How we work with you

JavaScript is disabled in your browser. We use JavaScript on this site to enhance your experience.

Your needs come first

Each Insight client is unique, and so is each client relationship. We look to build deep and lasting relationships with our clients through close collaboration that focuses on their distinct needs. Our most successful relationships are ones in which our clients view us as an extension of their internal teams, working with us in a way that best suits them.

Our client relationships

We have built our business on client advocacy. This means going beyond simply being a partner or solutions provider. It means putting our client first – always. It means doing the hard things, such as the extra research, the tailored portfolios, the bespoke reporting. It means challenging the status quo and continuously innovating.

Client service and satisfaction

Over 100 Insight professionals across New York, Boston and San Francisco have a hand in servicing our clients, from our dedicated relationship managers and servicing teams to our experienced investment managers, credit analysts, solution designers and actuaries.

Our dedicated team

We pride ourselves on offering a unique client experience tailored to the client’s circumstances and requirements, both today and tomorrow. We establish dedicated, highly experienced teams to understand the needs of our clients and stakeholders.