Trends Report

The US Investment Firm Customer Experience Index, 2019

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

September 27th, 2019
With contributors:
Oliwia Berdak , Harley Manning , Piers Conway , Ben Salamin , Nicole Lesperance

Summary

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 investment brands that were analyzed as part of the US Customer Experience Index (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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