Investment Experience Research Services

Investment Experience Research Services

Engage prospects and deepen client relationships by enhancing the digital investor experience.

The Investment Experience Research monthly subscription shows you how the latest technology can help keep investors engaged amid industry compression and volatility.

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Gain an Edge With Our Investment Experience Research Services

Our survey-backed research helps you exceed the growing expectations of digital-first investors through an authentic look at the client experience at leading asset management firms in everything from account management and asset allocation tools

to transactions and investor education. By leveraging a diverse panel of investors, we can show you the features and capabilities that will give you an edge on the competition.

The Value in Our Deliverables for Investment Experience Research Services

Experience Reports

Dive deep into monthly qualitative reports that each focus on a key aspect of the investor 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.

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 experiences. We review prospect and authenticated site capabilities in real time, showing you the revamps, new tools and marketing campaigns that deserve your attention.

Competitor Capabilities

Whether you prefer a side-by-side matrix comparing industry leader capabilities across hundreds of data points or full videos of the authenticated 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.

Dedicated Analyst Support

We provide personalized support from our dedicated team of Investment Experience Research analysts to help you dig deeper into our research. Have an ad-hoc question about a competitor’s client offerings? We’re here to give you an edge.

Asset Management Monitor: Investor Competitive Research Report – Email Subscription Services

Many asset management firms produce a sizeable amount of thought leadership content and fund updates, making the effective dissemination and promotion of these materials to interested audiences extremely important. This report assesses the design and value of the subscription services of seven firms in our coverage set.

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Success story

A large asset management firm was close to rolling out a revamp of its authenticated investor site. The firm engaged Corporate Insight for help in understanding how competitors have communicated such changes to clients in the past. Leveraging our digital strategy updates and collateral, we were able to share dozens of examples of site-revamp-related messaging from competitors, including website screenshots, emails to fund owners and paper statement messages. After reviewing these communications, the firm brought CI on as a consultant to identify key differentiators in the new platform. We helped the firm prioritize which unique features should be emphasized in its revamp-related messaging, focusing on those capabilities that our comprehensive UX research indicated would resonate most with its target investors.


Investment Advisor Experience Research Services

Investment Advisor Experience Research Services

Help advisors deepen their client relationships by enhancing strategic content across digital platforms.

The Investment Advisor Experience Research monthly subscription shows you how the latest technology can help outfit advisors with engaging and effective sales and practice management resources.

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How Investment Advisor Experience Research Services Give You an Edge

Our survey-backed research helps you exceed the growing expectations of digital-first advisors through an authentic look at the advisor experience at leading asset management firms in 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 Investment Advisor Experience Research Services

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.

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.

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.

Custom Analyst Support

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.

asset management advisor report

Asset Management Monitor: Advisor Competitive Research Report – Fund Profile Pages

Fund product pages allow financial advisors to stay abreast of fund strategies, performance and risk data, expense details and benefits, thereby helping them sell products and manage client portfolios more effectively. According to our 2018 Financial Advisor Survey, detailed fund information is important to all age groups.

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Success story

A large asset management firm was interested in understanding the breadth and depth of competitors’ tax resources to inform its own tax center revamp…
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Digital Advice Research Services

Digital Advice Research Services

Improve investor engagement and track digital best practices and innovations.

The Digital Advice Research Services monthly subscription gives you a first-hand look at the resources and tools leading firms use to differentiate algorithmic investing experiences.

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How Our Digital Advice Research Services Give You an Edge

Digital Advice Research Services tracks tools, marketing initiatives and digital capabilities of leading algorithmic-based investing platforms, offering our subscribers an in-depth analysis of the increasingly crowded industry from the authentic investor perspective. Our research examines the full breadth of digital advice accounts, tracking the client and prospect digital journeys at leading firms.

The Value in Our Deliverables for Digital Advice Research Services

Best Practice Reports

Our quarterly reports examine key aspects of the client and prospective investor experience on leading algorithmic-based investing platforms. These reports benchmark industry leaders with ratings that assess best practices and critique aspects including usability, navigation and personalization.

Digital Strategy Updates

Keep your finger on the pulse of the digital advice experience with monthly updates that track all changes to your competitors’ digital interfaces as they happen. Leveraging our team of investor panelists, we review changes in real time, showing our subscribers the latest revamps, new tools, marketing initiatives and educational resources.

Competitor Capabilities Tracking

Whether you need a point-by-point comparison of the digital advice industry across hundreds of categories or full videos of competitors’ authenticated site capabilities, we have you covered. Discover which firms offer each feature and watch videos to see how these capabilities change over time.

Custom Analyst Support

We provide personalized support from our dedicated team of Digital Advice analysts to help you dig deeper into our research. Have an ad-hoc question about a competitor’s digital experience? We’re here to give you an edge.

Digital Advice Monitor Awards

Digital Advice Awards Report, detailing the best features of robo advisor offerings and functionalities across seven key areas. In our analysis, we review the following offerings and capabilities for the 16 firms in the Digital Advice Monitor coverage group: Product Offering; Investor Questionnaire; Account Information; Goal Progress Tracking; Holistic Portfolio Analysis; Fund & Account Transfers; and Mobile Capabilities.

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Success story

A major financial firm was launching a new digital advice product, following a significant marketing rollout campaign. One of our clients needed to make a presentation to its board of directors to lay out any potential competitive gaps with this competitor’s product and its own robo advice product. The Digital Advice Research Services team quickly provided full details on product specifications—investment minimums, fees, costs of underlying expense ratios per portfolio—and identified unique features of the competitor’s authenticated site experience. Our team was also able to highlight points of differentiation that the client used to drive the conversation with its board.


Online Brokerage Research Services

Online Brokerage Research Services

Improve investor engagement and track digital best practices and innovations.

The Online Brokerage Monitor monthly subscription gives you a first-hand look at the online resources and tools leading firms use to engage digital-first investors.

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How Our Online Brokerage Research Services Give You an Edge

Online Brokerage Research Services tracks the trading and research experiences of leading online self-service and hybrid brokerage firms, offering our subscribers an in-depth analysis of the industry from the authentic investor perspective. Our research examines the full breadth of brokerage accounts, covering online account resources, interactive tools, transaction capabilities and marketing initiatives. As the brokerage industry faces high investor expectations amid commission-free trades and funds, extended hours trading and expanded digital advice offerings, a subscription with Online Brokerage Research Services helps our clients stay ahead of the field.

We track 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 firms provide standout online experiences.

The Value in Our Deliverables for Online Brokerage Research Services

Best Practice Reports

Our monthly reports examine key aspects of the client and prospective investor experience for online brokerage firms. These reports benchmark industry leaders with ratings that assess best practices and critique 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. Discover which firms offer each feature and watch videos to see how these capabilities change over time.

Custom Analyst Support

We provide 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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Traditional Brokerage Research Services

Traditional Brokerage Research Services

Improve investor engagement and track best practices and innovations from leading brokerage firms.

The Traditional Brokerage Research Services monthly subscription gives you a first-hand look at the competitive landscape of self-service and hybrid brokerage firms.

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How Traditional Brokerage Research Services Give You an Edge

Traditional Brokerage Research Services tracks the online and offline experiences at leading full-service and hybrid brokerage firms, offering our subscribers survey-backed qualitative analysis of the industry. Our research leverages authentic brokerage accounts and financial advisor contacts, covering topics such as product positioning, private site resources, statements and in-person interactions. As the brokerage industry becomes increasingly competitive due to shrinking high net worth markets and the proliferation of digital advice, a subscription with Traditional Brokerage Research Services helps our subscribers stay ahead of the field.

We identify how leading firms attract new investors, provide existing investors with performance metrics and advise clients on security and retirement. Our research team leverages our decades of brokerage experience, established UX best practices and our diverse panel of investors and financial advisors to help firms provide standout online and offline experiences.

The Value in Our Deliverables for Traditional Brokerage Research Services

Best Practice Reports

Our monthly reports examine key aspects of the offline prospect and investor experience for traditional brokerage firms. These reports benchmark industry leaders with point-by-point ratings and suggest best practices to help you improve your company’s offerings. We also provide a slide deck summarizing best practices and industry leaders for easy sharing within your organization.

Collateral Tracking

All communications our brokerage panelists receive, including statements, trade confirmations, newsletters, marketing pieces, disclosure documents and emails, are available to our subscribers to view or download.

Custom Analyst Support

We provide personalized support from our dedicated team of Traditional Brokerage Research 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.

Annual Statement Analysis Report

Broker Monitor Industry Overview Report: Annual Statement Analysis

Corporate Insight is excited to present the latest installment of our annual hardcopy statement analysis, a topic we have examined consistently for over a decade. Using our proprietary Benchmarking Audit software, we assess the hard copy statements provided by every firm in the Broker Monitor competitive set, across roughly 70 individual data points.

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Success story

A Broker Monitor subscriber leveraged our research to enhance its online document center…
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