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Asset Management - Advisor Experience Research Services

Help your advisors deepen their client relationships with research on best practices and new features for digital platforms.

The Asset Management Monitor – Advisor subscription research service shows you the best practices and new features that outfit advisors with engaging and effective sales and practice management resources.
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How CI’s Investment Advisor Experience Research Services Give You an Edge

The survey-backed research of Asset Management Monitor – Advisor helps you exceed the growing expectations of digital-first advisors with an authentic look at the advisor experience at leading asset management firms. This research covers everything from account management and retirement planning tools to prospecting and practice management resources. We can show you the features and capabilities that will give you an edge on the competition.

The Value in Our Deliverables for Asset Management Monitor – Advisor

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Experience Reports

Dive deep into monthly qualitative reports that each focus on a key aspect of the advisor digital journey in asset management. Reports regularly benchmark industry leaders with ratings that consider overarching trends and best practices. These in-depth analyses critique aspects including usability, navigation and personalization.
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Digital Strategy Updates

Keep your finger on the pulse of the asset management industry with biweekly updates that track all changes to your competitors’ digital advisor experiences. We review prospect and authenticated site capabilities in real time, showing you the revamps, new tools and marketing campaigns that deserve your attention.
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Competitor Capabilities

Whether you prefer a side-by-side matrix comparing industry leader capabilities across hundreds of data points or full videos of the advisor site capabilities of each competitor, we have you covered. Find out which firms offer each feature, then watch videos of how these capabilities have changed over time.
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Custom Analyst Support

We provide personalized support from our dedicated team of Investment Advisor Experience Research analysts to help you dig deeper into our research. Have an ad-hoc question about a competitor’s advisor offerings? We’re here to give you an edge.
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Asset Management Monitor: Advisor Competitive Research Report – Fund Comparison Tools

Fund comparison tools serve as an effective means to streamline the overall fund research process, simplifying the action of narrowing down potential client investments through valuable elements like side-by-side layouts and benchmarking capabilities. This report examines product list pages on the websites of nine firms in the AMM-A coverage set.

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What Our Clients Say

“CI is great to work with and has provided valuable insights to experiences we’re focused on improving.”

“Great insights, helps me stay abreast to emerging trends!”

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30 years of customer experience research. Trusted by 78% of the financial services and healthcare firms in the Fortune 100.
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Investing Industry Insights

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