Financial Services

How The Pandemic Created Unforeseen Challenges across the Mortgage Servicing Industry

J.D. Power U.S. Primary Mortgage Servicer Satisfaction Study

On July 21st, J.D. Power will publish the results of the J.D. Power 2021 U.S. Primary Mortgage Servicer Satisfaction StudySM. This year’s study shows how the pandemic created unforeseen challenges across the mortgage servicing industry. With respect to the myriad of government-mandate …

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Consumer Financial Literacy and Wellness in an Unprecedented Year

J.D. Power Financial Health

The pandemic has re-shaped how consumers think about their financial situation and goals. To help banks better understand these changing customer needs, J.D. Power launched Polaris, a series of pulse survey studies to measure consumer sentiment and provide critical insights. J.D. Powe …

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Financial Advisors and The Effective Use of Social Media Channels

Financial Advisors and The Role of Social Media

Merrill Lynch Wealth Management recently announced that it was revamping its training program for 3,000 trainee brokers, including placing a ban on cold calling and expanding the initiative’s accessibility to attract more diverse talent. Participants will be directed to use internal r …

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Halfway up the Mountain: The Ascent of the Wealth Management Experience

J.D. Power Ascent of the Wealth Management Experience

The Wealth Management industry has made great progress over the last decade. It was not long ago when pitching stocks to strangers over the phone was the norm. Now, a combination of increased expectations on the part of consumers, regulators and the industry itself have propelled weal …

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Auto Lenders Need to Adapt to Online Reality

J.D. Power recently published the J.D. Power 2021 Canada Dealer Financing Satisfaction Study. I sat down with Canadian Auto Dealer to discuss the key findings from the recently.

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Digital Reliance For Financial Advisor Client Interactions

J.D. Power Financial Advisor Satisfaction Study

According to the 2020 J.D. Power Financial Advisor Satisfaction Study, the single most critical KPI driving advisor satisfaction and loyalty was “technology offered by my firm has improved.” Advisor reliance on technology to manage all aspects of their practice has been growing for ma …

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