To evaluate how properly brokerage corporations purchase prospects on the lookout for self-directed funding accounts, we not too long ago kicked off our first investing gross sales digital expertise evaluate. We’ll consider the performance and person expertise of 13 North American web sites that concentrate on new self-directed buyers. This evaluate follows these we’ve beforehand achieved for cellular app experiences in North America and desktop experiences in US and Canada.
This analysis will cowl the primary levels of the shopper lifecycle: uncover, consider, commit, and provoke (onboarding). The DXR methodology evaluates a brokerage agency’s web site via the lens of a prospect who’s seeking to open a brokerage account, scoring the location throughout twenty-six standards spanning 4 of the digital expertise classes in The Forrester Buyer Lifecycle Framework.
As a part of this analysis, we can even create a performance evaluation software. Digital leaders and their groups can use this software to establish areas for enchancment of their prospects’ digital journeys. By assessing components of the digital expertise your self, it is possible for you to to gauge the standard of your choices versus our standards. A warmth map within the software will spotlight areas of power and weak point. Right here is the software we created as a part of our most up-to-date digital expertise evaluate of cellular investing apps
Forrester purchasers can schedule an inquiry or steerage session with me to debate how they will improve the digital performance of their desktop and app experiences.
