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.
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