Company Details
Competitors of Customer Insight Group, Inc.
INDATA® is a leading industry provider of software and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office. INDATA’s iPM Portfolio Architect AI is the investment industry’s first portfolio construction, modeling,... Read More
Pivotal CRM for Financial Services is a powerful industry-specific customer relationship management solution for firms that want to use CRM strategically—to model, enhance, and streamline their unique sales, marketing, and customer service processes, not dictate them. Pivotal CRM addresses the... Read More
Over the last 30 years of industry change, our core mission to help our clients focus on their unique strategies and deliver exceptional investor service has never wavered. With unparalleled precision and ahead-of-the-curve solutions, we've helped over 4,400 firms in nearly 60 countries — from... Read More
Products & Services
View AllNew Loyalty Program Development
At Customer Insight Group, we’ve developed and implemented successful loyalty programs for over 25 Fortune 500...
Learn MoreLoyalty Program Audit
Times have changed, the economy has changed, and your competition is barking at your heels. Your program, which worked...
Learn MoreLoyalty Marketing Workshops
Introducing Customer Insight Group’s Customized In-House Loyalty Workshop. The experts from Customer Insight Group...
Learn MoreCause Marketing Exploration
Cause Marketing is a powerful force. It satisfies your company’s desire to be a force for good, and at the same time,...
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