CI WRITTEN NAME

Small Business Banking Research Services

Attract small business owners and improve your digital experiences with competitive research from CI

Small Business Banking Monitor research tracks and analyzes the card and banking platforms and services available to small- and medium-sized businesses, from cash and card management resources to mobile app experiences.
blank
blank

How Small Business Banking Monitor Gives You a Competitive Edge

Small Business Banking Monitor research tracks a blend of multi-product, deposit-only and card-only relationships, offering coverage of a wide variety of tools and services tailored to businesses, including cash management services, rewards and authorized user management. From business account resources to transaction capabilities, Small Business Banking Monitor shows you how to cater to the needs of small business owners amid a saturated market of banking and credit card products.

The Value in Our Deliverables for Small Business Banking Monitor

blank

Benchmarking Reports

Our monthly reports examine key aspects of the online small business owner experience at leading bank and card firms. These reports benchmark industry leaders with point-by-point ratings and identify best practices to improve your company’s offerings. We also provide a slide deck summarizing best practices and industry leaders for easy sharing across your organization.
blank

Monthly Updates

Keep your finger on the pulse of the small business financial experience with monthly updates that track all changes to your competitors’ digital interfaces as they happen. Leveraging our team of account holder panelists, we review changes in real time, showing our subscribers the latest enhancements to design, usability, marketing practices and transactional capabilities.
blank

Competitor Capabilities Tracking

Whether you need a point-by-point comparison of the small business finance 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.
blank

Custom Analyst Support

The Small Business Banking Monitor research team provides 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.
blank

Competitive Research Report: Document Centers

Document centers provide small business owners with critical access to account statements, tax forms and other financial records necessary for tax preparation, auditing, compliance and day-to-day business operations. This Small Business Banking Monitor Report evaluates the online document centers of the eight firms in our coverage set.

Access the sample Small Business Banking Monitor report.

"*" indicates required fields

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

What Our Clients Say

“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.
Let's Talk

Bank and Cards Industry Insights

blank

The Small Business Credit Card Experience: Today’s Key Difference Makers

Read More
blank

Premium Card Digital Experiences: Which Mobile Reward Platform Is Best?

Read More
blank

View Behind the Login: The New Standard for Digital Experiences

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