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CI WRITTEN NAME

e-Monitor Research Services

Improve investor engagement and track digital best practices and innovations.

The e-Monitor research service from Corporate Insight gives you a first-hand look at the resources and tools that leading online brokerage firms use to engage digital-first investors.
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How e-Monitor Research from CI Gives You a Competitive Edge

The e-Monitor online brokerage research service tracks the trading and research experiences of leading online self-service and hybrid brokerage firms. We give you an ongoing, in-depth analysis of the industry from the end-user perspective. Our research examines the full breadth of brokerage accounts, covering online account resources, interactive tools, transaction capabilities and marketing initiatives. CI’s e-Monitor helps you stay ahead of the field, showing you key changes and trends as they happen across the industry. A subscription to e-Monitor shows you the latest planning tools, trade tickets and site security updates to identify competitive differences and improvement opportunities. Our research team leverages decades of digital experience, established UX best practices and our diverse panel of investors to help you provide standout online brokerage experiences.

The Deliverables from CI’s e-Monitor Research Service

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Monthly Reports

Monthly best practice reports give you a detailed look at key aspects of the investor and prospect experience for online brokerage firms. These reports provide an industry snapshot or benchmark industry leaders with ratings and critiques of key aspects including usability, navigation and personalization.
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Weekly Updates

Keep your finger on the pulse of the online brokerage experience with weekly updates that track all changes to your competitors’ digital experiences as they happen. Leveraging our team of investor panelists, we review changes in real time, showing our subscribers an up-to-date look at the competitive landscape.
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Competitor Capabilities Tracking

Whether you need a point-by-point comparison of the online brokerage industry across hundreds of categories or full videos of competitors’ client site capabilities, we have you covered. Our competitor matrices show you full offerings across the industry. Watch site usage videos to see how these capabilities in action and how they change over time.
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Custom Analyst Support

e-Monitor analysts give you customized support to help you dig deeper into your competition. Have an ad-hoc question about a competitor’s client experience? We’re here to give you an edge.
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e-Monitor Comparative Analysis Report

Cybersecurity represents a crucial responsibility for all brokerage firms, as they must safeguard clients’ wealth and personal data. This e-Monitor Report examines the account security offerings of all 21 coverage set firms. Preview this report now.

Access the sample e-Monitor report.

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What Our Clients Say

“I have already used [CI’s research] to help build a new login experience and will continue to review the reports to understand how we stack up to our competitors and determine where we need to make enhancements and differentiate ourselves from the rest.​”

“I love the in-depth reports covering a particular capability. I love the ability to request competitor screenshots from CI.”

“I rate the Corporate Insight team 10 / 10. Experts in their field, and as a one-person team, having them as a resource elevates my own capabilities in so many ways. Grateful for the partnership.”

See the Corporate Insight difference

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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The Digital Brokerage User Experience Is Now the Key Differentiator in the Retail Investing Marketplace

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View Behind the Login: How Asset Manager Websites Are Evolving

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Fidelity and Charles Schwab Top Corporate Insight’s 2026 Brokerage Experience Benchmarks

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View All Industry Insights »

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