Leverage the Voice of The Customer Insights
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.
Full-Service Investor Satisfaction Study
The J.D. Power Full-Service Investor Satisfaction Study explores the drivers of investor satisfaction and provides a benchmark of excellence for each factor studied. The research reveals dynamics that drive satisfaction among several types of investors such as portfolio size and trading activity. The study equips you with a broad understanding of how your full-service investment firm can improve customer satisfaction, loyalty, retention, and advocacy.
Self-Directed Investor Satisfaction Study
The J.D. Power Self-Directed Investor Satisfaction Study examines investor satisfaction with self-directed investment platforms. The study provides you with critical insights into the needs, expectations, and desires of today’s self-directed investors. Your subscription will help you to identify best practices for improving satisfaction, loyalty, retention, and advocacy. You will also be empowered with an understanding of dynamics—such as portfolio size and trading activity—that drive satisfaction among several types of investors.
Financial Advisor Satisfaction Study
The J.D. Power Financial Advisor Satisfaction Study helps wealth management firms understand how effectively they are serving their affiliated financial advisors. Delivering a financial advisor experience that maximizes both loyalty and productivity is critical for success, given the risk of dissatisfied advisors taking your firm’s clients to a competitor. Your subscription will help you understand and leverage the dynamics that drive satisfaction among different types of advisors.
Retirement Plan Digital Satisfaction Study
The J.D. Power Retirement Plan Participant Satisfaction Study evaluates the needs and expectations of today’s retirement account investors and measures customer satisfaction with 401k provider services. Delivering a superior experience can help your company in many ways: it can positively influence plan sponsor decisions, drive brand awareness and promotion, and affect rollover decisions when employees leave their jobs.
Advisor Online Satisfaction Study
The J.D. Power Advisor Online Experience Study explores financial advisor perceptions of the digital experience delivered by third- party investment managers via website, email, mobile, social media, and other key channels. Your study subscription includes analysis of how these channels can most effectively complement personal interactions (e.g., wholesalers) to drive brand impressions, product consideration and increased investment. Critical topics like brand, marketing, practice management, wholesalers, range and quality of products, and pricing.
Wealth Management Digital Experience
The J.D. Power Wealth Management Digital Experience pinpoints the critical dimensions of satisfaction among users of wealth mobile apps. Subscribing to the study will help you understand and apply the key best practices that drive high satisfaction and engagement with mobile apps. This new study will guide your optimization efforts and provide insight into ease of use and key app functionality.
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J.D. Power studies, products, and services are available for purchase. If you’re interested in subscribing to a J.D. Power study or becoming a client, please fill out the form, and we'll be in touch. Questions? Click here to find the answers to frequently asked questions.
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