Wealth

Advisor Online Experience Study

Financial Services Hero 3

The J.D. Power Advisor Online Experience Study 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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Benefits

Why subscribe?

For asset managers in the current marketplace, forging and maintaining successful relationships with advisors is increasingly about effective digital engagement. Our research has shown that asset managers who have the highest levels of digital engagement with advisors are also achieving the best brand perceptions and reaping the largest inflows of new investment from those advisors, while asset managers with less digital engagement are falling further behind. This study provides a thorough understanding of the digital needs, expectations, and desires of today’s advisors.

Experiences Evaluated

Advisors surveyed in this analysis answer questions about various aspects of the digital journey, including:

  • Researching product offerings and information
  • Using value add materials and tools
  • Accessing client-specific information and material
  • Ease of navigating
  • Visual appeal
  • Speed
  • Information and Content
  • Key Performance Indicators (KPIs)

Gain outcome metrics, including:

  • Overall advisor digital satisfaction
  • Likelihood to increase/decrease investment with brand 
  • Brand perceptions on ten key image attributes

 

Profiled Brands

Brands profiled in previous years will be added when available. View profiled brands in the past year from the list below.

2022 U.S. Profiled Brands

  • AllianceBernstein
  • BlackRock
  • Capital Group
  • Charles Schwab
  • Columbia Threadneedle Investments
  • Fidelity Investments
  • Franklin Templeton
  • Invesco
  • J.P. Morgan
  • MetLife Investment Management
  • MFS Investment Management
  • Morgan Stanley
  • Nuveen
  • PIMCO
  • Prudential Financial
  • State Street Global Advisors (SSGA)
  • T. Rowe Price
  • Vanguard

J.D. Power Solutions

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An enhancement to our syndicated studies that allows your company to field additional surveys using a sample that is provided by your company.

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