Summary
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 rankings of 21 investment firms and direct brokerages that we analyzed as part of the US Customer Experience Index (CX Index™) in 2023. CX professionals can use this report to inform their ongoing improvement efforts.
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