Corporate Insight’s comprehensive Digital Advice Audit offers firms an in depth benchmarking assessment of their investor and prospect digital experience versus competitors’. The Audit examines the full website and mobile experience, covering features such as account information, money movement and portfolio creation. It provides clients with a complete picture of the competitive landscape, helping them understand how their capabilities stack up across more than 100 individual attributes. Along with our benchmarking assessment, clients who engage us for a Digital Advice Audit receive scores and ranks for all firms assessed, a gap analysis to identify improvement opportunities and personalized recommendations to address important weaknesses.
Brokerage Audit Methodology
The Digital Advice Audit features weighted scores that reflect the results of a large-scale survey of 1,500 investors conducted in August 2018. This survey gathered consumer input regarding the web and mobile features and services that matter most to different investor segments. The results help establish importance weightings that we apply to all Audit scores, reflecting the preferences of different consumer demographic groups.
The Digital Advice Audit covers seven categories, which are further broken down into 24 sub-categories and 100+ individual attributes. Our current framework consists of the following categories and sub-categories: