Workplace Finance Research Services

Workplace Finance Research Services

Stay ahead of the curve in a disruptive, expanding industry.

The Workplace Finance Research Services subscription gives you a first-hand look at the authenticated digital user experience across web and mobile journeys from a dynamic and fluid coverage universe of financial wellness, HSA and equity compensation plan providers.

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How Workplace Finance Research Services Give You an Edge

Workplace Finance Research Services takes a deep dive into digital capabilities and offers ongoing reporting on platform enhancements and scorecards that track industry leaders and innovative disruptors. Our timely research reveals how emerging technologies lead to unique and evolving developments in the workplace retirement and benefits ecosystem.

The industry’s top workplace and benefit platforms are benchmarked using a dynamic coverage set of established leaders and innovators. We demonstrate how the user experience evolves by tracking notable digital changes on authenticated sites and apps. Get up-to-date commentary on the market, the digital impact of new entrants and industry consolidation as well as an inside look at strategies and resources that drive employee enrollment and foster continuous engagement.

The Value in Our Deliverables for Workplace Finance Research Services

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Update Reports

Our monthly update reports track enhancements made to the web and mobile platforms from a dynamic coverage set of financial wellness, HSA and stock plan providers. Get our analysis on notable industry developments, key trends and initiatives that may impact the competitive landscape.​

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Digital Strategy Updates

Explore key topics and receive detailed, deep-dive assessments of each coverage firm’s performance, complete with screenshots, best practices and actionable recommendations.

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Competitor Capabilities

Whether you prefer a side-by-side matrix comparing industry leader capabilities across hundreds of data points or full videos of the participant 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.

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Custom Analyst Support

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

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RESEARCH PREVIEW: Workplace Finance Monitor

Complete the form to access our sample excerpt of Workplace Finance Monitor. Get a preview of our latest publication which tracks and analyzes leading providers in the workplace retirement and benefits sphere, including financial wellness, HSA and equity compensation plan providers.

    Download the Preview


    Investment Experience Research Services

    Investment Experience Research Services

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

    The Investment Experience Research monthly subscription shows you how the latest technology can help keep investors engaged amid industry compression and volatility.

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    Gain an Edge With Our Investment Experience Research Services

    Our survey-backed research helps you exceed the growing expectations of digital-first investors through an authentic look at the client experience at leading asset management firms in 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 Investment Experience Research Services

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    Experience Reports

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

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    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.

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    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.

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    Dedicated Analyst Support

    We provide personalized support from our dedicated team of Investment Experience Research 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.

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    Asset Management Monitor: Investor Competitive Research Report – Email Subscription Services

    Many asset management firms produce a sizeable amount of thought leadership content and fund updates, making the effective dissemination and promotion of these materials to interested audiences extremely important. This report assesses the design and value of the subscription services of seven firms in our coverage set.

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      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


      Investment Advisor Experience Research Services

      Investment Advisor Experience Research Services

      Help advisors deepen their client relationships by enhancing strategic content across digital platforms.

      The Investment Advisor Experience Research monthly subscription shows you how the latest technology can help outfit advisors with engaging and effective sales and practice management resources.

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      How Investment Advisor Experience Research Services Give You an Edge

      Our survey-backed research helps you exceed the growing expectations of digital-first advisors through an authentic look at the advisor experience at leading asset management firms in everything from account management and retirement planning tools to prospecting and practice management resources. We can show you the features and capabilities that will give you an edge on the competition.

      The Value in Our Deliverables for Investment Advisor Experience Research Services

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      Experience Reports

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

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      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 advisor experiences. We review prospect and authenticated site capabilities in real time, showing you the revamps, new tools and marketing campaigns that deserve your attention.

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      Competitor Capabilities

      Whether you prefer a side-by-side matrix comparing industry leader capabilities across hundreds of data points or full videos of the advisor 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.

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      Custom Analyst Support

      Custom Analyst Support – We provide personalized support from our dedicated team of Investment Advisor Experience Research analysts to help you dig deeper into our research. Have an ad-hoc question about a competitor’s advisor offerings? We’re here to give you an edge.

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      Asset Management Monitor: Advisor Competitive Research Report – Fund Profile Pages

      Fund product pages allow financial advisors to stay abreast of fund strategies, performance and risk data, expense details and benefits, thereby helping them sell products and manage client portfolios more effectively. According to our 2018 Financial Advisor Survey, detailed fund information is important to all age groups.

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        Success story

        A large asset management firm was interested in understanding the breadth and depth of competitors’ tax resources to inform its own tax center revamp…
        Read the Full Story »


        Digital Advice Research Services

        Digital Advice Research Services

        Improve investor engagement and track digital best practices and innovations.

        CI’s Digital Advice Research Services gives you a first-hand look at the resources and tools leading firms use to differentiate algorithmic investing experiences.

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        How Corporate Insight’s Digital Advice Research Services Give You an Edge

        CI’s Digital Advice Research Services shows you the tools, marketing initiatives and digital capabilities of leading algorithmic-based investing platforms, giving you in-depth analysis of the increasingly crowded industry from the authentic investor perspective. Our research shows you the full breadth of digital advice accounts, tracking the client and prospect digital journeys at leading firms.

        Deliverables from CI’s Digital Advice Research Services

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        Quarterly Reports

        Our quarterly reports show you key aspects of the client and prospective investor experience on leading algorithmic-based investing platforms. These reports give you an overview of key industry areas or benchmark industry leaders with ratings that assess best practices and critique aspects including usability, navigation and personalization.

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        Digital Strategy Updates

        Keep your finger on the pulse of the digital advice experience with monthly updates that track all changes to your competitors’ digital interfaces as they happen. Leveraging our team of investor panelists, we keep you informed in real time, showing our subscribers the latest revamps, new tools, marketing initiatives and educational resources.

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        Competitor Capabilities Tracking

        Whether you need a point-by-point comparison of the digital advice 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.

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        Custom Analyst Support

        Get personalized support from our dedicated team of Digital Advice 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.

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        Digital Advice Monitor Awards

        Digital Advice Awards Report, detailing the best features of robo advisor offerings and functionalities across seven key areas. In our analysis, we review the following offerings and capabilities for the 16 firms in the Digital Advice Monitor coverage group: Product Offering; Investor Questionnaire; Account Information; Goal Progress Tracking; Holistic Portfolio Analysis; Fund & Account Transfers; and Mobile Capabilities.

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          WHAT OUR CLIENTS SAY

          “Every time I’ve asked for help, I’ve always received exceptional and quick results. Thank you to your staff for the great support.”


          Online Brokerage Research Services

          Online Brokerage Research Services

          Improve investor engagement and track digital best practices and innovations.

          Online Brokerage Monitor research from Corporate Insight gives you a first-hand look at the online resources and tools leading firms use to engage digital-first investors.

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          How Our Online Brokerage Research Services Give You an Edge

          Corporate Insight’s Online Brokerage Research Services tracks the trading and research experiences of leading online self-service and hybrid brokerage firms. We give you an ongoing, in-depth analysis of the industry from the end-user perspective. Learn about key updates and trends before the competition. Our research examines the full breadth of brokerage accounts, covering online account resources, interactive tools, transaction capabilities and marketing initiatives. CI’s Online Brokerage Research Services helps you stay ahead of the field.

          We show you the latest planning tools, trade tickets and site security updates to identify pain points and improvement opportunities. Our research team leverages decades of digital experience, established UX best practices and our diverse panel of investors to help you provide standout online experiences.

          The Deliverables from CI’s Online Brokerage Research Services

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          Monthly Reports

          Monthly reports give you a detailed look at key aspects of the client and prospective investor experience for online brokerage firms. These reports provide an industry snapshot of a particular area or benchmark industry leaders with ratings that assess best practices, with critiques of aspects including usability, navigation and personalization.

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          Digital Strategy Updates

          Keep your finger on the pulse of the online brokerage experience with weekly updates that track all changes to your competitors’ digital experiences as they happen. Leveraging our team of investor panelists, we review changes in real time, showing our subscribers the latest revamps, new tools, transaction capabilities and educational resources.

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          Competitor Capabilities Tracking

          Whether you need a point-by-point comparison of the online brokerage industry across hundreds of categories or full videos of competitors’ client site capabilities, we have you covered. Our competitor matrices show you full offering suites across the industry. Watch site usage videos to see how these capabilities change over time.

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          Custom Analyst Support

          Get personalized support from our dedicated team of Online Brokerage analysts to help you dig deeper into your competition. Have an ad-hoc question about a competitor’s client experience? We’re here to give you an edge.

          Emontior Report -Secure Site Navigation

          E-Monitor Comparative Analysis Report – Secure Site Navigation

          Given the depth of account data and range of features available on most modern brokerage websites, firms must design their navigational structures in a way that prevents inefficiency and clutter. The ability to navigate through an online brokerage platform quickly and easily is highly important to self-directed and advised investors alike

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            Success story

            An Online Brokerage Research Services subscriber leveraged our research to respond to a competitor’s enhanced trading capability…
            Read the Full Story »


            Traditional Brokerage Research Services

            Traditional Brokerage Competitive Research Services

            Improve investor engagement and track best practices and innovations from leading brokerage firms.

            The Traditional Brokerage Research Services monthly subscription gives you a first-hand look at the competitive landscape of self-service and hybrid brokerage firms.

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            How Traditional Brokerage Competitive Research Services Give You an Edge

            Our Traditional Brokerage Research Services tracks the online and offline experiences at leading full-service and hybrid brokerage firms, giving you an ongoing, survey-backed qualitative analysis of the industry. Our research leverages authentic brokerage accounts and financial advisor contacts, to give you an in-depth look at topics such as product positioning, private site resources, statements and in-person interactions. CI’s Traditional Brokerage Research Services shows you how to stay ahead of the field.

            We’ll show you how leading firms attract new investors, provide existing investors with performance metrics and advise clients on security and retirement. Our research team leverages decades of brokerage experience, established UX best practices and a diverse panel of investors and financial advisors to help firms provide best-in-class online and offline experiences.

            The Deliverables for Corporate Insight’s Traditional Brokerage Research Services

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            Monthly Reports

            Our monthly reports examine key aspects of the offline prospect and investor experience for traditional brokerage firms. Best practice reports benchmark industry leaders with point-by-point ratings and give you best practices to help you improve your company’s offerings, while competitive analysis reports show you a snapshot of a specific industry area. We also provide a slide deck summarizing each report for easy sharing within your organization.

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            Collateral Tracking

            We'll show you all the communications our brokerage panelists receive, including statements, trade confirmations, newsletters, marketing pieces, disclosure documents and emails. All pieces are available to our subscribers to view or download.

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            Custom Analyst Support

            You also receive personalized support from our dedicated team of analysts to help you dig deeper into your competition. Have an ad-hoc question about a competitor’s client experience? We’re here to give you an edge.

            Annual Statement Analysis Report

            Broker Monitor Industry Overview Report: Annual Statement Analysis

            Corporate Insight is excited to present the latest installment of our annual hardcopy statement analysis, a topic we have examined consistently for over a decade. Using our proprietary Benchmarking Audit software, we assess the hard copy statements provided by every firm in the Broker Monitor competitive set, across roughly 70 individual data points.

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              what Our Clients Say:

              “I love the in-depth reports covering a particular capability. I love the ability to request competitor screenshots from CI.”