiences so you can understand performance, benchmark competitors, and prioritize the journeys that matter most.
What are competitors building behind login walls? How do you prove ROI for million dollar platform investments? Which features actually drive user satisfaction?
Which features actually drive user satisfaction?
What are competitors building behind login walls?
How do you prove ROI for million-dollar platform investments?
Monitor Subscription Research
Ongoing Competitive Intelligence
Stay ahead of evolving digital experiences across banking, credit card, fintech, lending, mobile, and small business banking. Our subscription research tracks competitor capabilities and platform changes providing timely insights to guide digital strategy and prioritize improvements.
Monitor Research available for:
Experience Benchmarks
Annual Competitive Rankings
Understand exactly how your digital experience compares. Our experience benchmarks evaluate your website and mobile experiences against key competitors, revealing where you lead, where you lag, and where improvements will have the greatest impact on customer satisfaction.
Custom Research Services
Tailored Strategic Projects
When banking and credit card leaders face complex digital experience questions, Corporate Insight delivers tailored research that provides clear answers. Our team combines competitive intelligence, customer insight, and industry expertise to guide confident strategic decisions.
UX Research
User-Centered Design Insights
Understand how real customers interact with your digital experiences. Our UX research uncovers usability challenges, behavioral patterns, and unmet needs helping teams design more intuitive, accessible, and engaging digital journeys.
Quantitative Research
Consumer Sentiment & Market Research
Measure how customers perceive your digital experiences, and what drives their satisfaction and engagement. Our quantitative research provides statistically robust insights that guide product decisions and experience improvements.
Proven Impact for Financial Services Firms
30%
faster prioritization of digital initiatives
2-3x
increase in feature adoption after redesign
90%
clients renew Monitor subscriptions
Intelligence To Power Product Managers Digital Teams Marketers Competitive Intelligence Strategy Sales Your Whole Organization
From product and digital to strategy, sales, and marketing, CI delivers the insights each team needs to make smarter decisions, outpace competitors, and create better experiences. Our research has no seat licenses, so everyone in your organization can benefit. See how our research powers your teams.
Major Firm Creates Strategy Roadmap for AI Adoption
A major financial services firm wanted to understand the current state of AI-powered virtual assistants as they developed their own AI strategy and roadmap.
CI conducted a comprehensive benchmarking of AI assistants from leading banks, brokerages and insurance firms, as well as cutting-edge gen AI platforms, using our proprietary AI evaluation framework. We assessed chatbot performance across eight key dimensions to evaluate current capabilities.
Based on our recommendations, the client created a strategic plan to differentiate their AI assistant and close competitive gaps, improving its knowledge base, system integration, and its AI personality. The firm also developed a plan to transition to more powerful gen AI platforms in the coming years.
Top Card Issuer Improves Credit Card NPS
A large U.S. credit card issuer wanted to improve its Net Promoter Score (NPS) among two key segments: Beginners (ages 18-24) and Rising Professionals (ages 25-40).
CI designed and fielded a custom survey and used advanced data modeling to identify the factors most influential to improving NPS across these audience segments.
Armed with these data-driven insights, the card issuer developed targeted initiatives to address the primary drivers for each group’s NPS: credit line amount and digital UX for Beginners, and rewards and interest rates for Rising Professionals.
Top Bank Grows with Expanded Spanish Language Options
A leading U.S. bank observed a two-year decline in its online deposit product sales at the same time that calls to its Spanish-speaking customer service line jumped.
CI conducted an extensive competitive analysis of Spanish language availability and capabilities across the websites and apps of top competitors, including cutting-edge interactive elements like chatbots and virtual assistants.
This competitive intelligence research empowered the bank to improve its product roadmap and accelerate the delivery of improved Spanish experiences, allowing Spanish speakers to self-service without calling customer service and ending the bank’s deposit product sales decline.
Firm Becomes an All-In-One Digital Leader with PFM Tools
A large financial services firm wanted to accelerate its digital transformation and close a competitive gap with new personal financial management (PFM), account aggregation, and credit monitoring capabilities.
CI conducted a competitive intelligence project on these areas across the industry to provide new strategic insights, identify areas of opportunity, and inform the firm’s product roadmap. Combining qualitative, hands-on insights with a quantitative benchmarking assessment unlocked data-driven insights.
The firm developed a strategic investment plan to develop its PFM, account aggregation, and credit monitoring capabilities. With a clear view of the competitive landscape, the firm knew when to build, buy, or partner to create a best-in-class platform.
See How Your Digital Experience Compares
Understanding how your digital experiences perform in the real world is the first step toward improving user engagement, customer satisfaction, and competitive positioning.
Connect with our team to discuss your goals or explore a sample of our research to see the insights we provide financial services firms every day.
Get a report sample from our bank and cards research.
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