Published by James McGovern on 22 Apr 2009 at 09:30 am
trade MONSTER’s Innovative Feedback Forum
Social media continues to spur innovation in the financial services industry. Case in point: trade MONSTER’s new Feedback Forum. This online forum allows clients to submit suggestions to trade MONSTER regarding changes they’d like to see made to the platform, including new features and bug fixes. This concept in itself is not new; firms like Scottrade and Zecco also solicit feedback from clients via their boards (see below). trade MONSTER takes the concept further, though, by letting clients vote for the ideas they like, a techique used by TurboTax and discussed in our Social Media: Trends and Tactics in the Financial Services Industry report.
Here’s how it works. Each customer receives a basket of 15 votes. They can place up to three votes in favor of any idea currently posted to the site and can comment on ideas, as well. Ideas that receive the most votes are labeled “Top Ideas.” Examples of some current “Top Ideas” include “Add contingent orders” and “Ability to open multiple windows.” Separate lists are also offered for “New” and “Hot” ideas. trade MONSTER labels ideas with such tags as “under review,” “planned” or “started” to reflect their status in the platform development life cycle. Once trade MONSTER accepts or implements an idea, the digital votes are returned to the customer and can be applied to another idea they like.
A forum is a great way for a financial services firm to create a sense of community among customers and to encourage knowledge sharing. That helps explain why they’re so popular among brokerage firms - like trade MONSTER - that cater to sophisticated active traders, a group that loves to share its opinions. That said, a board or forum is only as good as the level of engagement and participation among customers. trade MONSTER recognizes this and uses incentives to get clients to participate. The firm promises to give credit to clients that suggest an idea which is then implemented by the firm. If trade MONSTER mentions the idea in a press release, the client earns a free trade.
Public recognition is a key motivator for many message board participants, so trade MONSTER is smart to give credit to those people that present good ideas to the community. That said, offering just one free trade for an idea cited in a company press release seems a little stingy. After all, firms like E*TRADE offer 100 free trades to people that open a new IRA with the firm. Why not raise the stakes and offer 5 or 10 free trades for any idea cited in a press release? This might spur even greater participation, which is likely to benefit trade MONSTER and the firm’s clients.


Jeffry Pilcher on 22 Apr 2009 at 12:44 pm #
Link to the forum?
The funny thing about online forums is that they predate the internet. Back in the 80s and early 90s, one used to log into a “Bulletin Board Service” or BBS with a dial-up modem. A BBS is a forum, just without the graphical interface. So you couldn’t even call forums a Web 1.0 idea, they are a pre-web idea.
Which is what makes the fact that so few financial institutions use them so strange. That’s something I’ve never understood. I love forums. I’ve probably dropped over 20,000 message on forum boards in my lifetime.
Eric Gockel on 22 Apr 2009 at 6:37 pm #
http://www.optionsxpress.com has had a forum/message board since 2002.
James McGovern on 23 Apr 2009 at 9:26 am #
Thanks for the comments everybody.
I’d love to able to link to the forum at trade MONSTER but it’s only viewable behind login. We have an account there so we’re able to see this feature.
I agree with you, Jeffry - boards/forums are a great idea for financial services firms and one that seems to be experiencing a renaissance. Back at the turn of the century, E*TRADE and Schwab had extensive boards but they phased them out, probably because the market tanked.
Regarding your comment on optionsXpress, Eric, we review their forum feature in-depth in our report on social media, Social Media: Trends and Tactics in the Financial Services Industry. We like their Site Upgrades Ideas forum, which lets the firm take the pulse of its clients along the lines of what trade MONSTER offers. That said, trade MONSTER’s innovation is in the voting aspect of its forums. That was what prompted our post. We haven’t seen this used by investment firms before and we hope the idea spreads.
-James
Marcus Nelson on 23 Apr 2009 at 4:12 pm #
Hi James -
Thank you for this well documented post — we are the company that powers the trade MONSTER forum, and you’ve done a good job describing how we’re different from traditional bulletin board services. Have a look for yourself: http://uservoice.com