Study
Financial Services

U.S. Banking Advice Satisfaction Study

The J.D. Power U.S. Banking Advice Satisfaction StudySM explores customer experiences and best practices related to bank-provided advice and new account opening. A study subscription will help you to optimize your advisory and account opening initiatives using insights about priority customer segments, prominent customer financial-advisory needs, and methods of customer engagement that build trust.

“IT IS CRITICAL THAT BANKS GET THE ADVICE FORMULA RIGHT AND DELIVER IT IN A PERSONALIZED MANNER ACROSS ALL CHANNELS.”

Paul McAdam
Senior Director, Banking & Payments Intelligence,  J.D. Power

Deliverables:

  • Customized executive presentation and strategy session that gives you data-driven, actionable recommendations for achieving your strategic business goals
  • Executive briefing document highlighting key trends and insights across the industry
  • Scorecard benchmarking your company’s performance compared with the industry across key drivers of satisfaction, loyalty and advocacy metrics
  • Competitive survey data and industry reports including information on customer segments
  • Data and analytical tools for performance insights and competitive comparisons with your peers
  • Access to VoX Platform—J.D. Power’s proprietary interactive reporting interface
  • The complete study data file with consumer survey responses