Digital Advice Audit

Our comprehensive benchmarking and gap analysis of the digital advice investor and prospect experiences reveals strengths, weaknesses and tailored recommendations to create competitive advantages.


Digital Advice Audit target platforms

Clients can create a custom-made list of leading industry competitors for inclusion in our benchmarking audits. Using our extensive network of panelists, we provide an unparalleled assessment of the digital advice investor experience.

Deep Dives into Framework Categories

From Money Movement & New Portfolio Creation to Mobile Capabilities, our benchmarking audit analyzes firms within seven framework categories, 26 sub-categories and over 100 attributes.

Digital Advice Audit Deliverables

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Importance Ratings

We weight each category, sub-category and attribute according to proprietary surveys that determine the importance of each feature to digital advice users.

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Benchmarking Data

Firms receive scores on a four-point scale for every category, sub-category and attribute, identifying strengths and weaknesses for you and your competitors.

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Peer Gap Analysis

Illustrates the gap between the client and the average for all firms, stacked by strength to weakness.

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Tailored Recommendations

We prioritize enhancements to the digital advice experience by drawing from industry best practices and audit performance.

Project Scope & Timeline

Features

  • Audit updates – Build in quarterly or semi-annual updates that track progress, highlight new features
  • Analyst support – Receive ongoing access to our analysts throughout the engagement
  • Receive tailored recommendations with competitor best practice examples
  • Segment survey data by demographics

Software Customization

  • Create custom reports with our proprietary audit software, including head-to-head comparisons and altered weightings to reflect different user types in any combination of categories
  • See analyst commentary for grading justification, and review our grading criteria

Get an edge with a Digital Advice Audit

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