Custom Research Solutions That Turn Insights into Action
Real answers tailored to your team’s needs. Identify gaps, validate strategic direction, and prioritize platform investments with custom research solutions that help you execute with confidence and precision.
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.
Targeted Research to Solve Strategic Challenges
Digital competition moves faster than most teams can track. Platforms evolve weekly and differentiation increasingly happens behind the login. Teams have to react to complex strategic problems with limited visibility into real experiences.
Get the insight to act with confidence with CI research. Our custom research blends competitive intelligence, benchmarking, and market research, all based on real customer journeys, to give you the answers to your most complex challenges.
Get Real Visibility Customized for Your Organization
Custom Research
Industry Trends Analysis
Evaluate experiences and priority products to identify gaps, validate direction, and prioritize platform investments.
Customer Insight
Uncover motivations, behaviors, and needs through tailored research and persona development.
Journey Optimization
Improve onboarding, account opening, and engagement by identifying friction and strengthening customer interactions.
Competitive Validation
Understand how competitors position products and deliver experiences through mystery shopping and landscape analysis.
Engagement Growth
Refine communication, onboarding, and cross-sell strategies to drive adoption, loyalty, and digital engagement.
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.
Financial Leader Creates New Products to Leverage Cross-Industry Trends
A leading financial institution sought outside help improving its annual strategic planning process and identifying the trends and issues that could impact the industry over the next five years.
CI leveraged our financial services, insurance and healthcare research to identify 10 key trends that would directly impact the client’s business, including the rise of financial wellness resources, increased product flexibility, and gamificiation to direct consumer behavior.
At an off-site strategic planning meeting, CI guided stakeholder discussions and planning exercises to identify the three most impactful trends to the client’s business and explore new products and business models. The client developed a proactive strategy to leverage these key trends.
Top U.S. Bank Grows with Expanded Spanish Language Options
A leading U.S. bank observed a two-year decline in its online deposit product sales at the same time that calls to its Spanish-speaking customer service line jumped.
CI conducted an extensive competitive analysis of Spanish language availability and capabilities across the websites and apps of top competitors, including cutting-edge interactive elements like chatbots and virtual assistants.
This competitive intelligence research empowered the bank to improve its product roadmap and accelerate the delivery of improved Spanish experiences, allowing Spanish speakers to self-service without calling customer service and ending the bank’s deposit product sales decline.
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.
Ready for Actionable Insights Customized for Your Team?
Connect with our team to discuss your goals or explore a sample of our research to see the insights we provide financial services firms every day.
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