Product Description
Retrospective study of 508 respondents’ experiences using 11 popular brokerage websites: Ally Invest, Charles Schwab, Coinbase, Edward Jones, E-Trade, Fidelity, J.P. Morgan, Merrill Lynch, Robinhood, TD Ameritrade, and Vanguard.
This report contains UX benchmarks (SUPR-Q, SUPR-Qm, Net Promoter Scores, and UX-Lite), specific questions about experiences using brokerage websites, and Areas of Improvement based on participants’ comments.
Table of Contents
- Executive Summary
- Study Design
- Key Findings
- SUPR-Q & NPS
- UX-Lite
- Estimated SUS
- Platform Use
- Brand Attitude
- Top Tasks
- Customer Service
- Onboarding
- Continued Use
- Mobile SUPR-Qm & NPS
- Key Drivers of UX Quality
- Areas for Improvement (Usability Issues & Summarized Verbatim Comments)
- Appendix (Demographics, Types of Investment Products, Investor Experience)
Individual License: provides one person within an organization access to the license.
Site License: provides multiple people within the organization access to the license.
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