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.


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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    What Our Clients Say

    “It is always a great pleasure to work with the Corporate Insight team. [They] have all helped us to execute and deliver so many great insights throughout the year. Genuinely THANK YOU for all your efforts.” – Bank Monitor Client