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2013 Bank Website Audit PDF Print E-mail
Corporate Insight’s Bank Monitor research service has been tracking bank websites since 2000. Over time, these sites have evolved from simple tools for checking account balances to advanced platforms that allow clients to pay bills, make deposits and service their accounts without stepping foot in a branch office.

Building off the success of our Brokerage Website Audit service, Corporate Insight developed the Bank Website Audit in 2005. The Bank Website Audit helps clients understand how their websites fare against competitors and offers them actionable advice to improve their online user experience. Our Audit service presents clients with a view of the entire competitive landscape, along with the ability to drill down and take a close look at how individual features or tools on their website stack up against competitor offerings.

To learn more about the latest version of the Bank Website Audit and how our service can help improve your bank's online and mobile user experience, please contact Ben Pousty at 212-832-2002 x-134 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Bank Website Audit Methodology

Audit Weightings
The Bank Website Audit is supported by a large-scale survey of over 1,000 online banking customers; our most recent survey was completed in November 2011. The results help establish importance weightings that are applied to our scoring models to reflect the preferences of different consumer profiles/demographics.

Audit Categories
The Bank Audit covers seven categories focusing on both the online and mobile user experience. which are further broken down into 41 sub-categories and 250+ attributes. The Bank Website Audit categories and sub-categories are as follows:
  • Account Information
    • Account Aggregation
    • Account Alerts
    • Account Balances & Summary
    • Account History  
    • Account Integration
    • Account Statements
    • Check Images
  • Account Servicing
    • Customer Service Email & Chat
    • Financial Education
    • Online Help & FAQs
    • Privacy & Security Policy
    • Self–Service Functions
  • Mobile Capabilities
    • Account Information
    • Authentication & Security
    • Design & Navigation
    • Devices & Platforms
    • Help & Customer Service
    • Transaction Capabilities
  • Product Offerings
    • Deposit Products
    • Card Products
    • Consumer Loans
    • Estate Planning
    • 529 Plans
    • Insurance
    • Investing
    • Premium Relationship Accounts
  • Prospect Experience
    • Account Comparison Chart
    • Account Selection Assistant Tools
    • ATM & Branch Locator
    • Demos
    • Online Account Application
    • Product & Service Information
    • Public Homepage
  • Transactional Capabilities
    • External Electronic Funds Transfer
    • Internal Electronic Funds Transfer
    • Online Bill Pay
    • Online Wire Transfer  
      
  • Website Design & Usability
    • Customizability
    • Navigation & Information Architecture
    • Overall Site Design
    • User Authentication













For additional information on our Bank Website Audit service, please contact Ben Pousty at 212-832-2002 x-134 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it