U.S. Full-Service Investor Satisfaction Study

(146.83 KB)

Share This Page

The Challenge

Dramatic shifts in financial markets during the past few years have increased expectations among full-service investors. Understanding how their needs have changed and implementing industry best practices to optimize the investor experience may help differentiate your firm from competitors and result in higher referral rates, lower attrition, and an overall higher growth of AUM.

The Solution

The J.D. Power 2014 U.S. Full-Service Investor Satisfaction StudySM examines the needs, expectations, and desires of today’s full-service investors. The study provides a broad understanding of how full-service investment firms can improve investor satisfaction, investor loyalty, retention, and advocacy. Additionally, the information helps investment firms understand the dynamics—such as portfolio size and trading activity—that drive satisfaction among different types of investors.

A study subscription will provide access to the tools needed to gain a comprehensive, in-depth understanding of how your firm is performing and to identify areas needing improvement.

Study deliverables include:

  • An analyst briefing that provides insights into key industry trends and study findings, allowing your firm to maximize performance throughout the entire investing experience
  • Access to a personalized competitive data set, allowing you to see how your firm stacks up against competitors, the industry, and the highest performers
  • A detailed performance analysis that displays key performance metrics and frequencies
  • An executive presentation that provides a summary of your firm’s results against those of key competitors and advisement on areas needing improvement

The Benefits

Investment firms that subscribe to the study will be better able to understand their competitive position at a detailed level, allowing them to pinpoint critical areas for improvement and make prudent investments in the service attributes that matter most to investors.