Wealth Intelligence

Understand Investor Needs and Expectations

J.D. Power Wealth Intelligence

Listen To The Voice of The Customer

Data Analytics 1 400
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.

Wealth Solutions

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

Keith Webster_300
Keith Webster
President, Global Business Intelligence
Keith's Bio
Craig Martin
Craig Martin
Managing Director and Global Head of Wealth & Lending Intelligence
Craig's Bio
Keith Bossey
Keith Bossey
Managing Director, Global Business Intelligence
Keith's Bio
Mike Foy
Mike Foy
Senior Director and Head of Wealth Intelligence
Mike's Bio
Tom Rieman J.D. Power
Tom Rieman
Senior Director and Head of Wealth Solutions
Tom's Bio

Let's Connect

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