The rules of online investing have changed. Investors no longer choose a financial broker based on fees or brand reputation — they’re prioritizing a seamless digital investing experience, smarter research tools and personalized support. For brokerages, this shift creates both risk and opportunity: those who adapt quickly will retain and grow their client base, while those who lag risk losing relevance.
Take a deep dive into the recent shifts in investor expectations at our live webinar: The New Realities of Online Investing, featuring Brian Chong from Investment Trends and Gary Christie from Trading Central. Learn more.
A client’s first interaction with a brokerage is increasingly digital and the experience matters more than ever. A clunky interface, slow load times, or confusing navigation are enough to trigger churn—even if service and pricing remain competitive.
Today’s investors expect clean, intuitive design paired with real-time, data-rich insights. They want dashboards that don’t just display numbers, but visualize performance, trends & opportunities in ways that are easy to grasp and act upon. Mobile-first design, interactive charting and customizable interfaces are no longer “nice-to-haves”, but core expectations that influence loyalty.
Trading Central offers robust solutions for mobile platforms that enhance your UX and set your brokerage apart.
Advanced analytics and AI-powered research tools that simplify decisions are quickly becoming differentiators in a crowded market. Brokers that integrate these capabilities aren’t just meeting demand, but rather positioning themselves as a trusted partner in the investing journey. They’re seeing higher engagement, greater wallet share and stronger loyalty.
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A brokerage relationship doesn’t start and end with account setup—it must be nurtured. New investors, in particular, look for clarity and reassurance as they face market volatility. Brokerages that provide structured onboarding, educational resources, and consistent guidance can transform initial curiosity into lasting confidence.
Ongoing engagement is equally important. Segmented communications—via newsletters, real-time alerts, or targeted social media—help investors feel supported and understood. By moving beyond one-size-fits-all outreach, brokerages can build trust that endures through their financial journey.
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Join our live webinar, The New Realities of Online Investing, where we’ll unpack key findings from Investment Trends’ 2025 US Online Investing Report and share practical strategies your brokerage can use to boost engagement and build lasting investor loyalty.
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Register now to discover new ways to set your brokerage apart.
Based on a survey of 4,500 American investors and traders, the report uncovers the latest shifts in investor expectations and behaviours, helping leading wealth platforms and brokerages make data-driven decisions and identify growth opportunities.
