A leading brokerage firm sought to improve its online document center in response to recent related competitor enhancements. With increasing price compression and digital-first competition, traditional brokerage firms face pressure to differentiate themselves via their online experiences. Ease of use can make the difference between gaining and losing HNW investors. CI’s team of Traditional Brokerage Research analysts leveraged our team of panelists to examine the document vaults of 17 leading brokerage firms, generating a report with an industry overview and unique features of the competitors’ document vaults. Through our established UX principals and decades of brokerage experience, our analysts evaluated these features to identify areas where the client could improve its own document experience. With our research, the subscriber adopted the highest value features for its own document center, helping the firm to offer a leading online experience.

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