Brokerage
 The Monitors 
Contact Us  | Print 
Brokerage 

Looking for information about your brokerage competitors? Corporate Insight offers it by covering 20 top-tier deep discount, discount and full-service firms via not one, but two Monitor publications:

  • Broker Monitor is our flagship publication that focuses primarily on the offline client experience from a marketing standpoint. Each report contains a feature article focusing on a single topic (i.e., newsletters, statements, product-specific marketing, client education, etc.), that includes detailed findings, a summary matrix of features/services, and insightful recommendations. In addition, we provide information on marketing promotions, trends, commissions and fees, as well as including copies of all collateral received during the month.

  • e-Monitor, covers the same firms, but focuses exclusively on the Internet side of retail brokerage services. Our weekly publication provides up-to-date reporting about online functional capabilities for trading and managing accounts, services processes, tools and resources, marketing and promotional activity, while the research reports reviews and analyzes a single online product or service (e.g., tools, calculators, email alerts, online help, etc.).

Viewed singly, each Monitor allows subscribers to focus their attention and energy on specific areas; used together, they ensure complete, in-depth coverage of the total brokerage experience.

 

 

Corporate Insight, 675 Third Avenue, 27th Floor , New York, NY 10017, 212.832.2002
©2010 Corporate Insight, Inc. All rights reserved.