2014 Investor Survey Report Preview: Investors’ Digital Behavior and Preferences

Posted on June 10, 2014

CI’s 2014 Investor Survey Report examines the relationship between retail investors and their brokerage firms, identifying the Web and mobile features that matter most to different types of investors and have the greatest impact on their overall satisfaction. In our research, we conducted over 1,500 interviews among a sample of brokerage website users. Our analysis explores the behaviors and preferences of key demographic groups including mass affluent and high net worth investors, mobile brokerage users, active traders and more.
Complimentary Report Preview
To learn more about the report, we invite you to download our 2014 Investor Survey Report Preview featuring a seven page excerpt that focuses on brokerage website usage behaviors, preferences and trends.


Three Questions the Report Addresses

#1What do investors consider the most important website and mobile features?
#2 What activities do investors perform using their firm’s website and mobile app?
#3 How can firms improve their offerings to enhance client satisfaction?

What You Receive

Investor Survey Report
In-depth 70+ page report summarizing findings from our survey, including analysis of major demographic groups.

Investor Survey Data
Spreadsheet presenting the results of our comprehensive survey tabulated over key factors including age/generation, household income, liquid household assets, mobile usage, relationship with an advisor, trading activity and more!

Survey Presentation (optional)
Corporate Insight analysts Anneli Lefranc and Silviya Simeonova will present the results of the survey and answer your questions in an interactive session.

Order Now
For more information about the Investor Survey Report or our Brokerage Website Audit services, please contact Grace Lei at 646-929-5148 or glei@corporateinsight.com This e-mail address is being protected from spambots. You need JavaScript enabled to view it .