A new look at market intelligence
1
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.
2
33333
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
4
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
5
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
6
PUBLIC & PRIVATE
SITE ACCESS
www. www.
77
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
8
Monitor Subscription Components
Monthly Reports on Best Practices
Monthly Updates
Collateral Materials
Campaign Tracking
Analyst Support
9
10
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
11
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
12
13
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
141414
For additional information:
Dana Peterson
Vice President
646-454-2665