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For eBusiness & Channel Strategy Professionals

The Forrester Investing Wave™: US Websites, Q4 2019

Firms Must Optimize Their Site's Functionality And Experience Design To Help Investors Access Information

December 12, 2019

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Why Read This Report

The website is the dominant digital touchpoint for US investors, so digital leaders at investment firms must elevate their web experiences to win, serve, and retain their customers. To see how these sites meet and deliver against customer expectations, we evaluated the secure sites of eight large US investing companies. This report lays out where the companies excel — and where they lag — and what digital business strategy and customer experience (CX) executives can learn from them.

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Table of Contents

  • The Website, Not The App, Is What Matters When It Comes To Investing
  • Recommendations

  • Listen To Customers And Elevate Experiences Via Incremental Change
  • How Forrester Can Help

  • Get Objective Recommendations For Your Sites
  • Supplemental Material
  • Related Research Documents

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