Bank Monitor

Bank Monitor was launched at the turn of the century in 2000 and focuses on the online user experience leading banks provide account holders and prospects. Using actual bank accounts, Bank Monitor gives you a first-hand look at the online capabilities including interactive tools, transactions, customer service and account documents as well as the products offered by your competitors across the banking industry.

Tracks 17 Leading Banks

  • Ally Bank
  • Bank of America
  • BB&T
  • Capital One
  • Capital One 360
  • Chase
  • Citibank
  • Citizens Bank
  • Fifth Third
  • KeyBank
  • PNC
  • Santander
  • Schwab Bank
  • SunTrust
  • TD Bank
  • U.S. Bank
  • Wells Fargo
Monthly Research Reports – In-depth reports that focus on key aspects of the online client and prospect user experience, banking products, account documents, industry trends and more. Reports include:
  • Detailed reviews of each Bank Monitor firm
  • Key findings and best practice analysis to help improve your company's offerings
  • Handy matrix summarizing your competitors' offerings
Bi-Weekly Updates– Comprehensive review of changes and additions to competitor public, client and advisor sites with an emphasis on:
  • Website design and usability
  • Online product and education resources
  • Online marketing practices
  • Client account information and transaction capabilities

Monthly Research Report Summary Slide Decks –Key summary findings, best practices from industry leaders and recommendations from each report condensed into a convenient slide deck that can easily be shared with colleagues.

Client Website Videos– Go behind-the-login and take a first-hand look at the online resources your competitors offer their clients.

Client Collateral Materials – All materials and communications that we receive are available for subscribers to view or download online. This includes account statements, newsletters, marketing pieces, disclosure documents and email communications.

Competitor Summary Matrices – Breakdown of the key client website features offered by all Bank Monitor firms. A matrix comparing products and key fees is also included.

Analyst Support – Personalized research support from our experienced Bank Monitor team.

Alex Filiaci

Senior Analyst, Bank Monitor and Credit Card Monitor

Alex Filiaci is Senior Analyst for Corporate Insight’s Bank and Credit Card Monitor research services. He has conducted extensive research on the banking, brokerage and credit card industries, examining the online platforms and technological innovations leading firms offer prospects and clients. Alex has been tracking the tactics and online resources financial services firms use to market to and serve Millennials since the start of 2013, which culminated in “The Millennial Shift,” a syndicated study highlighting industry trends, innovations and best practices for serving Millennial clients. He has been quoted in Investment News, Investor’s Business Daily and Financial Advisor Magazine. Alex graduated from Binghamton University in 2010 and has been a member of the Corporate Insight team since 2011.

Research Associate: Evan Bakker

Research Associate: Michelle Ammirati

Research Associate: Javonni Judd