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Corporate Insight Corporate Insight provides competitive intelligence and user experience research to the nation’s l

No one understands the intersection of technology and financial services quite like Corporate Insight. For nearly two decades, we have tracked new developments in the retail financial services industry, identifying best practices in online banking and investing, online insurance, customer service, mobile finance, active trading platforms, social media and other emerging areas. In the process, we h

ave helped our clients - which cover the entire spectrum of the financial services industry - to stay on top of industry trends and improve their competitive position. We are known for our detailed, objective research, unmatched expertise, and emphasis on the actual user experience. There are no assumptions in Corporate Insight’s work – we use live accounts at the firms we track to benchmark their effectiveness across all major channels and give our clients unparalleled competitive intelligence. Corporate Insight’s client list features most of the major players in the financial services industry including 70% of the financial services firms on the Fortune 500. Corporate Insight’s research and analysts are frequently cited in financial media outlets such as Barron’s, Bloomberg, CNBC, Forbes, SmartMoney and The Wall Street Journal as well as general news publications like the Associated Press, the New York Times, Newsweek, TIME and USA Today.

Our healthcare experts are excited to invite you to watch our latest webcast, on the latest innovations in health plan d...
21/02/2025

Our healthcare experts are excited to invite you to watch our latest webcast, on the latest innovations in health plan digital experiences. Drawing from the November 2024 Health Plan Monitor report on Unique and Innovative Features, we'll explore cutting-edge developments that are transforming how members interact with their health plans online.

This webcast showcases concrete examples of digital features that set industry leaders apart, helping you understand:

• How leading health plans are implementing innovative site tours and tools to enhance user navigation

• Advanced claim support resources that empower members to understand costs

• Cutting-edge approaches to delivering personalized health recommendations

Watch the webcast now to learn about these innovations in health plan digital experiences:

Unique and innovative features can help health plan firms offer the best digital experience. Watch a webcast here.

18/02/2025

Last chance to register! Join us Wednesday, February 19th at 2:00 pm ET for a free webinar previewing Corporate Insight’s exclusive survey-backed research that ranks the digital experiences of 20 leading banks. Our industry expert will show you how to offer a best-in-class digital experience using our Bank Experience Benchmarks.

Join us for this webinar and you’ll see:

- Full rankings and comparison of bank digital experiences for website and mobile
- Survey results that reveal the behaviors and preferences of today’s customers
- A deeper look at two key benchmark categories: Account Information and Account Servicing

Registration is still open here:

Wednesday, February 19, 2025 at 2:00 PM Eastern Standard Time.

CI is hosting a webinar on Feb 19 for our bank benchmarking research. Join us to see:- Full rankings and comparison of b...
14/02/2025

CI is hosting a webinar on Feb 19 for our bank benchmarking research. Join us to see:

- Full rankings and comparison of bank digital experiences for website and mobile
- Survey results that reveal the behaviors and preferences of today’s customers
- A deeper look at two key benchmark categories: Account Information and Account Servicing

Registration is now open. Preview the findings in this Insights post:

Competitive benchmarking for banks can reveal best practices and competitive gaps. See survey-backed insights here.

Our Medicare research team tracks the digital experience from leading Medicare organizations, keeping you up-to-date on ...
14/02/2025

Our Medicare research team tracks the digital experience from leading Medicare organizations, keeping you up-to-date on the latest changes across platforms. Read our latest Insights post to see how organizations are communicating about the new Prescription Drug Payment Plan option.

Medicare firms are communicating about the new Prescription Drug Payment Plan to patients. See examples here.

Do you work on digital experiences in health insurance? Missed our free webinar on the Health Plan Experience Benchmarks...
11/02/2025

Do you work on digital experiences in health insurance? Missed our free webinar on the Health Plan Experience Benchmarks, CI's exclusive ranking of the digital experiences from leading health plans? Access a recording of the webinar on this page to see key takeaways from the report and accompanying consumer survey:

Competitive benchmarking can help health plan firms offer the best digital experience. Watch a webinar here.

10/02/2025

Join our industry experts on Wednesday, February 19 for a free webinar showcasing our Bank Experience Benchmarks and consumer survey. Our bank team will show you:

- Today's leaders: Full rankings and comparison of bank digital experiences from 20 leading firms
- What customer's want: Survey results that reveal the behaviors and preferences of today’s customers
- A closer look: Preview two key benchmark categories, Account Information and Account Servicing

Register now:

Wednesday, February 19, 2025 at 2:00 PM Eastern Standard Time.

CI's Brokerage Experience Benchmark report finds that brokerage app users fall into three patterns of usage: - Mobile-ce...
07/02/2025

CI's Brokerage Experience Benchmark report finds that brokerage app users fall into three patterns of usage:

- Mobile-centric investors who conduct all trading activities on mobile
- Information-focused users who primarily use apps for market research and monitoring
- Hybrid investors who switch between mobile and desktop depending on their location

The mobile report examines how firms are trying to attract these different personas. Watch this video to learn more about the methodology behind these reports and how they provide a roadmap for offering the best user experience:

The 2024 Brokerage Desktop and Mobile Experience Benchmark reports will feature an in-depth look at the digital offerings from 20 leading brokerage providers...

Fintechs often appeal to customers because of the unique or innovative features that set them apart from traditional fir...
04/02/2025

Fintechs often appeal to customers because of the unique or innovative features that set them apart from traditional firms. CI's Fintech Monitor team recently published a report on these features, and our latest Insights post looks at example features from Revolt, Webull, and Acorns:

Over the past decade, the explosive growth of fintechs have caused noticeable disruptions within the financial services sector. Most notably, fintechs offer several important, unique, innovative and customizable features that legacy banks often neglect to incorporate in their applications. These uni...

03/02/2025

Join our industry experts on Wednesday, February 19 for a free webinar on our Bank Experience Benchmarks. Our analysts will preview this benchmarking research, showing you:

- Full rankings and comparison of bank digital experiences from 20 leading firms
- Survey results that reveal the behaviors and preferences of today’s customers
- A deeper look at two key benchmark categories: Account Information and Account Servicing

Register now:

Wednesday, February 19, 2025 at 2:00 PM Eastern Standard Time.

Higher levels of health insurance literacy are associated with more efficient use of healthcare services, yet many Ameri...
31/01/2025

Higher levels of health insurance literacy are associated with more efficient use of healthcare services, yet many Americans find health insurance complicated. To better understand consumer aptitude, behavior and confidence regarding health insurance, Corporate Insight’s Health Plan Monitor recently released a Health Insurance Literacy Study. See key findings and access a preview of the report here:

Higher levels of health insurance literacy are associated with more efficient use of healthcare services, yet many Americans find health insurance complicated. To better understand consumer aptitude, behavior and confidence regarding health insurance, Corporate Insight’s Health Plan Monitor recent...

The Retirement Experience Benchmarks evaluate the web and mobile platforms of 18 leading retirement platforms using a ri...
30/01/2025

The Retirement Experience Benchmarks evaluate the web and mobile platforms of 18 leading retirement platforms using a rigorous framework that covers the full participant digital experience. Learn more about the methodology and research behind this exclusive benchmarking in this video:

The 2024 Retirement Plan (Participant view) Desktop and Mobile Experience Benchmark report will feature an in-depth look at the digital offerings from 17 lea...

27/01/2025

Last chance to register! Join us this Wednesday, Jan 29, at 2 pm ET, for a Health Plan Experience Benchmarks & Consumer Survey Webinar. Our healthcare industry experts will preview this exclusive research, presenting findings from the benchmark and our consumer survey. Learn how to offer the best digital health plan experience. Register here:

Wednesday, January 29, 2025 at 2:00 PM Eastern Standard Time.

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