Targeted Messaging by 401(k) Record Keepers
The Challenge
 A leading defined contribution recordkeeper wanted to overhaul its participant messaging to encourage better saving and investing habits among its customers. Before starting the overhaul process, the firm needed to understand how—and how much– competitors used targeted messages to influence participant behavior.
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ATM Interface Analysis
The Challenge
 A banking client was planning to upgrade its ATM user interface and wanted us to benchmark its own offering against those of its competitors. There were two goals: to identify where the client’s platform needed improvement, and determine flaws in its competitors’ ATM interfaces that the client could exploit.
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IRA Mystery Shop & Account Opening Study
The Challenge
Our client made the strategic decision to increase its share of the individual retirement account (IRA) marketplace. To support that goal, the firm decided it needed to improve its IRA opening process and client experience. This required insight into the current effectiveness of its account opening process relative to key competitors across three key channels – the branch office, on the phone and on the Web. The firm was also interested in understanding how competitors sell related products and services to mass affluent investors during the account opening process.
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Selling & Positioning Fixed Income Products
The Challenge
 A leading retail brokerage firm was concerned that sales of its fixed income products lagged the industry and didn’t reflect the products’ high quality. The firm believed that the problem was how its sales force positioned and sold the products.
Corporate Insight’s two tasks were to evaluate how the client and its competitors positioned and sold fixed income products across multiple sales channels (branch, telephone and Website); and identify where the firm could improve its prospect experience.
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CI Case Study - 401(k) Record Keepers
