Competitors’ User Journeys

See how competitors across the online DIY investing market onboard and manage their customers with our Industry Journeys portal.

Get behind the logins of over 15 providers to understand the user experiences across traditional platforms, banks, robo advisers and fintechs. From sign-up to payment processes – across websites and apps – see what good looks like and how your own customer journeys could be enhanced.

What you'll see

  • Logins, Dashboards, & Calculators
  • Robo suitability processes and ready-made portfolio guidance
  • Portfolio analysis tools, MiFID II cost disclosures, and fund filtering/best buys lists

Quarterly updates & insights

  • Quarterly deep dive on 4 different topics a year
  • The latest trends and developments in UX
  • Front end, post-login and post-conversion
  • Compare your journeys to competitors

 

 

 

 

Broad market analysis

  • See customer journeys from over 15 investment providers, with more being added
  • Look at what the banks, traditional platforms, robo-advisers and fintechs are doing
  • Desktop, mobile and app views
  • Best practice ratings – see our analysis of what good looks like

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