Brokerage Competitive Intelligence Research

CI’s Broker Monitor tracks the online and offline experiences at leading full-service and hybrid brokerage firms, giving you an ongoing, survey-backed competitive analysis of the industry. Our research leverages authentic brokerage accounts and financial advisor contacts to give you an in-depth look at topics such as product positioning, private site resources, statements and in-person interactions. CI’s brokerage research teaches you how to stay ahead of the field. Broker Monitor shows you how leading firms attract new investors, provide existing investors with performance metrics and advise clients on security and retirement. Our research team leverages decades of brokerage experience, established UX best practices and a diverse panel of investors and financial advisors to show you how to offer a best-in-class user experience.