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Optimize Your Investing Website To Help Customers Successfully Manage And Monitor Their Investments

March 9, 2020


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 deliver against customer expectations, we evaluated the secure sites of eight large US investing companies. This webinar lays out where the companies excel — and where they lag — and what digital business strategy and customer experience executives can learn from them.

Key takeaways:

  • Learn the drivers behind customer experience expectations for digital investing experiences.
  • Learn key criteria to consider when evaluating your own experience for features and design.
  • See what designs, features, and functionality leading investment firms are offering to stand out from the competition.

Target audience level: all levels

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Price: $ 300.00(USD)


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