Investment Platform User Satisfaction & Digital Advisory Trust Survey
Retail and high-net-worth investors evaluate, compare, and choose digital advisory platforms on fee transparency, algorithm trust, and portfolio control, so you can sharpen acquisition messaging, fix retention gaps, and benchmark pricing tiers.
CONTEXT & RELEVANCE
Why run this survey now
Most investment platforms don't lose users purely on fee structure. They lose them due to eroded advisory trust, opaque recommendation logic, onboarding friction, feature-to-need mismatch, and poor portfolio transparency, none of which fully show up in session analytics or churn dashboards.
If you are...
- Robo-advisory or hybrid platform
- Digital brokerage scaling retail AUM
- Product head, investment platforms
- Revenue lead, wealth distribution
- Strategy head, digital wealth
You're likely facing...
- Advisory trust gap: robo vs human
- Drop-offs at portfolio review stage
- Platforms = cheap/untrustworthy perception
- Fee sensitivity vs value confusion
- Activation-to-investment conversion lag
This will help answer...
- Trust drivers beyond returns
- Activation-to-investment drop-off stage
- Segment preference: robo vs hybrid
- Fee tolerance by investor profile
- Switching triggers and retention levers
RESEARCH THEMES
What This Survey Investigates
Eight interconnected research themes that map the complete investor journey from platform discovery to long-term portfolio commitment.
Discovery & Onboarding
- First platform encountered, channel source
- KYC friction, account activation speed
Platform Preference
- Primary platform, multi-app behaviour
- Switching triggers, loyalty drivers
Advisory Trust
- Robo-advisory acceptance, RM credibility
- Algorithm transparency, recommendation confidence
Journey Friction
- Drop-off points, transaction failure rate
- Support escalation, resolution turnaround
Pricing & WTP
- Brokerage sensitivity, fee structure clarity
- Premium tier willingness, value perception
Usage & Stickiness
- Login frequency, feature adoption depth
- Dormancy triggers, re-engagement patterns
Security & Compliance
- Data privacy confidence, breach response trust
- Regulatory disclosure clarity, SEBI alignment
Competitive Positioning
- Shortlisted alternatives, switching intent timeline
- Unmet needs, category white space
SAMPLING STRATEGY
Tell us about your ideal sample
Help us understand your target respondent profile. Select what applies, we'll design the optimal sample plan based on your inputs.
METHODOLOGY
Survey approach
For the Investment Platform User Satisfaction and Digital Advisory Trust Survey, we recommend a quant-first design with flexible data-collection modes to balance reach, depth, and verification.
EXECUTION PROCESS
How we execute
A proven 9-step process from scoping to delivery, designed to ensure quality, speed, and actionable insights.
Define the decision frame
Confirm objectives, target cohorts, geographies, and reporting cuts
Define the decision frame
Design the instrument
Build workstream modules mapped to outputs (drivers, friction, pricing, retention, trust)
Design the instrument
Lock the questionnaire
Review wording, sequencing, LOI, and competitive context; approve final version
Lock the questionnaire
Pilot and calibrate
Test comprehension and ease quality; refine quotas and remove friction where needed
Pilot and calibrate
Run fieldwork
Execute collection with active quota management and feasibility controls
Run fieldwork
Assure quality
Dedupe, attention checks, speed/consistency rules, removals with audit trail
Assure quality
Prepare the dataset
Clean data and deliver codebook/variable definitions
Prepare the dataset
Analyse and synthesise
Driver ranking, leakage diagnostics, pricing bands, segment insights
Analyse and synthesise
Deliver and align
Executive deck (optional dashboard) and leadership readout with recommendations
Deliver and align
COMMERCIAL TERMS
Request a Commercial Proposal
Pricing depends on cohort, geography, sample size, approach, LOI, and deliverables. Configure below for an indicative estimate.
Select Sample Size
Geography
Select Mode of Survey
Length of the Interview
$0.00
+ applicable taxes
Cost Breakdown
Note: Estimate is indicative only. Final pricing is subject to scope finalization after discovery call.
REFERENCE CASELETS
Reference
Real-world examples of survey work in the investment platform and digital advisory space.
Robo-advisory adoption barriers & segment fit (India)
OBJECTIVE
WHAT WE DID
DELIVERED
Robo-advisory adoption barriers & segment fit (India)
Fee transparency perception & platform switching intent (India)
Robo-advisory adoption barriers & segment fit (India)
OBJECTIVE
A digital-first wealth platform needed to isolate why first-time retail investors and mass-affluent self-directed traders stalled at the portfolio recommendation step , and which interface triggers drove drop-off versus continued engagement.
WHAT WE DID
Ran a structured quant survey across 600 respondents in 8 cities, capturing feature salience rankings, trust attribution scores, recommendation acceptance rates, and stated reasons for overriding or ignoring algorithm-generated portfolio suggestions.
DELIVERED
A segment-level friction map by investor archetype, a ranked trust-driver hierarchy for algorithm-led advice, and a feature prioritisation corridor identifying the 4 interface changes most likely to reduce recommendation abandonment.
FREQUENTLY ASKED QUESTIONS
Common Questions
Answers to frequently asked questions about this survey mandate.
What decisions will this survey enable?
Who is the buyer vs who are the respondents?
Can we see differences between self-directed investors, robo-advisory users and hybrid advisory users?
How will you measure digital advisory trust beyond simple ratings?
Will the survey map the full investor onboarding and engagement journey and drop-offs?
Can this survey inform product and pricing strategy?
How will findings improve our platform acquisition and retention messaging?
Still have questions?
Schedule a discovery call to discuss your specific needs and get a custom quote.