RESEARCH REPORT DOWNLOAD

Sign up to receive your complimentary copy of Scivantage's excerpt of the Celent report, "Online Brokerages: Technology and the Customer Experience, July 2009".

* Required Fields
*   First Name
 
 
*   Last Name
 
 
  Job Title
 
 
*   Company Name
 
 
*   Email Address
 
 
*   Work Phone
 
 
*   Please estimate the total number of retail customer accounts held at your firm? (choose one)
 
 
Less than 25,000
 
 
25,000 - 100,000
 
 
100,000 - 500,000
 
 
500,0000 - 1MM
 
 
1MM - 5 MM
 
 
greater than 5MM
 
 
*   What are your current challenges with your online brokerage channel? (Please check all that apply)
 
 
Competitive pressure
 
Maintenance costs
 
 
Outdated technology or tools
 
Manual processes
 
 
Multiple clearing relationships
 
Resource management & internal expertise
 
 
Scalability of existing systems
 
Keeping up with customer needs
 
 
No current challenges
 
Other
 
 
*   Does your firm have any projects planned for the online brokerage channel?
 
 
next 3 months
 
 
3-6 months
 
 
6-9 months
 
 
9-12 months
 
 
more than 12 months
 
 
No projects planned
 
 
In process