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Know Your Customer

"Know your customer" and "Know your competitors" are vital requirements for any business. In the world of financial services, Corporate Insight turns these broad concepts into actionable intelligence.

We Create Value

We create value for our clients with a singular approach: We help them better understand their customers and competitors by becoming the customer.

Objective & Comprehensive

Objectivity and comprehensiveness are the hallmarks of our core offerings—our Monitor services, consulting and research capabilities, and insights. And an unparalleled number of company functional areas utilize our services.

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Transcending the Human Touch is Now Available!
Corporate Insight is proud to announce the release of our latest study, Transcending the Human Touch: Onboarding and Product Strategy for Automated Investment Advice! This report provides an in-depth review of the online account opening and new client experience offered by a dozen leading investing startups, capturing the journey from prospect to funded account owner.
 
Transcending the Human Touch also addresses dozens of strategic and tactical questions that Corporate Insight’s clients have asked us regarding the best way to deliver advice online without a human intermediary. The report provides specific, actionable recommendations for how best to address these issues.
 
Our guidance draws on nearly three years of research on the investing startup space, including dozens of interviews with industry leaders and entrepreneurs. CI Analyst and author of Transcending the Human Touch, Grant Easterbrook, has provided commentary on the topic of online investment advice providers to numerous publications. Examples include such outlets as the New York Times, the Wall Street Journal, and Reuters.
 
Order Now!
For more information and to order your firm's copy of the full study, please contact Grace Lei at 646-929-5148 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it .
 
The Millennial Shift Study is Now Available!
CI's new study, The Millennial Shift: Financial Services and the Digital Generation helps financial services marketers, product managers and strategists to better understand Millennials and identify effective tactics for serving this demographic. The full study is now available for purchase!
 
Study Preview Featuring Excerpts
The preview contains six pages from the study focusing on Millennial mobile and digital usage trends and the importance of education as a tool for connecting with young investors.


Click here to download The Millennial Shift study preview


Order Now!
For more information and to order your firm's copy of the full study, please contact Grace Lei at 646-929-5148 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it .