Competitors’ User Journeys
See how competitors across the online DIY investing market onboard and manage customers with our Industry Journeys portal.
Price: £15,000 + VAT p.a.
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.
Watch our free taster insights:
What you'll see
- Logins, Dashboards, & Calculators
- Robo suitability processes
- Ready-made portfolio guidance
- Portfolio analysis tools
- MiFID II cost disclosures
- 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