jdpower

Virtual Assistants, Advanced Trading Tools Drive Customer Satisfaction with Wealth Management Apps and Websites, JD Power Finds

TROY, Mich.: 20 Nov. 2025 — Does your wealth management website or mobile app look more like a Wall Street trading floor than a boring corporate brand page? It’s no accident. According to the JD Power ...
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 ...