Today’s U.S. self-directed market has evolved to address the realities of the “post-financial crisis” world. From generational shifts and changing client expectations to regulatory pressures and technological advances, the online brokerage market is being re-engineered to power an enhanced, multi-faceted client investment experience.
The latest research from Celent titled, “The State of Online Brokerage Platforms,” guides financial institutions through the current landscape of the online brokerage industry, with a focused outlook on the evolving self-directed market. Referencing the latest data on investor trade activity, core online brokerage capabilities and differentiators, and expanding brokerage technology offerings, Celent’s research indicates a renewed focus on enabling the self-directed investor with a robust client experience. Beyond standard access to desired products and services, these demands prioritize transparency, client-centric service, and social integration.