jdpower

Wealth Management Apps Become Gateway to Client Satisfaction and Retention, JD Power Finds

TROY, Mich.: 21 Nov. 2023 — It’s not just Millennials 1 and Gen Z with do-it-yourself brokerage accounts driving the trend toward increased use of digital wealth management tools; the digital channel ...
jdpower

Wealth Management Clients Expect More Personalized Experience from Their Firms’ Mobile Apps and Websites, JD Power Finds

TROY, Mich.: 21 Nov. 2024 — As expectations for the wealth management client experience continue to evolve from being more transaction- and product-driven to a more bespoke engagement, digital apps ...