Surviscor Solutions
Surviscor provides interested visitors to the site with the opportunity to learn about all ranked banking and brokerage firms. Each firm identified throughout the site has a corresponding Quick-Look information page that tells the firm's story. The company page includes online, customer and mobile service signals that easily indicate where a firm stands in terms of its overall product and service offering.
Surviscor provides firms with knowledgeable, un-biased, cost-effective third party competitive and industry benchmarking and best practice analysis at a fraction of the cost of expensive FTE departments. Surviscor eliminates the research portion of the time to market calculation, saving firms money.
Surviscor provides businesses with a variety of consulting opportunities including strategic development, service, operational, design and customized consulting.
Surviscor and Industry News
-
Brokerage Reviews
- Surviscor produces the most comprehensive online and mobile discount brokerage analysis in North America. Surviscor reviews both Canadian and US discount brokerage firms who offer online and mobile brokerage services to self-directed investors in Canada and the US.
- Read More
Banking Reviews
- Surviscor introduced the Canadian Online Banking Review in 2009 and the Mobile Banking Review in 2012. Both scorCards™ measure the service components and the available features and functionality of both the public and secure areas to generate competitive rankings.
- Read More
Service Level Reviews
- Surviscor's Customer Service Analysis is performed daily through both email and social media interaction. The annual State of Service Level Efficiency report is a comprehensive annual review based upon the annual 12-month year-end customer contact records accumulated by Surviscor.
- Read More
Canadian Brokerage Rankings
Qtrade Investor is the new leader in online customer experience in the Canadian Online Discount Brokerage landscape with a convincing win, dethroning BMO InvestorLine, a four time winner since 2011. The Surviscor Canadian Online Discount Brokerage Review focuses on the relatively 'free' segments of business for the everyday Canadian Investor.
CLICK HERE to WATCH the TV Interview on the Business News Network - BNN.
CLICK on any firm for more information.
| 1 | Qtrade Investor | 87% |
| 2 | Scotia iTRADE | 78% |
| 3 | Questrade | 77% |
| 4 | Virtual Brokers | 76% |
| 5 | BMO InvestorLine | 76% |
| 6 | TD Direct Investing | 72% |
| 7 | RBC Direct Investing | 71% |
| 8 | Credential Direct | 69% |
| 9 | Desjardins Online Brokerage | 68% |
| 10 | CIBC Investor's Edge | 63% |
| 11 | National Bank Direct Brokerage | 60% |
| 12 | HSBC InvestDirect | 53% |
| 13 | Laurentian Bank Discount Brokerage | 37% |
For the fifth straight year, MoneySense magazine and Surviscor have partnered to produce the annual Canada's Best Canadian Online Brokerages review. The study was conducted in June and July of 2017 using Surviscor's most recent Canadian online and mobile brokerage features, functionality and service data to support the conclusions.
The methodology and results were jointly produced by Surviscor and MoneySense. CLICK on any firm for more detailed information and educational content. Additional Canadian brokerage firms not mentioned as well as all Canadian banking firms can be found by clicking: LEARN MORE ABOUT MY FIRMS
The category top picks and honourable mentions were:
Getting Started
Top Pick and Honourable Mention:
Questrade and TD Direct Investing
User Experience
Top Pick and Honourable Mention:
Questrade and Qtrade Investor
Fees and Commissions
Top Picks and Honourable Mentions:
CIBC Investor's Edge/Questrade and Qtrade Investor/Virtual Brokers
Customer Service
Top Pick and Honourable Mention:
Qtrade Investor and Desjardins Online Brokerage
Reporting & Recordkeeping
Top Pick and Honourable Mention:
BMO InvestorLine and Qtrade Investor
Market Data
Top Pick and Honourable Mention:
TD Direct Investing and Qtrade Investor
Best for ETF's
Top Picks and Honourable Mention:
Virtual Brokers/Questrade and National Bank Direct Brokerage
TOP ONLINE BROKERAGE HONOURS
Top Pick:
Qtrade Investor
Honourable Mention:
Questrade
Top bank-owned brokerages:
BMO InvestorLine and Scotia iTRADE
Digital release date: July 17, 2017
CLICK on any firm for more information.
| 1 | BMO InvestorLine | 91% |
| 2 | Scotia iTRADE | 57% |
| 3 | Questrade | 54% |
| 4 | RBC Direct Investing | 51% |
| 5 | Qtrade Investor | 49% |
| 6 | TD Direct Investing | 43% |
| 7 | CIBC Investor's Edge | 33% |
| 8 | Credential Direct | 25% |
| 8 | Virtual Brokers | 25% |
| 10 | Desjardins Online Brokerage | 21% |
| 11 | National Bank Direct Brokerage | 14% |
Canadian Banking Rankings
Scotiabank provides the best overall online banking customer experience in Canada according to Surviscor's 2017 Online Banking scorCard Review. The top overall ranking is virtually a tie between Scotiabank and RBC Royal Bank with the nod going to Scotiabank due to its excellence in a few key areas. CIBC moved into the third spot while Desjardins came in above the other big banks in the review. Coast Capital Savings scored the highest amongst Canadian credit unions.
Click WATCH to view the TV Interview on the Business News Network - BNN.
CLICK on any firm for more information.
| 1 | Scotiabank | 85.8% |
| 2 | RBC Royal Bank | 85.8% |
| 3 | CIBC | 80.1% |
| 4 | Desjardins | 79.9% |
| 5 | Tangerine | 74.3% |
| 6 | BMO Bank of Montreal | 73.5% |
| 7 | TD Canada Trust | 73.4% |
| 8 | National Bank of Canada | 69.7% |
| 9 | PC Financial | 65.8% |
| 10 | Coast Capital Savings | 62.3% |
| 11 | Meridian Credit Union | 61.6% |
| 12 | ATB Financial | 60.6% |
| 13 | Conexus Credit Union | 58.2% |
| 14 | Vancity | 56.6% |
| 15 | BlueShore Financial | 56.3% |
| 16 | Motive Financial | 54.8% |
| 17 | Alterna Savings | 54.8% |
| 18 | HSBC | 52.2% |
| 19 | Laurentian Bank of Canada | 35.1% |
CIBC provides the best overall mobile banking services in Canada as determined in the 2017 Surviscor Canadian Mobile Banking scorCard™, a comprehensive, objective annual assessment of mobile features and functionality at major Canadian banking institutions. Five new firms were added in 2017. National Bank of Canada, a past winner moved into second while Scotiabank slipped into third.
CLICK HERE to WATCH the TV Interview on the Business News Network - BNN.
CLICK on any firm for more information.
| 1 | CIBC | 91% |
| 2 | National Bank of Canada | 88% |
| 3 | Scotiabank | 85% |
| 4 | Tangerine | 75% |
| 5 | Desjardins | 69% |
| 6 | PC Financial | 67% |
| 7 | RBC Royal Bank | 62% |
| 8 | Coast Capital Savings | 58% |
| 9 | Meridian Credit Union | 56% |
| 10 | ATB Financial | 51% |
| 11 | TD Canada Trust | 50% |
| 12 | Vancity | 50% |
| 13 | Alterna Savings | 47% |
| 14 | BlueShore Financial | 47% |
| 15 | BMO Bank of Montreal | 46% |
| 16 | Motive Financial | 42% |
| 17 | HSBC | 27% |
RBC Royal Bank has the most informative and easy to use public website amongst leading online banking institutions in Canada, according to the 2016 Surviscor Online Banking Public Website Review. BMO Bank of Montreal and CIBC rounded out the top 3. The results clearly indicate that the Big Banks are clearly ahead of the Credit Unionc and smaller independent firms.
For more information on any of the firms, including other banking rankings, CLICK on the name of the firm to view its company page.
CLICK on any firm for more information.
| 1 | RBC Royal Bank | 93% |
| 2 | BMO Bank of Montreal | 86% |
| 3 | CIBC | 85% |
| 4 | TD Canada Trust | 77% |
| 5 | Tangerine | 65% |
| 6 | PC Financial | 64% |
| 7 | National Bank of Canada | 63% |
| 8 | Desjardins | 61% |
| 9 | Scotiabank | 60% |
| 10 | Coast Capital Savings | 59% |
| 11 | ATB Financial | 57% |
| 12 | Alterna Savings | 57% |
| 13 | First Calgary Financial | 54% |
| 14 | BlueShore Financial | 53% |
| 15 | Motive Financial | 52% |
| 16 | Conexus Credit Union | 52% |
| 17 | Envision Financial | 51% |
| 18 | Meridian Credit Union | 45% |
| 19 | ICICI Bank | 35% |
| 20 | Vancity | 33% |
| 21 | Laurentian Bank of Canada | 30% |
| 22 | Servus Credit Union | 30% |
| 23 | HSBC | 28% |
| 24 | Assiniboine Credit Union | 27% |
| 25 | Pace Credit Union | 26% |
| 26 | Manulife Bank of Canada | 23% |
| 27 | Steinbach Credit Union | 22% |
Canadian Customer Service Rankings
For the second consecutive year, Qtrade Investor is the leader in customer service amongst Canadian self-directed brokerage firms, as measured by the 2016 Surviscor Service Level Assessment review. The review, now in its 12th year, analyzed over 170 'mystery shopper' service enquiries, per firm, in 2016. Desjardins Online Brokerage and Scotia iTRADE rounded up the top three.
CLICK on any firm for more information.
| 1 | Qtrade Investor | 96% |
| 2 | Desjardins Online Brokerage | 81% |
| 3 | Scotia iTRADE | 79% |
| 4 | RBC Direct Investing | 71% |
| 5 | HSBC InvestDirect | 52% |
| 6 | TD Direct Investing | 50% |
| 7 | BMO InvestorLine | 29% |
| 8 | Credential Direct | 29% |
| 9 | Virtual Brokers | 27% |
| 10 | National Bank Direct Brokerage | 23% |
| 11 | Jitney Trade | 18% |
| 12 | CIBC Investor's Edge | 15% |
| 13 | Questrade | 15% |
| 14 | Laurentian Bank Discount Brokerage | 4% |
BMO Bank of Montreal and Desjardins provide the best customer service experience amongst Canadian banking and credit union firms. BMO Bank of Montreal attained the best Service Level Index score for the fourth straight year while Desjardins provides the best average response time, as measured by the 2016 Surviscor Service Level Assessment review. The review, now in its 12th year, analyzed 174 'mystery shopper' service enquiries per firm.
CLICK on any firm for more information.
| 1 | BMO Bank of Montreal | 95% |
| 2 | Desjardins | 92% |
| 3 | Assiniboine Credit Union | 87% |
| 4 | Manulife Bank of Canada | 84% |
| 5 | Steinbach Credit Union | 84% |
| 6 | Meridian Credit Union | 76% |
| 7 | TD Canada Trust | 74% |
| 8 | RBC Royal Bank | 66% |
| 9 | BlueShore Financial | 64% |
| 10 | National Bank of Canada | 59% |
| 11 | Vancity | 54% |
| 12 | Conexus Credit Union | 53% |
| 13 | Alterna Savings | 46% |
| 14 | ICICI Bank | 41% |
| 15 | Envision Financial | 41% |
| 16 | Coast Capital Savings | 30% |
| 17 | PC Financial | 29% |
| 18 | Pace Credit Union | 26% |
| 19 | Tangerine | 25% |
| 20 | Servus Credit Union | 22% |
| 21 | CIBC | 18% |
| 22 | Laurentian Bank of Canada | 16% |
| 23 | HSBC | 13% |
| 24 | First Calgary Financial | 11% |
| 25 | ATB Financial | 8% |
| 26 | Motive Financial | 5% |
