December 2017 – 2017 Digital Advisory in Review & Best Practices

This report is the culmination of Corporate Insight’s first year offering its newest subscription research service, Digital Advice Monitor. Here, we tie together our findings after 12 months of closely tracking the space and providing in-depth research on the account opening, private website and iPhone client experience.

This report serves as a comprehensive best practices assessment for the entire digital advice customer journey, from account opening to goal tracking and money movement. We break down the digital advice customer experience into the following seven discrete categories: Public Site Marketing & Positioning, Investor Questionnaires & Portfolio Recommendations, Goal Progress Tracking & Projections, Aggregation & External Portfolio Analysis, Adding New Goal-Based Portfolios, Money Movement, Communication. For each, we examine best practices used to differentiate services and highlight noteworthy firms. The report also includes a summary of digital advice trends observed in the past year as well as all the significant changes that firms in the competitor set introduced since we published our first monthly update in April 2017.
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