Next-Generation Investing 2015: Digital Advice Matures Study Preview

Posted on September 2015

Next-Generation Investing 2015: Digital Advice Matures is our new comprehensive study on the leading investing and personal-finance related startups in the digital advice industry. The study will cover the past, present and future of these fintech startups and will provide particular value to firms facing the decision to buy, build or white-label a new financial technology solution.

Topics: Next-Generation Investing, Syndicated Studies

The Changing Face of Financial Advice: 2015 and Beyond Study

Posted on April 2015

Corporate Insight is proud to announce the release of our latest study, The Changing Face of Financial Advice: 2015 and Beyond! The study analyzes the challenges that financial advisors face in serving their clients, opportunities that exist for improving current customer satisfaction and acquiring new clients, and how the FA-client relationship is poised to evolve due to industry, demographic and technological factors.

Some of the questions addressed in this study include:

  • To what degree do advisors understand the customer experience elements that matter most to investors?
  • What makes clients end a relationship with a financial advisor?
  • Which "robo" advisor models pose the greatest threat to the traditional brokerage advisory model?
  • Which technologies are most helpful to financial advisors and their clients?
  • How can financial advisors improve their offerings to enhance client satisfaction?

Topics: Financial Advisors, Study Preview, Syndicated Studies

Transcending the Human Touch: Onboarding & Product Strategy for Automated Investment Advice Study

Posted on August 2014

Corporate Insight is proud to announce the release of our latest study, Transcending the Human Touch: Onboarding and Product Strategy for Automated Investment Advice! The study will examine the strategies and best practices for new client onboarding and delivering online advice with little or no human touch.

Five Examples of Strategy Questions the Study Addresses:
  1. How can a firm onboard new clients without a human financial advisor?
  2. Should firms use flat fee or assets under management pricing?
  3. Is offering aggregation of outside investment accounts necessary?
  4. How can firms create an online investor questionnaire that serves both unsophisticated and engaged clients?
  5. Should a firm’s recommended portfolio use active or passive management?

Topics: Next-Generation Investing, Study Preview, Syndicated Studies

2014 Investor Survey Report Preview: Investors' Digital Behavior and Preferences

Posted on June 2014

CI's 2014 Investor Survey Report examines the relationship between retail investors and their brokerage firms, identifying the Web and mobile features that matter most to different types of investors and have the greatest impact on their overall satisfaction. In our research, we conducted over 1,500 interviews among a sample of brokerage website users. Our analysis explores the behaviors and preferences of key demographic groups including mass affluent and high net worth investors, mobile brokerage users, active traders and more.
Complimentary Report Preview
To learn more about the report, we invite you to download our 2014 Investor Survey Report Preview featuring a seven page excerpt that focuses on brokerage website usage behaviors, preferences and trends.

Topics: Study Preview, Brokerage

The Millennial Shift: Financial Services and the Digital Generation Study Now Available!

Posted on April 2014

Corporate Insight is proud to announce the release of our latest study, The Millennial Shift: Financial Services and the Digital Generation! The study helps financial services marketers,product managers and strategists to better understand Millennials and identify effective tactics for serving this demographic. Click here to view the full table of contents.
Five Questions the Study Addresses
#1 How do Millennial attitudes/behaviors differ from those of earlier generations?
#2 What financial product features do Millennials value?
#3 Which financial services firms seem to be effectively targeting this group and why?
#4 What are the most effective ways to use technology to market to and serve these consumers?
#5 How can financial firms use education, gamification, social media and other innovations to connect with Millennials?
Study Preview Featuring Excerpts
The preview contains six pages from the study focusing on Millennial mobile and digital usage trends and the importance of education as a tool for connecting with young investors. Use the image below to get your study preview: 

Topics: Millennials, Study Preview, Syndicated Studies

DC Plan Participant Survey Report 2014

Posted on January 2014

For over 20 years, Corporate Insight has closely monitored and analyzed the online customer experience offered by financial services firms. Building on this extensive industry knowledge, we launched our Website Audit benchmarking service in 2004.

Topics: Study Preview, Whitepaper, Syndicated Studies, Retirement

Full Study Out Now! Next-Generation Investing: Online Startups and the Future of Financial Advice

Posted on October 2013

Corporate Insight is proud to announce the release of Next-Generation Investing: Online Startups and the Future of Financial Advice, the first comprehensive study on the investing- and personal finance-related startups that have emerged in the wake of the financial crisis. The study represents the culmination of nearly two years of research, encompassing over 100 online startups pioneering a wide variety of unique investment ideas. The Next-Generation Investing study offers detailed analysis of ten categories of unique investment products and services including:

Topics: Next-Generation Investing, Syndicated Studies

Bank Customer Survey Report – Free Preview

Posted on June 2012

Corporate Insight conducted an online survey of 1,000 bank customers to understand the relative importance of online banking features, mobile banking behaviors and the overall customer experience. We tabulated the data for 13 key demographic segments focusing on a variety of customer types.

The Bank Customer Survey Report summarizes the key findings from that survey. The report includes an executive summary examining the preferences of the total survey sample and detailed findings focused on six major themes: Bank Customer Demographics, Banking Website Attributes, Customer Satisfaction, Customer Service, Major Banks and Mobile Customers.

Topics: Banking, Study Preview, User Research, Whitepaper, Syndicated Studies

Social Media Leaders Report Now Available - Free Preview

Posted on April 2012

Corporate Insight is proud to announce the release of our third industry-wide study on social media practices across financial services, Social Media Leaders. The report ranks the social media efforts of over 90 financial services firms across banking, brokerage, credit cards, insurance, asset management and annuities.

The Social Media Leaders report features:

  • Detailed reviews of all leading firms
  • Industry trends & highlights
  • Best practice recommendations
  • Industry overviews & scorecards

To learn more, please download a free 13-page Social Media Leaders Report Preview featuring a series of detailed excerpts and key findings from the report.

Topics: Social Media, Study Preview, Syndicated Studies, Financial Education

Corporate Insight’s Mobile Study Released - Money on the Move: Mobile Finance Review 2011

Posted on June 2011

 We’re proud to announce the release of our latest study – Money on the Move: Mobile Finance Review 2011. The report weighs in at 275 pages, covering 44 firms across banking, credit cards, brokerage, mutual funds and annuities. In addition to our detailed reviews of each firms’ mobile platforms, we also discuss the historical background and future outlook for mobile finance, provide overviews of each industry segment and explain the best practices we saw in our research.

This year was an exciting one to be following mobile finance, up through the final days of our research. In just the last few weeks, we saw a number of new and ground-breaking advances, such as:

  • ING Direct Bump payments
  • Fidelity & Charles Schwab remote deposit capture
  • Vanguard’s new iPad app
If you’re interested in more information on our study, click here, or contact Bob Burlin at This e-mail address is being protected from spambots. You need JavaScript enabled to view it or 212-832-2002 x115.

Topics: Syndicated Studies, Mobile Finance