Listen To The Voice of The Customer
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.
The J.D. Power Wealth Management Platform is comprised of modules addressing distinct investor styles, their channel-level experiences and the advisors who serve them. This platform is powered by the voices of over 21,000 investors and advisors per year, a collection of nearly 20 years of useful feedback and an unrivaled team of industry, digital and customer experience experts.
Experts You Can Count On
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