Traditional Brokerage Competitive 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.


How Traditional Brokerage Competitive Research Services Give You an Edge

Our Traditional Brokerage Research Services tracks the online and offline experiences at leading full-service and hybrid brokerage firms, giving you an ongoing, survey-backed qualitative 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 Traditional Brokerage Research Services shows you how to stay ahead of the field.

We’ll show 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 help firms provide best-in-class online and offline experiences.

The Deliverables for Corporate Insight’s Traditional Brokerage Research Services


Monthly Reports

Our monthly reports examine key aspects of the offline prospect and investor experience for traditional brokerage firms. Best practice reports benchmark industry leaders with point-by-point ratings and give you best practices to help you improve your company’s offerings, while competitive analysis reports show you a snapshot of a specific industry area. We also provide a slide deck summarizing each report for easy sharing within your organization.


Collateral Tracking

We'll show you all the communications our brokerage panelists receive, including statements, trade confirmations, newsletters, marketing pieces, disclosure documents and emails. All pieces are available to our subscribers to view or download.


Custom Analyst Support

You also receive personalized support from our dedicated team of 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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    what Our Clients Say:

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