Corporate Insight (CI) was founded in 1992 with a mission to help companies across the financial services industry provide the best possible customer experience for their prospects, customers and advisors.
From the perspective of actual account holders, we are able to provide our clients with detailed, unbiased research and actionable recommendations to improve their digital offerings and overall user experience.
Corporate Insight’s research examines how companies connect with prospective and current customers via digital – websites, mobile platforms and social media properties – and offline – branch, mail and phone-based systems – channels. By comparing the offerings of competing firms, we are able to highlight best practices related to content, design, functionality and offline support.