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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Corporate Insight's Monitor Awards

altThe Monitor Awards are Corporate Insight’s annual report recognizing financial services firms for excellence in the online and offline experience they offer the end-user. The awards are presented in our Monitor publications, including Advisor Monitor, Annuity Monitor, Bank Monitor, Credit Card Monitor, e-Monitor and Mutual Fund Monitor. The inaugural Monitor Awards reports for our newest services – Life Insurance Monitor, P & C Insurance Monitor and Small Business Monitor – will be released next year.

Using our proprietary Website Audit benchmarking software, each Monitor team reviews and grades the key online features offered by the firms in their coverage group. Our experienced analysts use these results and relevant industry trends to recognize the leaders and innovators across the industry. Firms are awarded Gold, Silver and Bronze Monitors for a variety of categories that are essential to the user experience.

Monitor Award categories vary by industry. A few examples include:

  • Website Navigation
  • Trade Tickets
  • Account Statements
  • Transaction Capabilities
  • Account Information
  • Education Resources
  • Alerts
  • Online Help
Read more...