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

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.

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.

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.

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.

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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Success story

A large asset management firm was close to rolling out a revamp of its authenticated investor site. The firm engaged Corporate Insight for help in understanding how competitors have communicated such changes to clients in the past. Leveraging our digital strategy updates and collateral, we were able to share dozens of examples of site-revamp-related messaging from competitors, including website screenshots, emails to fund owners and paper statement messages. After reviewing these communications, the firm brought CI on as a consultant to identify key differentiators in the new platform. We helped the firm prioritize which unique features should be emphasized in its revamp-related messaging, focusing on those capabilities that our comprehensive UX research indicated would resonate most with its target investors.

Investing Industry Insights

Annuity Issuers Respond to SECURE Act with Cheers and Educational Flyers

Annuity issuers are responding to the SECURE Act, which creates new opportunities to position annuities as lifetime income, with new educational materials about annuities and retirement

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Here Are the Gold Medal Winners from the Life Insurance and Annuity Monitor Awards

Corporate Insight’s Awards Reports detail the life insurance and annuity firms that leverage their leading digital user experiences to gain an advantage of their competitors.

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