Summary
Desktop investing websites play an important role in attracting new customers and persuading them to open a self-directed investment account. Digital business strategy and customer experience (CX) leaders need to respond to buyer behavior, identify crucial features, and plan improvements. This report examines key principles and best practices for helping prospects evaluate your self-directed accounts and outlines key considerations for developing your sales strategy.
Log in to continue reading
Client log in
Welcome back. Log in to your account to continue reading this research.
Become a client
Become a client today for these benefits:
- Stay ahead of changing market and customer dynamics with the latest insights.
- Partner with expert analysts to make progress on your top initiatives.
- Get answers from trusted research using Izola, Forrester's genAI tool.
Purchase this report
This report is available for individual purchase ($1495).