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Corporate Insight is celebrating its 25th anniversary this year. As part of this celebration, we are releasing a series of slide decks that look back at different ways financial services firms have evolved in the digital space since the 1990s.

In the first slide deck, we explore the evolution of communication and customer service methods, including trends we’ve seen over the last 25 years and examples from various firms in the brokerage and asset management industries. 

Topics covered in this slide deck

  • Phone support and automated phone systems
  • Email support
  • Site search
  • Live chat

Meet the authors


Download slide deck

Kseniya Nadtochiy
Sr. Research Associate
Asset Management Monitor

Laura Schipper
Research Associate
e-Monitor and Broker Monitor

How has the customer experience changed?