Consulting in Action | Case Studies
Creatively Delivering Results
Corporate Insight has delivered high-value results to clients in dozens of consulting engagements over the years. Here are a few noteworthy examples:
- A best practices analysis of online and statement reporting of realized and unrealized gains and losses across a variety of security types
- An assessment of the global trading capabilities offered by several retail brokerage firms
- A mystery shop and best practices analysis of the branch, online and phone-based rollover IRA opening experience offered by several leading brokerage firms
- An analysis of Web-based retirement-plan participant personalization based on the employee’s age, plan status and history with the plan
- An assessment of best practices in electronic customer communications such as statements, transaction confirmations, fund shareholder communications, proxies, etc.
- A benchmarking of the design, navigation, functionality and usability of leading retirement plan sponsors’ Websites
- An analysis of the ATM user experience at several banks, including menu tree, remote deposit capture capabilities, targeted marketing and workflow
For further information on our Monitor services, please contact Bob Burlin, Director, Business Development, at 212-832-2002, ext. 115 or rburlin@corporateinsight.com. You can also use our online contact form.
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