Best Practice Report

Investing Website Best Practices For 2021

Apply Lessons Learned From The Forrester Digital Experience Review™ Evaluations For US And Canadian Investing Websites

September 13th, 2021
Vijay Raghavan, Senior Analyst
Vijay Raghavan Senior Analyst
With contributors:
David Hoffman , David Truog , Nicole Murgia , Christiana Lano , Sam Bartlett

Summary

The website is a critical digital touchpoint for US and Canadian investors, so it's important for digital leaders at investment firms to elevate their web experiences to win, serve, and retain investors. To see how today's investment sites meet and deliver against investor expectations, Forrester evaluated the websites of 14 North American investment firms. This report helps digital executives understand the key features being offered on investing websites today and find new ways to improve their own websites.

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