Deliver an exceptional customer experience with competitive intelligence from our Monitor Research service.

What is a Monitor?

A Monitor is a subscription-based competitive intelligence research service focused on the customer and prospect end-to-end experience. Get survey-backed, unbiased first-hand insights into a user’s authenticated site experience at financial services, insurance and healthcare firms with our Monitor research. This information helps firms stay current on the competitive landscape, emerging digital best practices and key industry trends.

Each Monitor focuses on a specific industry vertical, providing in-depth, actionable information and analysis of the leading players within each space. Unlimited Monitor access is available to all employees at a subscriber firm.

Get unique insights into the customer experience offered by relevant competitors through a Monitor subscription. Stay ahead of the curve on what your competitors are doing through these research components.


Research Reports

Access essential competitive intelligence through in-depth monthly or quarterly reports focused on a key aspect of the customer experience. Each report includes:

  • Detailed reviews of each firm in the specific Monitor’s coverage set
  • Key findings and best practice analysis
  • Capabilities matrix that details each firm’s offering across dozens
    of attributes


Gain value from a comprehensive review of modifications made to competitors’ public and secure websites and apps. Updates are published every other week and feature:

  • Secure site and public site/app changes
  • Key industry news
  • Online marketing practices

Website/App Videos

Get a first-hand look at the authenticated online and mobile resources your competitors offer their customers.


Collateral Materials

Download useful competitive materials and communications including account statements, newsletters, marketing pieces, disclosure documents, email communications and more.


Monthly Research Report Summary Slide Decks

Get condensed top-level key findings, recommendations and best practices from industry leaders within each Monitor report delivered in a convenient slide deck.


Competitor Summary Matrices

Benefit from quarterly Excel spreadsheets that capture the online and mobile capabilities offered by all firms in the specific Monitor’s coverage group. Select Monitors also provide quarterly product/pricing matrices.


Analyst Support

Take advantage of personalized research support access from our industry-specific expert analysts.

Gain an edge with competitive intelligence research from our Monitor Service

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