 Janney Montgomery Scott, a regional brokerage firm based in Philadelphia with over $50 billion in client assets, decided to re-design its retail client website and begin managing it in house. The objective was to deliver an improved customer experience through a user friendly platform that Janney could update on an ongoing basis.
According to Kevin Gilligan, Vice President, Director of Client Marketing Strategies at Janney, “As we began to develop our new customer website, we looked to Corporate Insight for guidance in two areas. First, we wanted to get objective, third-party feedback on the usability of the new site. Second, we wanted to understand how the new site stacked up against key competitors’ capabilities.”
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The Challenge
One of the nation’s largest brokerage firms purchased a major competitor. The buyer needed to understand how its existing site stacked up against the newly acquired firm’s website in order to integrate the two into one new and improved platform. The firm contacted Corporate Insight a few weeks after the merger was announced to request an objective, head-to-head comparison of the two sites, identifying the best and worst aspects of each. The deadline was urgent – this research needed to be completed before the firm could make several critical technology decisions.
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 The Challenge
An executive at a leading retail brokerage firm was interested in significantly bolstering the firm’s online educational resources as part of the company’s long-term strategy to help clients become better investors. She asked Corporate Insight to perform an objective, in-depth assessment of the educational material provided by competitors to help make the case for investment in this area.
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