Best Practice Report

The Forrester Digital Experience Review™: Canadian Investing Websites, Q2 2021

June 17th, 2021
Vijay Raghavan, Senior Analyst
Vijay Raghavan Senior Analyst
David Truog, VP, Principal Analyst
David Truog VP, Principal Analyst
With contributors:
David Hoffman , Senem Guler Biyikli, PhD , Madeline King , Kelsey Callahan , Sam Bartlett

Summary

Investment firms' websites have become hubs for their clients' investing activities and financial planning decisions. To gauge the ease and effectiveness of the experiences these websites offer, we evaluated those of six Canada-based investing companies. This report lays out where they excel, where they fall short, and how digital executives and their teams can learn from and improve the experiences they offer retail investors.

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