A new look at market intelligence

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Corporate Insight’s

Research Services

- Product Concept:

ALUMNI Monitor

www.CorporateInsight.com

An Introduction to Corporate Insight

Our Unique MethodologyCorporate Insight becomes the alumni– with live accounts at leading schools for the schools we track. We are constantly analyzing the alumni experience across leading schools that we track to help our clients improve their development and relations efforts.

Who We Are

Expertise: Customer Experience

1. Online channels: web & mobile

2. Offline communication: phone, mail, etc.

20+ year-old firm, started in financial services

Services

Monitor services

Consulting & custom research

Syndicated studies

About Us:

Located in the Graybar building in the heart of

mid-town Manhattan, Corporate Insight has

helped clients improve their customer experience

for over 20 years. Research operations first

addressed brokerage firms and have since

evolved to cover most major financial markets.

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Some of Our Clients

AVAILABLE ONLINE

ANALYST ACCESS

Collateral Materials

Monthly Updates

Monthly Reports

LIVE ACCOUNT ACCESS

Monitor Service Formula:Asset Management Mutual Fund Monitor Mutual Fund Monitor – Advisor

Banking Bank Monitor Credit Card Monitor Small Business Card Monitor

Brokerage & Workplace Investing Broker Monitor e-Monitor Retirement Plan Monitor Stock Plan Services Monitor

eFinance Mobile Monitor

Insurance

Annuity Monitor Life Insurance Monitor P&C Insurance Monitor Healthcare Monitor

Higher Education Alumni Monitor

Overview of Current Services

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Partners for growth

.

Actionable data & analysis

Client Value

Invisible set of hands helping you

We are an extension of your staff - constantly monitoring the competitive landscape – providing news & education for your entire workforce

• Tactical information to develop strategy and shorten decision times

• Tools that benchmark your position and identify strengths/ opportunities

We are a competitive intelligence service that constantly monitors the higher education industry. Clients that receive the most value from research are highly engaged with us and connect with our analysts regularly.

Our research is used by:

• Marketing

• Communications

• Alumni Relations

• Web design / e-Commerce

• Customer Experience Teams

• Compliance & Legal

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Our Unique Methodology

Monitoring leading institutions across the

United States

Special emphasis on digital channels

Conducting Audits of the digital presence

of leading institutions and the student

experience

Conducting usability analysis from the

alumni perspective

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PUBLIC & PRIVATE

SITE ACCESS

www. www.

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Product Concept: ALUMNI Monitor

Reports on Top Schools’ digital capabilities.

Education Monitor will report on:

Alumni Development

Online giving

Alumni experience

Social media

Mobile

And more …

A Variety of Segments

Public vs. Private

Non-Profit vs. For Profit

Institutions Large and Small

What We Analyze

We will cover leading higher education institutions

similar to those ranked by major publications

Examine alumni development and alumni relations

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Monitor Subscription Components

Monthly Reports on Best Practices

Monthly Updates

Collateral Materials

Campaign Tracking

Analyst Support

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Monthly Report on Best Practices

Summary Findings

Spotlights leaders and laggards

Best practice recommendations

Detailed Findings

Capability reviews schools tracked

Log Notes

Link to collateral materials

Topic Ideas

Alumni and Fund Raising

• Mobile Applications

• Social Media

• Fund Raising Campaigns

• Programs to Stay in Touch with Alumni

• Private Site Access

• Career Services

• Homecoming and Other Events

• Awards and Accolades

• Tracking Campaigns

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Update Reports – A Serial Publication

Monthly Publication

Reports changes made to leading schools

online presence

• Structural/Functional website changes

• New features and capabilities

• New programs

• New materials

Collateral Materials

Brochures, emails

Event announcements

Magazines

Alumni news

Program details

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Available to Answer Your Questions

Enterprise-wide access

No seat licensing restrictions

Report archives available online

Access to our analysts

Support questions

Ad-hoc requests

Webinars

New Client Orientations

A new look at market intelligence

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For additional information:

Dana Peterson

Vice President

646-454-2665

DPeterson@CorporateInsight.com