Corporate Insight is the leader in competitive intelligence and digital experience research for the financial services industry. For over 30 years, we’ve helped leading asset managers, wealth management firms, brokerages, and financial institutions understand evolving investor and advisor expectations, evaluate their digital experiences, and identify opportunities to strengthen engagement and growth.

Our research combines first-hand customer journey analysis, rigorous UX benchmarking, and deep industry expertise to provide an objective view of the competitive landscape. By using real accounts and analyzing actual digital experiences, we uncover the capabilities, trends, and innovations shaping the future of financial services.

Trusted by many of the nation’s leading financial firms, Corporate Insight empowers product, digital, marketing, client experience, and strategy teams with the insights they need to make smarter decisions, prioritize investments, and deliver best-in-class experiences for clients and advisors.

Our client list includes 70% of financial services firms on the Fortune 500, and our research is frequently cited by leading industry and business publications for our objective insights into the trends shaping financial services.