Boring Money conducts a bi-yearly review of platform investment tracker companies and shares this data with all the featured companies. This gives us an impartial analysis of our customers and includes views of our competitors' customers, which has proven invaluable for understanding our position in the market.
My team and I pay particular attention to these four areas, as they give us the information we need to understand how our work impacts our customers and the company. Personally, tracking these specific scores, particularly the change since the last review, gives me measurable insight into how my team and I have affected the company.
Boring Money's top-level findings are;
Ease of use: +1
The ease of use has always been strong, so seeing a minimal increase in this category is a testament to the consistency and quality we have added over the year.
App: +7
Two large-scale projects centred around making fundamental changes to the app, so seeing this score increase as much as possible is one great indication that the work has had the desired impact.
Website experience: +3
Incremental improvements to the website, including the IA and navigation, seem to have helped increase customers' experience. The competitor comparison indicates an average score fall of this score by 2; this increase for us is magnified and strengthens our stance on our changes' impact on the website.
Tools: +5
We are proud of the tools we offer customers to plan their retirement. Small additions made to them over the last year have boosted customers' satisfaction with their quality and insight.
Guidance: +12
We don't normally track this one, but this year saw us take on a major project centred around delivering high-quality content and guidance into the app, which wasn't accessible from the app a year ago. This massive increase of 12 indicates that the efforts to help customers access this guidance have had the desired effect.
Below, you'll find the slides delivered by the Boring Money research team, including our role in the industry.
