Understand investor needs and expectations
Serving today’s investors requires a deep understanding of their needs and expectations, plus a mastery of the tools that can be leveraged to meet their needs. Firms often miss the opportunity to be trailblazers in lucrative markets because they fail to listen to the voice of the customer in an unbiased and effective manner.
Through actionable insights and renowned expertise, our solutions empower you to deliver on the growing demand for tailored products and professional client service, today and into the future.
Retirement Plan Digital Satisfaction Study
The J.D. Power Retirement Plan Digital Satisfaction StudySM provides an objective assessment of retirement plan participant satisfaction with plan provider digital experiences (desktop/mobile web and mobile app), setting a benchmark for leading firms vs. their industry peers. The research and insights explore overall website/mobile app functionality and the relative importance of various features and capabilities to investors.
Wealth Management Mobile App Satisfaction Study
The J.D. Power Wealth Management Mobile App Satisfaction StudySM evaluates full-service and self-directed investor satisfaction with wealth management mobile apps and helps to identify opportunities to improve the mobile wealth app experience for personal brokerage clients.
U.S. Advisor Online Engagement Study
The J.D. Power U.S. Advisor Online Engagement StudySM evaluates how financial advisors digitally interact with asset management firms and how that digital experience affects their brand impressions and future intentions to invest client assets with those firms.
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