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For Customer Experience Professionals

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March 1, 2007

Financial Brand Snapshot: Convenient And Friendly

A Look At How Consumers Describe Their Banks And Investment Firms

by Bruce D. Temkin

with Eric M. Dolan, Peter Hult

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Executive Summary

We examined how often consumers use the words "friendly" and "convenient" to describe their primary bank and investment firm. It turns out that Seniors are the group most likely to use these terms across both banks and investment firms. Which institutions are most often described with both of these terms? Ameriprise, community banks, credit unions, and Edward Jones.

This is an excerpt

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