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Banking and Cards Research

Digging into the Customer Experience: Banking and Credit Cards

Corporate Insight’s Bank Monitor, Credit Card Monitor and Small Business Card Monitor provide ongoing coverage of the products, websites and overall customer experience offered by the nation’s leading banks and card issuers. Our value-added banking and credit card research digs deeply to evaluate the retail and small business customer experience.

Online Statement Services PDF Print E-mail
These days, it is very easy for small business owners to access their company’s card statements online. In fact, all of our eight covered Small Business Card Monitor firms offer a statements section on the private site that contains monthly statements, and in some cases, statement inserts. Business card holders can also take advantage of other statement-related services, which vary by firm, such as requesting statement copies and changing statement delivery options. In this SBCM Featured Topic, we look into the types of online statement services offered by the eight firms.
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Small Business Comprehensive Resource Centers, Forums and Social Media Outlets PDF Print E-mail
Small business owners face various challenges when it comes to managing a company, including how to attract new customers. Fortunately, there are online resource centers, social media sites and forums that can assist business owners with these situations, offering advice, ideas or points of reference from experts or peers. In this edition of Small Business Card Monitor’s Featured Topic, we examine these very resources to see how well they assist small business owners with the challenge of bringing in new business.
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Online Dispute Tools PDF Print E-mail
Firms that provide dispute tools online allow card holders to submit inquires about transactions without having to contact customer service by telephone. In this Credit Card Monitor Report, we looked into private site online dispute tools, examining the process it takes to address a problem with a transaction, as well as what help features are provided in assisting clients through the dispute process.
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Account Migration Tools PDF Print E-mail
In an effort to help new account holders transition old accounts from outside banks, many firms offer various account migration tools, specifically in the form of a dedicated Switch Center. In this Bank Monitor Report, we looked into the account migration features offered by firms on the public or private site, examining the tools and resources made available to help clients through the process of transitioning their accounts.
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Private Site Recent Activity Pages PDF Print E-mail
Small business clients should be able to view recent and past card activities, as well as view account details, in one place of the private site – on Recent Activity Pages. For this Small Business Card Monitor Featured Topic, we examined the eight SBCM firms’ Recent Activity pages to see what type of information is available and how it is presented to clients.

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Private Site Homepages PDF Print E-mail
Private site homepages provide information about the state of the client’s accounts, including a summary, and also provide access to frequently used account maintenance tools and features. In this edition of Bank Monitor Report, we look at the account data provided directly on the private site homepage along with what quicklinks and organizational tools are offered.

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