U.S. Self-Directed Investor Satisfaction Study

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The Challenge

Expectations and requirements of self-directed investors have evolved significantly during the past 10 years. While inexpensive trade commissions and a reliable platform were critical in the past, they are now perceived as a cost of entry. Now more than ever, self-directed investors want information and tools to assist them in their decision-making process. High-performing firms that continue to deliver on key operational fundamentals and state-of-the-art information resources achieve higher rates of investor acquisition and retention and lower rates of attrition than do competitors.

The Solution

The J.D. Power 2014 U.S. Self-Directed Investor Satisfaction StudySM examines investor satisfaction with their self-directed investment firm. The study provides insights into the needs, expectations, and desires of today’s self-directed investors and identifies best practices for improving overall satisfaction and loyalty, retention, and advocacy. Additionally, the study helps investment firms understand the dynamics—such as portfolio size and trading activity—that drive satisfaction among different types of investors.

A study subscription will provide access to the tools needed to gain a comprehensive, in-depth understanding of how your firm is performing and to identify areas needing improvement.

Study deliverables include:

  • An analyst briefing that provides insights into key industry trends and study findings, allowing your firm to maximize performance throughout the entire investing experience
  • Access to a personalized competitive data set, allowing you to see how your firm stacks up against competitors, the industry, and the highest performers
  • A detailed performance analysis that displays key performance metrics and frequencies
  • An executive presentation that provides a summary of your firm’s results against those of key competitors and advisement on areas needing improvement

The Benefits

Investment firms that subscribe to the study will be better able to understand their competitive position at a detailed level, allowing them to pinpoint critical areas for improvement and make prudent investments in the service attributes that matter most to investors.