For Customer Experience Professionals (Length: 16 pages)

August 7, 2009

Best And Worst Of Financial Services Brand Building Web Sites, 2009: Investment Firms

This is the third document in the "Best And Worst Of Financial Services Brand Building Web Sites, 2009" series.

by Ron Rogowski

with Harley Manning, Rachel Zinser


Executive Summary (This is a document excerpt)

How good is the brand experience offered by major investment Web sites? To find out, we graded the sites of four top brands — Charles Schwab, Edward Jones, Fidelity Investments, and Vanguard — on how well they communicate their Brand Image and deliver value to consumers (Brand Action). While three sites passed our Brand Action tests and two passed our Brand Image tests, only one site — Vanguard — passed both. To improve the brand experience, investment firms should allow users to resize text and provide better visual consistency with offline channels.

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TABLE OF CONTENTS

NOTES & RESOURCES

itemInvestment Firm Sites Turn In Solid — Yet Imperfect — Brand Performances

itemTwo Sites Passed Our Brand Image Tests: Edward Jones And Vanguard

itemThree Sites Passed Our Brand Action Tests: Charles Schwab, Fidelity, And Vanguard

recommendations

itemInvestment Sites Need To Get The Basics Right

itemSupplemental Material

itemMethodology

This report highlights findings from evaluations conducted using Forrester's Web Site Brand Review methodology. Reviews cited in this document were conducted between May 1, 2009, and June 15, 2009, as part of a larger study that looked at the Web site brand experience of 16 sites across four financial services industries: banks, credit card providers, insurers, and investment firms.

Related Research Documents

itemBest And Worst Of Financial Services Brand Building Web Sites, 2009

July 10, 2009

itemLessons Learned From 157 Web Site Brand Reviews

February 27, 2009

itemExecutive Q&A: Web Site Brand Reviews

February 24, 2009

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Analyst: Ron Rogowski
Technology: Brand Strategy, Customer Experience, Interactive Marketing, Marketing & Advertising, Web Site Design
Industry: Consumer Financial Services, Consumer Industries, Financial Services, Financial Services Customer Experience, Financial Services Marketing, Investments, Online Financial Products & Services
Geography: North America