Advisor and Investor Experience Intelligence
Wealth Management Benchmarking, Data and Analytics
Wealth Management Benchmarking, Data and Analytics
We measure investor and advisor satisfaction with wealth management companies using syndicated benchmarking studies.
38,000+
investors and advisors surveyed annually
80+
firms profiled
3 in 4
consumers say that JD Power has “deep industry expertise”
We measure investor and advisor satisfaction with wealth management companies using syndicated benchmarking studies.
investors and advisors surveyed annually
firms profiled
consumers say that JD Power has “deep industry expertise”
Wealth Management Benchmarking, Data and Analytics Solutions
Uncover What Top Firms Are Doing Differently?
Our interactive data platform helps you gain a competitive advantage by uncovering insights, pinpointing gaps, and building on what your firm does best.
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Be the first to access the newest data insights from JD Power Financial Services. View our quarterly press releases, publish dates, and webinars to get the most trusted voice-of-the-customer intelligence in your inbox.
Be the first to access the newest data insights from JD Power Financial Services. View our quarterly press releases, publish dates, and webinars to get the most trusted voice-of-the-customer intelligence in your inbox.
The Insider's Edge
Get the upper hand with exclusive insights that only JD Power clients can access. Dive into cutting-edge reports and unlock the strategies that set industry leaders apart.
Get the upper hand with exclusive insights that only JD Power clients can access. Dive into cutting-edge reports and unlock the strategies that set industry leaders apart.
Additional Wealth Enhancement
Deep Dives
Enhancement to our syndicated studies that allows your company to field additional surveys using existing customer data.
Enhancement to our syndicated studies that allows your company to field additional surveys using existing customer data.
Pulse CX
Integrated CX management platform that monitors progress specific Key Performance Indicators.
Integrated CX management platform that monitors progress specific Key Performance Indicators.
Analysts Access
Premium-level support to answer research questions, conduct analyses, prepare data for presentations, or even review work for accuracy.
Premium-level support to answer research questions, conduct analyses, prepare data for presentations, or even review work for accuracy.
Meet the JD Power Wealth Experts
Mike Foy
Managing Director and Head of Wealth Intelligence
Mike's Bio
Mike Foy
Managing Director and Head of Wealth Intelligence
Mike Foy is Managing Director and Head of Wealth Intelligence at JD Power. He works with leading financial services brands to more effectively measure and improve the experience of their advisors and clients, ultimately driving greater loyalty, advocacy and engagement.
With over two decades of experience in the wealth management industry, Mike previously served as Global Head of Client Insights at Citi Wealth. His expertise has earned him recognition as a thought leader, with features in The Wall Street Journal, Barron’s, and The New York Times, as well as keynote speaking engagements at industry conferences.
Mike earned a bachelor’s degree in English literature and philosophy from Muhlenberg College in Allentown, Pennsylvania and an MBA in Marketing from Rutgers Business School.
Kapil Vora
Senior Director, Wealth Intelligence
Kapil's Bio
Kapil Vora is a Sr. Director for Wealth Intelligence at JD Power. In this role, he is focused on equipping clients with data, analytics, and strategy to make them competitive with today’s investors and financial advisors.
Kapil has over 15 years of market research experience. Prior to joining JD Power, he worked at NielsenIQ where he helped wealth management firms, retailers,
and tech companies in their new product development and concept testing initiatives. He also worked at Market Strategies (now Escalent) in their custom and syndicated wealth management market research division.
Kapil holds an MBA from the University of Texas at Dallas and a Bachelor of Engineering from the College of Engineering Pune, India.
Mike Foy
Mike Foy
Mike Foy is Managing Director and Head of Wealth Intelligence at JD Power. He works with leading financial services brands to more effectively measure and improve the experience of their advisors and clients, ultimately driving greater loyalty, advocacy and engagement.
With over two decades of experience in the wealth management industry, Mike previously served as Global Head of Client Insights at Citi Wealth. His expertise has earned him recognition as a thought leader, with features in The Wall Street Journal, Barron’s, and The New York Times, as well as keynote speaking engagements at industry conferences.
Mike earned a bachelor’s degree in English literature and philosophy from Muhlenberg College in Allentown, Pennsylvania and an MBA in Marketing from Rutgers Business School.
Kapil Vora
Kapil Vora is a Sr. Director for Wealth Intelligence at JD Power. In this role, he is focused on equipping clients with data, analytics, and strategy to make them competitive with today’s investors and financial advisors.
Kapil has over 15 years of market research experience. Prior to joining JD Power, he worked at NielsenIQ where he helped wealth management firms, retailers,
and tech companies in their new product development and concept testing initiatives. He also worked at Market Strategies (now Escalent) in their custom and syndicated wealth management market research division.
Kapil holds an MBA from the University of Texas at Dallas and a Bachelor of Engineering from the College of Engineering Pune, India.
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For all other inquiries, you can contact us here.
JD Power studies, products, and services are available for purchase. If you’re interested in subscribing to a JD 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 JD Power survey and have questions or comments, please contact us here.
For all other inquiries, you can contact us here.