Financial Health and Advice Satisfaction Study

By measuring the experiences of customers from the largest financial institutions, we quantify the impact of advice and financial health support on customer loyalty. JD Power provides insights on how to target better education, support, and tools that move the needle.

• Fine-tune your communication relevance.
• Understand how technology can be used to help customers stay honest regarding their financial health and stick with their goals.
• Gain continuous access to customer feedback and competitive market benchmarks. 

The JD Power Financial Health and Advice Satisfaction Study and Monthly Polaris Report are available in the U.S. and Canada.

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JD Power will issue a national press release that will highlight key findings and trends from the stud(ies) and includes top-to-bottom rankings of the brands in the study that meet JD Power’s predetermined research criteria. The brand(s) that ranks highest in each of the segments profiled and meets predetermined award criteria will have the opportunity to leverage their award publicly through the JD Power award licensing program, which requires subscribing to the study as a prerequisite.

Read the latest press release

U.S. Retail Banking Advice Press Release 
CA Retail Banking Advice Press Release 

See how our Awards make an impact. 

U.S. Retail Banking Advice Satisfaction Study Award Information

Canada Retail Banking Advice Satisfaction Study Award Information

Brands that rank above the industry average for their segment and subscribe to the study earn the opportunity to commission a JD Power Performance Report, a customized, client-commissioned report that highlights this above-average performance.  Learn More