Digital Wealth Management Solutions

J.D. Power Digital Wealth Solutions

Understand investor needs and expectations

J.D. Power Powersource Tablet 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.

Retirement Plan Digital Satisfaction Study

The J.D. Power Retirement Plan Digital Satisfaction StudySM provides an objective assessment of retirement plan participant satisfaction with plan provider digital experiences (desktop/mobile web and mobile app), setting a benchmark for leading firms vs. their industry peers. The research and insights explore overall website/mobile app functionality and the relative importance of various features and capabilities to investors.

J.D. Power U.S. Retirement Plan Digital Satisfaction Study
J.D. Power U.S. Retirement Plan Digital Satisfaction Study

Wealth Management Mobile App Satisfaction Study

The J.D. Power Wealth Management Mobile App Satisfaction StudySM evaluates full-service and self-directed investor satisfaction with wealth management mobile apps and helps to identify opportunities to improve the mobile wealth app experience for personal brokerage clients.

U.S. Advisor Online Engagement Study

The J.D. Power U.S. Advisor Online Engagement StudySM 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.

J.D. Power Advisor Online Experience Study

Experts You Can Count On

Craig Martin
Craig Martin
Managing Director and Global Head of Wealth & Lending Intelligence
Craig'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
Chris Hodges Headshot
Chris Hodges
VP, Customer Experience and Digital Solutions
Chris's Bio
Amit Aggarwal
Amit Aggarwal
Managing Director, Digital Solutions
Amit's Bio
John Sundberg
Jon Sundberg
Director, Digital Solutions
Jon's Bio

Let's Connect!

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.

If you’ve received a J.D. Power survey and have questions or comments, please contact us here.

For all other inquiries, you can contact us here.