Best Practice Report

Investing Website Best Practices For 2020

Apply Lessons Learned From The Q4 2019 Forrester Investing Wave™

April 15th, 2020
Jennifer Wise, null
Jennifer Wise
With contributors:
Stephen Powers , Senem Guler Biyikli, PhD , Madeline King , Brandon Shaik , Sam Bartlett


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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Forrester helps business and technology leaders use customer obsession to accelerate growth. That means empowering you to put the customer at the center of everything you do: your leadership strategy, and operations. Becoming a customer-obsessed organization requires change — it requires being bold. We give business and technology leaders the confidence to put bold into action, shaping and guiding how to navigate today's unprecedented change in order to succeed.