Small Business Banking Research Services

Cater to the needs of small business owners with digital experience analysis of traditional and fintech business banking platforms

The Small Business Banking Research Services monthly subscription service tracks and analyzes the card and banking platforms and services available to small- and medium- sized businesses, from cash and card management resources to mobile app experiences

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How Our Small Business Banking Research Services Give You an Edge

Small Business Banking Research Services monitors a blend of multi-product, deposit-only and card-only relationships, offering  coverage of a wide variety of tools and services tailored to businesses, including cash management services, rewards and authorized user management.

The Value in Our Deliverables for Small Business Banking Research Services

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Benchmarking 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.

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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.

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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.

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Custom Analyst Support

We provide personalized support from our dedicated Small Business Banking 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.

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Introduction to Small Business Banking Monitor

Small Business Banking Monitor tracks and analyzes the banking platforms and services available to small- and medium-sized businesses. The coverage group is a blend of multi-product, deposit-only and card-only relationships, depending on what products the firms offer.

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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…
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