You’ll learn:
– How investor expectations, and the experiences they frequent, differ across web and mobile
– Standout practices that top-performing firms implement today
– The features and capabilities that 1,800 investor survey respondents say matter most
Investors have specific expectations for what their brokerage’s website and mobile app should deliver, including portfolio monitoring solutions, research tools and trade execution. Some firms are meeting the moment, while others are falling behind.
Watch our webinar ‘Unpacking Digital Brokerages: 2026 Experience Benchmarks’ presented by our experts Rosalie Goldberg and Jaclyn Poniros. They’ll uncover scoring results from the reports and identify areas of growth within the digital investing industry.
Watch now:
