brokerage experience benchmark report cover
Complete the form below to access our webinar recording and slide presentation hosted by our industry
research experts at Corporate Insight. Based on a recent exclusive Investor Survey and our 2023
Brokerage Experience Benchmark, we examine valuable data and insights regarding investors’
preferences, habits and levels of satisfaction with the brokerage digital experience. Our enhanced
proprietary Experience Benchmarking methodology rates and tracks 175+ elements of the brokerage
online journey and 125+ attributes of their mobile app experience.

Topics covered include:

Brokerage Experience Benchmark

  • Overview of the revamped product offering and the framework
  • Key findings from the Web and Mobile Benchmarks – overall rankings and select best practices

Broker Monitor Survey Report

  • Overview of the how/why of the Investor Survey and survey respondent demographics
  • Findings on client segmentation, mobile platform usage and educational format preferences

    Download the Webinar