Uncover Consumer Motivations with Quantitative Research Solutions
Custom quantitative research that reveals consumer decision-drivers and preferences, helping you understand your market positioning and validate key customer insights with tailored research, surveys, and profiling.

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.

Insight Grounded in Data, Built for Decision Making
Organizations face rapidly evolving expectations from modern users and limited visibility around what actually motivates consumer behavior. It’s hard to act with confidence to improve your digital platforms without actionable, data-backed insights.
Our quantitative research gives you answers grounded in data and tailored to your needs. From behavior-based profiles and custom survey designs to advanced research studies and modeling, our team will give you the confidence to make decisions that drive measurable business outcomes.
Data-Driven Insights Tailored to Your Needs
Quantitative Research

Behavior-Based Customer Profiles
Develop rich personas grounded in real consumer behaviors, sentiments, and usage data to inform product and experience decisions.

Tailored Consumer Survey Design
Build custom surveys and research instruments that align with your specific business and strategic questions to validate key insights.

Advanced Custom Research Design
Exploratory and explanatory studies that uncover both the what and the why behind the behaviors and usage patterns of your target customers.

Experience Benchmark Integration
Connect customer feedback and survey findings directly to competitive performance with our Experience Benchmark research.

Link to Business Outcomes
Model how digital features influence metrics like NPS, VOC, and user satisfaction to demonstrate where platform investments lead to results.
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 customer experiences. Our research has no seat licenses, so everyone in your organization can benefit. Read our case studies to see how.
Top Card Issuer Improves Credit Card NPS
A large U.S. credit card issuer wanted to improve its Net Promoter Score (NPS) among two key segments: Beginners (ages 18-24) and Rising Professionals (ages 25-40).
CI designed and fielded a custom survey and used advanced data modeling to identify the factors most influential to improving NPS across these audience segments.
Armed with these data-driven insights, the card issuer developed targeted initiatives to address the primary drivers for each group’s NPS: credit line amount and digital UX for Beginners, and rewards and interest rates for Rising Professionals.

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 the firm’s 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.

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.

Health Insurer Boosts Mobile Engagement with Enhanced Homescreen
A leading health insurer sought to enhance its mobile app experience to better serve members and improve functionality, engagement and usability, and boost its competitive standing.
CI conducted a comprehensive evaluation of the insurer’s mobile app as part of our annual Health Plan Experience Benchmark, which assesses leading health plan apps across eight categories and over 120 attributes.
Following our benchmarking recommendations, the client implemented claim details on the homescreen, leading to streamlined navigation and a 40-second improvement in member click-through rate.

See How Your Digital Experience Compares
Understanding how your digital experiences perform in the real world 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 data-driven insights we provide financial services firms every day.
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