Trends Report

The US Brokerage Customer Experience Index, 2018

How US Brokerage And Investment Firms Earn Loyalty With The Quality Of Their Experience

June 20th, 2018
August du Pont, null
August du Pont
With contributors:
Harley Manning , Benjamin Ensor , Michelle Yaiser , Piers Conway , Shayna Neuburg


How well do leading brokerages and investment firms earn loyalty with the quality of their customer experience (CX)? This year, we reveal the complete rankings of 23 brokerage and investment brands that were analyzed as part of the US CX Index. We also unveil trends in CX quality and the role that emotion plays in CX. Customer experience professionals can use this report to inform their ongoing improvement efforts.

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