Investing Research That Reveals What Drives Action
Real-world competitive intelligence for investing platforms. See how competitors influence investor behavior and empower advisors so you can prioritize the experiences that increase funding, trading activity, and long-term engagement.
Leading Investing Firms 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.
Understand How Your Digital Experience Compares
Investing leaders are under pressure to deliver digital experiences that stand out in an increasingly competitive market. Across brokerage, automated investing, fintechs, and advisor platforms, Corporate Insight provides real-world competitive intelligence into how these experiences function, revealing gaps, benchmarking performance, and helping your team focus on what to improve next.
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 brokerage, automated investing, fintech, and advisor platforms. 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.
Benchmarking available:
Custom Research Services
Tailored Strategic Projects
When investing 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, accessibility issues, and unmet needs helping teams design intuitive 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 Investing 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.
Leading Brokerage Increases IRA Market Share
A top brokerage firm sought to increase its share of the IRA marketplace. The firm wanted to evaluate the current effectiveness of its account opening and client experiences, along with cross-selling opportunities for affluent investors.
CI developed a framework to evaluate the effectiveness of account opening and transfer of assets processes, including timelines, paperwork complexity, and cross-channel customer support. Our experienced mystery shoppers opened IRAs with several firms, including the client firm, collecting all onboarding materials and communications.
Using our research, the client firm was able to fix several flaws in in-person and online experiences, including a prominent Cancel button that discouraged online completion. The firm reduced application abandonment and developed a new and more efficient account opening and onboarding experience.
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’s personality. The firm also developed a plan to transition to more powerful gen AI platforms in the coming years.
Financial Leader Creates New Products to Leverage Trends
A leading financial institution sought outside help improving its strategic planning process and identifying the trends and issues that could impact the industry over the next five years.
CI leveraged our financial services, insurance and healthcare research to identify 10 key trends that would directly impact the client’s business, including the rise of financial wellness resources, increased product flexibility, and gamification, to direct consumer behavior.
At an off-site strategic planning meeting, CI guided stakeholder discussions and planning exercises to identify the three most impactful trends to the client’s business and explore new products and business models. The client developed a proactive strategy to leverage these key trends.
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 their 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 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.
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