A leading online brokerage firm noticed recent enhancements to a competitor’s trading capabilities and wanted to evaluate whether it needed to make similar changes. With increasing price compression, firms face pressure to differentiate themselves via their digital investor experiences. New capabilities and ease of use can make the difference between gaining and losing an investor. CI’s team of Online Brokerage Research analysts consulted our investor panel to examine the competitor’s new capabilities, generating a report on the enhanced snap tickets, quick tickets and unique trading flows. Our analysts evaluated the value of these enhancements and ticket features to both active traders and casual investors, helping our subscriber determine the most critical components and offering actionable recommendations for improving current offerings.

All Author Posts