Brokerage Mobile Experience Benchmark

The Brokerage Mobile Experience Benchmark evaluates the mobile apps of 21 leading brokerage firms. Prioritize digital investments with objective market intelligence and real investor expectations.
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See the Whole Landscape. Know Where You Stand.

Today’s organizations face rapidly evolving expectations, internal biases, and limited visibility into competitor experiences—it’s hard to improve your digital platforms. Meanwhile your competitors are building game-changing features behind login walls while you’re analyzing their marketing sites.

Experience Benchmarks show you where you lead, where you lag, and where to invest next. Turn competitive insights into actionable CX priorities with clear visibility into the trends shaping customer expectations in your industry.

Deep Dives into All Areas of Digital Experience

Our brokerage mobile benchmarking framework uses a comprehensive set of categories, subcategories and attributes covering the full digital experience. See where you stand and where to invest next in:

  • Account Information
  • Account Servicing
  • Trading
  • Research & Tools
  • Profile & Settings
  • Support
  • Design & Navigation

Brokerage Benchmark Competitor Set

 

  • Ally Invest
  • Ameriprise
  • Charles Schwab
  • Citi Self Invest
  • E*TRADE
  • Edward Jones
  • Fidelity
  • J.P. Morgan SDI
  • Merrill Edge
  • Merrill Lynch
  • Morgan Stanley
  • Raymond James
  • RBC
  • Robinhood
  • SoFi
  • T. Rowe Price
  • TIAA
  • UBS
  • U.S. Bancorp SDI
  • Vanguard
  • Wells Fargo Advisors

Brokerage Mobile Experience Benchmark Deliverables

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Competitive Rankings

Compare leading brokerage firms overall and within each category, sub-category and attribute, all according to proprietary surveys that determine the importance of each feature to real investors.

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Real Experience Evaluations

Review authenticated user journeys that firms don't publicly show. Identify gaps and opportunities in your own mobile experience.

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Investor-Driven Insight

Understand the priorities and user expectations that drive satisfaction, with proprietary survey data and expert UX reviews of each platform.

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Strategic Guidance

Real user journeys, expert analysis, and investor insights that show you the platform investments that will improve your competitive position.

Get an edge with the Brokerage Mobile Experience Benchmark

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Need More? Custom Competitive Benchmarking in Any Industry

A customized digital roadmap for better strategic investment. See how your platform compares to competitors, discover your strengths, and uncover the highest-value improvement areas to boost your competitive standing. 

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Benchmarking Tailored to Your Needs

Discover exactly where to invest for the biggest impact on your digital experience. A custom Experience Benchmark compares your firm’s platforms against your top competitors, for actionable answers to your biggest strategic questions. Available for any of the industries we serve.

    Download the Guide