Brokerage firms spent this year launching AI assistants and crypto trading, but checking a balance is still the top activity investors perform online. Six of the ten most common investor activities fall under Account Information, making it the most heavily weighted category in CI’s Brokerage Experience Benchmark.
Justin Suter breaks down findings from the benchmark, which evaluates 21 leading platforms on web and mobile. Firms are furthest apart in this category, with website scores ranging from 92 to 43.
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Justin Suter is the director of thought leadership at Corporate Insight.