blank
CI WRITTEN NAME

Asset Management - Investor Research Services

Engage prospects and deepen client relationships by enhancing the digital investor experience.

Asset Management Monitor from CI shows you the latest technology that keeps investors engaged amid industry compression and volatility.
blank
blank

Gain an Edge With Asset Management Monitor Research Services

The survey-backed research of Asset Management Monitor helps you exceed the rising expectations of digital-first investors with an authentic look at the client experience from leading asset management firms. We show you everything from account management and asset allocation tools to transactions and investor education. By leveraging a diverse panel of investors, we can show you the features and capabilities that will give you an edge on the competition.

The Value in Our Deliverables for Asset Management Monitor Research Services

blank

Experience Reports

Monthly qualitative deep dive reports focus on a key aspect of the investor digital journey in asset management. Reports benchmark industry leaders with ratings that consider overarching trends and best practices. These in-depth analyses critique aspects including usability, navigation and personalization.
blank

Digital Strategy Updates

Keep your finger on the pulse of the asset management industry with biweekly updates that track all changes to your competitors’ digital experiences. We review prospect and authenticated site capabilities in real time, showing you the revamps, new tools and marketing campaigns that deserve your attention.
blank

Competitor Capabilities

Whether you prefer a side-by-side matrix comparing industry leader capabilities across hundreds of data points or full videos of the authenticated site capabilities of each competitor, we have you covered. Find out which firms offer each feature, then watch videos of how these capabilities have changed over time.
blank

Dedicated Analyst Support

We provide personalized support from our dedicated team of Asset Management Monitor analysts to help you dig deeper into our research. Have an ad-hoc question about a competitor’s client offerings? We’re here to give you an edge.
blank

Asset Management Monitor: Comparative Analysis Report - ETF Positioning and Resources

While investors have many investment vehicles to choose from, exchange traded funds (ETFs) persist as an attractive option, offering the diversification of a mutual fund with the flexibility of stock trading, among other distinct advantages. This report examines the ETF positioning and resources from 11 asset management firms.

    Download the Report

    What Our Clients Say

    “I have already used your competitive analysis 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.” – Asset Management Monitor Client

    “CI is great to work with and has provided valuable insights to experiences we’re focused on improving.”

    “Great insights, helps me stay abreast to emerging trends!”

    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.
    Let's Talk

    Investing Industry Insights

    blank

    Modernize the Asset Management UI Experience to Encourage Engagement and Loyalty

    Read More
    blank

    View Behind the Login: How Asset Manager Websites Are Evolving

    Read More
    blank

    Corporate Insight Releases Report on Asset Manager Client Education Resources

    Read More

    View All Industry Insights »

    Get in touch

    "*" indicates required fields

    This field is for validation purposes and should be left unchanged.
    Name*

      Download the Guide

      Sept 9 - Webinar - Health Plan Benchmark

      Register Now