Wave Report

The Forrester Investing Wave™: US Websites, Q4 2019

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

December 12th, 2019
Vijay Raghavan, Senior Analyst
Vijay Raghavan Senior Analyst
JW
Jennifer Wise
With contributors:
Oliwia Berdak , Senem Guler Biyikli , Madeline King , Corrado Loreto , Sam Bartlett

Summary

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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