SciVantage Webinar: Industry Spotlight: Online Brokerage Market Assessment and Outlook

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28 January 2015
Virtual Event, Virtual Event

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. Financial institutions face increased competition across business lines, as well as challenges to retain self-directed assets and grow their client relationships. To complete, firms must heed the call for differentiation, enhancing their trading platforms and dedicating renewed resources on continuous digital strategy innovation.

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.

Join industry experts Isabella Fonseca, Research Director at Celent, and Chris Psaltos, Vice President, Product Management at Scivantage as they discuss the research and best practices, providing your firm with valuable insights to differentiate and grow your online brokerage channel.

Key topics to be discussed during the webinar, include:

  • An online brokerage market update on key trends, growth drivers, and revenue opportunities
  • Competitive insight on the latest technology trends, developments and differentiators, including social media and client education tools
  • Expertise on developing and maintaining a best-in-class platform

A Q&A session will conclude this web-event, where we encourage your participation and feedback!

*Complimentary Celent Research for All Attendees All participants will receive a copy of Celent’s latest research, “The State of Online Brokerage Platforms.”

Click here to register!

Event details

Securities & Investments