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
DJ
Davis Janowski
DC
Dylan Czarnecki
With contributors:
Rick Parrish , Michelle Yaiser , Harley Manning , Benjamin Ensor , Mike Chirokas , William Willsea , Rachel Birrell

Summary

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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