Personal Banking Research Services

Personal Banking Research Services

Improve account holder engagement and track digital best practices and innovations from leading banks.

The Personal Banking Research Services monthly subscription gives you a first-hand look at the online banking user experience for account holders and prospects.

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How Our Personal Banking Research Services Give You an Edge

Personal Banking Research Services tracks the online user experience at leading banks, offering our subscribers survey-backed qualitative analysis of the industry. Our research examines the full prospect and client banking experience, covering topics such as transactions, customer service, digital tools and account documents.

As the banking industry becomes increasingly saturated with nontraditional options, a subscription with Personal Banking Research Services helps clients stay ahead of the field. We identify the ways leading banks attract new customers, position products and unveil new digital tools and capabilities. Our research team leverages our decades of digital experience, established UX best practices and our diverse panel of account holders to help firms provide standout online experiences.

The Value in Our Deliverables for Personal Banking Research Services

Best Practice Reports

Our monthly reports examine key aspects of the online client and prospect user experiences at leading banks. These reports benchmark industry leaders with point-by-point ratings and suggest best practices to help improve your company’s offerings. We also provide a slide deck summarizing best practices and industry leaders for easy sharing within your organization.

Digital Strategy Updates

Keep your finger on the pulse of the banking experience with biweekly 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.

Competitor Capabilities Tracking

Whether you need a point-by-point comparison of the personal banking 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 change over time.

Custom Analyst Support

We provide personalized support from our dedicated team of Personal Banking Research analysts 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.

Bank Monitor: Competitive Research Report – Online and Mobile App Customization

No matter how strong the user experience is on digital platforms, banks cannot meet the exact preferences of every user. They can, however, bridge this gap by offering customization options that allow users to tailor important aspects of the digital experience to their preferences.

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Success story

A Personal Banking Research Services subscriber leveraged our research to enhance its application process…
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Bank and Cards Industry Insights

De-Mystify Credit Card Rewards Points for a Better User Experience

Credit card holders want to know how their rewards points are calculated.

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0 Comments3 Minutes

Credit Card Website Benchmarking Highlights Firms Can Improve their Account Servicing and Rewards Interfaces

Corporate Insight’s recent survey of 1,884 consumer credit card holders gathered insights into their expectations, behaviors, preferences and satisfaction rates with their card issuers. Our benchmarking Audit service indicates that even leading card issuers have room for improvement if they want to deliver compelling digital experiences to card holders.

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0 Comments8 Minutes


Small Business Finance Research Services

Small Business Finance Research Services

Cater to the needs of digital-first small business owners amid a saturated market of banking and credit card products.

The Small Business Finance Research Services monthly subscription gives you a first-hand look at the online banking and credit card user experience for small business account owners.

Download the Brochure

How Our Small Business Finance Research Services Give You an Edge

Small Business Finance Research Services tracks the business owner digital experience at leading banks and credit card companies, offering our subscribers deep qualitative analysis of the industry. Our research examines the full bank and card management experience, covering topics such as mobile apps, transaction history features and business benefits.

The Value in Our Deliverables for Small Business Finance Research Services

Best Practice 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 suggest best practices to help improve your company’s offerings. We also provide a slide deck summarizing best practices and industry leaders for easy sharing within your organization.

Digital Strategy 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.

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 change over time.

Custom Analyst Support

We provide personalized support from our dedicated Small Business Finance Research Services team 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.

Small Business Card Monitor: Competitive Research Report – Built-In Card Travel, Purchase and Account Benefits Report

Card benefits—such as travel, account and purchase protections—are easily overlooked, but they can help make a credit card more than simply a method for making payments as well as contribute to top-of-wallet status. For prospective customers, built-in card benefits can highlight the subtle differences between card offerings with similar APRs and reward earnings, helping inform decisions to open a card account.

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Success story

A major card issuer was interested in revamping its authorized user program and engaged Corporate Insight to offer an assessment of the competitive landscape and identify best practices…
Read the Full Story »

Bank and Cards Industry Insights

De-Mystify Credit Card Rewards Points for a Better User Experience

Credit card holders want to know how their rewards points are calculated.

Read More


0 Comments3 Minutes

Credit Card Website Benchmarking Highlights Firms Can Improve their Account Servicing and Rewards Interfaces

Corporate Insight’s recent survey of 1,884 consumer credit card holders gathered insights into their expectations, behaviors, preferences and satisfaction rates with their card issuers. Our benchmarking Audit service indicates that even leading card issuers have room for improvement if they want to deliver compelling digital experiences to card holders.

Read More


0 Comments8 Minutes


Credit Card Research Services

Credit Card Research Services

Improve card holder engagement and track digital best practices from leading credit card industry innovators.

The Credit Card Research Services monthly subscription gives you a first-hand look at the online user experience for card holders and prospects.

Download the Brochure

How Credit Card Research Services Give You an Edge

Credit Card Research Services tracks the online user experience from leading credit card issuers, offering our subscribers survey-backed qualitative analysis of the industry. Our research examines the full prospect and card holder experience, covering topics such as account information, transactions, digital tools and customer service.

As payment methods and card management features rapidly evolve, a subscription with Credit Card Research Services helps you stay ahead of the field. We identify the ways innovators attract new customers, engage existing cardholders and unveil new digital tools and capabilities. Our research team leverages our decades of digital experience, established UX best practices and our diverse panel of card holders to help firms provide standout online experiences.

The Value in Our Deliverables for Credit Card Research Services

Best Practice Reports

Our monthly reports examine key aspects of the online card holder and prospect experiences at leading card issuers. These reports benchmark industry leaders with point-by-point ratings and suggest best practices to help you improve your company’s offerings. We also provide a slide deck summarizing best practices and industry leaders for easy sharing within your organization.

Digital Strategy Updates

Keep your finger on the pulse of the credit card industry with biweekly updates that track all changes to your competitors’ digital experiences as they happen. Leveraging our team of card holder panelists, we review changes in real time, showing our subscribers the latest enhancements to design, online resources, marketing practices and transactional capabilities.

Competitor Capabilities Tracking

Whether you need a point-by-point comparison of the personal credit card 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 change over time.

Custom Analyst Support

We provide personalized support from our dedicated Credit Card Research Services team to help you dig deeper into your competition. Have an ad-hoc question about a competitor’s card holder experience? We’re here to give you an edge.

Credit Card Monitor: Competitive Research Report – Transaction History

Transaction history is a core element of the consumer credit card website, offering customers a dynamic and detailed view of all activity. In fact, 88% of respondents in our 2019 Consumer Credit Card Survey ranked website transaction history and statements as “very important” or “extremely important,” behind only two other attributes: website security and balance information.

Download the Report



Success story

A Credit Card Research Services subscriber leveraged our research to enhance its rewards platform…
Read the Full Story »

Bank and Cards Industry Insights

De-Mystify Credit Card Rewards Points for a Better User Experience

Credit card holders want to know how their rewards points are calculated.

Read More


0 Comments3 Minutes

Credit Card Website Benchmarking Highlights Firms Can Improve their Account Servicing and Rewards Interfaces

Corporate Insight’s recent survey of 1,884 consumer credit card holders gathered insights into their expectations, behaviors, preferences and satisfaction rates with their card issuers. Our benchmarking Audit service indicates that even leading card issuers have room for improvement if they want to deliver compelling digital experiences to card holders.

Read More


0 Comments8 Minutes