Trends Report

The US Investment Firms Customer Experience Index, 2017

How US Investment Brands Earn Loyalty With The Quality Of Their Experience

October 18th, 2017
Davis Janowski, null
Davis Janowski
Dylan Czarnecki, null
Dylan Czarnecki
With contributors:
Rick Parrish , Harley Manning , Benjamin Ensor , Michelle Yaiser , Mike Chirokas , William Willsea , Rachel Birrell


How well do leading investment brands earn loyalty with the quality of their customer experience (CX)? This year, we reveal the complete rankings of 23 US investment brands — both direct and full-service — that were analyzed as part of the US CX Index. We also unveil surprising 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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