Stay Ahead of Competitors with Monitor Research

Track competitor capabilities, digital experiences and market shifts with continuous, survey-backed research to act on emerging opportunities faster.

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Industry Leaders Rely on Corporate Insight Research

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.

Ongoing Intelligence for Every Stage of Decision Making

CI’s Monitor services provide ongoing competitive intelligence research, tracking the complete customer, prospect, and advisor experience across the leading firms in your industry.

How a Monitor Research Subscription Delivers Insights Year-Round:

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Updates

Track competitor site changes as they happen—from new tools and redesigns to messaging and product launches. Published weekly, biweekly, or monthly depending on the industry, each update captures:

  • Secure site changes — What’s new behind the login where it matters most
  • Public site and app modifications — Updates to sites, mobile apps, and prospect experiences
  • Industry news — Regulatory changes, partnerships, and market developments affecting your space
  • Marketing practices — How competitors are positioning, promoting, and acquiring customers online
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CX Analysis Reports

Deep dives into key digital experiences, benchmarking leaders and delivering clear, actionable improvement recommendations. Reports include:

  • Comprehensive firm reviews — Detailed analysis of every competitor in your Monitor’s coverage set
  • Best practice identification — Key findings and screenshots that highlight what’s working and why
  • Topic-specific matrices — Side-by-side comparison across all firms
  • Summary slide deck — High-level executive summaries with key findings and analysis
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Matrices

Side-by-side comparisons across 800+ data points, revealing exactly how competitor experiences differ:

  • Capabilities Matrices — Comprehensive spreadsheet tracking site functionality across all covered firms so you never miss a competitive move
  • Product Matrices— Detailed tracking of product features and offerings to support informed decision-making
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Marketing and Communications Collateral

Track and access all competitor real-world communications, including emails, statements, marketing materials and disclosures, all in a searchable database:

  • Emails and direct mail — See how and when firms use different channels to target prospects and communicate with customers
  • Account opening — Track the digital and direct mail touchpoints in competitor processes for new customers and new accounts
  • Statements and documents — From card balances and claims to account statements and EOBs, see how firms communicate and deliver critical customer information
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UX Connect

Watch authenticated walkthrough videos that show exactly what your competitors offer their customers. Our screen recordings give you a clear view of navigation flows, feature implementations, and user experience design decisions across desktop and mobile platforms:

  • From login to logout — Experience what your customers experience when they use different platforms, from the first click to the last
  • Account servicing, transactions, and claims — Track step-by-step digital journeys for key account features, like payment, security, and claims
  • Rolling updates — Our researchers update the UX Connect library on an ongoing basis, allowing your team to see the latest experiences
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Analyst Support

Get personalized support from our specialized research analysts. Whether you need deeper analysis on a specific competitor or have questions about emerging trends, our team helps you get the most from your research:

  • Research alignment— Your dedicated account executive makes sure our research supports your business needs
  • Customized deliverables — Receive key insights, competitor evaluations and supporting visuals for high-impact engagement
  • Access to industry experts — Our team will translate research findings into product, CX and digital roadmap decisions

Ready to Gain a Competitive Edge?

Connect with our team to discuss your research goals or explore a sample of our Monitor research to see the insights we provide industry leaders every day.

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