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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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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 .
Engaging Participants: Best Practices for Plan Sponsors
This research will enable plan sponsors to be up-to-date on current digital offerings from leading providers. The report showcases many visual examples from actual, live participant accounts.  This will provide you with actionable ideas to improve your participant experience with the goal of increasing participant engagement.   

The preview contains visual examples from the research of best practices for a participant homepage as well as for Mobile. 

Click here to see the preview page