Online Brokerage Research Services

Improve investor engagement and track digital best practices and innovations.

Online Brokerage Monitor research from Corporate Insight gives you a first-hand look at the online resources and tools leading firms use to engage digital-first investors.


How Our Online Brokerage Research Services Give You an Edge

Corporate Insight’s Online Brokerage Research Services 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. Learn about key updates and trends before the competition. Our research examines the full breadth of brokerage accounts, covering online account resources, interactive tools, transaction capabilities and marketing initiatives. CI’s Online Brokerage Research Services helps you stay ahead of the field.

We show you the latest planning tools, trade tickets and site security updates to identify pain points 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 experiences.

The Deliverables from CI’s Online Brokerage Research Services


Monthly Reports

Monthly reports give you a detailed look at key aspects of the client and prospective investor experience for online brokerage firms. These reports provide an industry snapshot of a particular area or benchmark industry leaders with ratings that assess best practices, with critiques of aspects including usability, navigation and personalization.


Digital Strategy 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 the latest revamps, new tools, transaction capabilities and educational resources.


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 offering suites across the industry. Watch site usage videos to see how these capabilities change over time.


Custom Analyst Support

Get personalized support from our dedicated team of Online Brokerage analysts 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.

Emontior Report -Secure Site Navigation

E-Monitor Comparative Analysis Report – Secure Site Navigation

Given the depth of account data and range of features available on most modern brokerage websites, firms must design their navigational structures in a way that prevents inefficiency and clutter. The ability to navigate through an online brokerage platform quickly and easily is highly important to self-directed and advised investors alike

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    Success story

    An Online Brokerage Research Services subscriber leveraged our research to respond to a competitor’s enhanced trading capability…
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