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

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