Business Wire

Digital Channels Play Critical Role in Wealth Management Client Satisfaction and Retention in Canada, J.D. Power Finds

TORONTO--(BUSINESS WIRE)--Mobile apps have become the window to the wealth management client experience for clients of every type, creating opportunities and challenges for wealth management firms in ...
jdpower

Wealth Management Apps Become Gateway to Client Satisfaction and Retention, JD Power Finds

TROY, Mich.: 21 Nov. 2023 — It’s not just Millennials 1 and Gen Z with do-it-yourself brokerage accounts driving the trend toward increased use of digital wealth management tools; the digital channel ...
jdpower

Virtual Assistants, Advanced Trading Tools Drive Customer Satisfaction with Wealth Management Apps and Websites, JD Power Finds

TROY, Mich.: 20 Nov. 2025 — Does your wealth management website or mobile app look more like a Wall Street trading floor than a boring corporate brand page? It’s no accident. According to the JD Power ...
Forbes

The Future Of Digital Banking: The Next-Gen Digital Banking Platform

The digital banking revolution is over. Not because it failed, but because it’s stalled. Consumers have embraced mobile and online banking. Banks and credit unions have poured millions into digital ...