Ignites: Fidelity, Schwab Top Other Brokerages for Digital Experiences

Last updated on: September 11, 2024

Ignites covered Corporate Insight’s Brokerage Experience Benchmark in a new article:

Fidelity beat out 19 other leading brokerage firms and won Corporate Insight‘s top spot this year for customer experience with its website, ousting Charles Schwab, which clinched that spot the previous year.

Schwab, however, ranked No. 1 for customer experience with its mobile app for a second year in a row. Fidelity climbed from third place in 2023 for its mobile app experience, to second place this year. The Boston-based firm pushed E*Trade out of second place in 2023 and into third this year, tied with Merrill Edge.

“Clients who are happier with their digital journeys are more likely to stay and spread the word,” said Ian Bonhotal, research manager for the brokerage team at Corporate Insight.

Read the full article on Ignites.

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