Trends Report

The US Investment Firms Customer Experience Index, 2020

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

November 19th, 2020
Sam Karpinski, null
Sam Karpinski
With contributors:
Brian Mukasa , Harley Manning , Shayna Neuburg


Customer loyalty influences how often customers frequent a brand, how much they spend with the brand, whether or not they recommend that brand, and how likely they are to forgive a brand’s missteps. This report answers the question, “How well do leading investment firm brands earn loyalty with the quality of their customer experience (CX)?” In 2020, we reveal the complete rankings of 21 investment firm brands that were analyzed as part of the US CX Index, which can help identify which brands will bounce back the most after pandemic restrictions subside.

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