Best Practice Report

Investing Website Best Practices For 2020

Apply Lessons Learned From The Q4 2019 Forrester Investing Wave™

April 15th, 2020
JW
Jennifer Wise
With contributors:

Summary

The website is the dominant digital touchpoint for US investors, so it's critical for digital leaders at investment firms to elevate their web experiences to win, serve, and retain their investors. To see how today's investment sites meet and deliver against investor expectations, we evaluated the secure sites of eight large US investing companies in late 2019. This report helps digital executives understand what website features are being offered today, identify best practices, and find new ways to improve their own investing websites.

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