Trends Report

The Canada Investment Firms Customer Experience Index Rankings, 2023

How Canadian Investment Firms Earn Loyalty With The Quality Of Their Experience

March 12th, 2024
With contributors:
Rick Parrish , Vijay Raghavan , Daniel Portillo , Shayna Neuburg


How customers perceive a brand influences how much they spend with the brand and whether they recommend it, as well as how likely they are to forgive the brand’s missteps. This report answers the question, “Which investment firms are providing the best customer experience (CX), and how are they improving the quality of their experiences?” We reveal the complete rankings of 14 Canadian investment firm brands that we analyzed as part of the Canada Customer Experience Index (CX Index™) in 2023. CX professionals can use this report to inform their ongoing improvement efforts.

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