The J.D. Power Advisor Online Experience Study evaluates how financial advisors digitally interact with asset management firms and how that digital experience affects their brand impressions and future intentions to invest client assets with those firms.
Benefits
Why subscribe?
For asset managers in the current marketplace, forging and maintaining successful relationships with advisors is increasingly about effective digital engagement. Our research has shown that asset managers who have the highest levels of digital engagement with advisors are also achieving the best brand perceptions and reaping the largest inflows of new investment from those advisors, while asset managers with less digital engagement are falling further behind. This study provides a thorough understanding of the digital needs, expectations, and desires of today’s advisors.
Experiences Evaluated
Advisors surveyed in this analysis answer questions about various aspects of the digital journey, including:
- Researching product offerings and information
- Using value add materials and tools
- Accessing client-specific information and material
- Ease of navigating
- Visual appeal
- Speed
- Information and Content
- Key Performance Indicators (KPIs)
Gain outcome metrics, including:
- Overall advisor digital satisfaction
- Likelihood to increase/decrease investment with brand
- Brand perceptions on ten key image attributes
Make decisions with confidence.
Subscribers to this study have full access to benchmark reporting, competitor analysis, and more with PowerSource.
Press Release Information
J.D. Power will issue a national press release that will highlight key findings and trends from the study.
Read the latest press release
Profiled Brands
Profiled brands for the 2024 study have not been released. Add your name to the distribution to receive the brand list when it is available. SIGN ME UP >
2023 U.S. Profiled Brands
- AllianceBernstein
- BlackRock
- Capital Group
- Charles Schwab
- Columbia Threadneedle Investments
- Fidelity Investments
- Franklin Templeton
- Invesco
- J.P. Morgan
- MFS Investment Management
- Morgan Stanley
- Northern Trust
- Nuveen
- PIMCO
- Prudential Financial
- State Street Global Advisors (SSGA)
- T. Rowe Price
- Vanguard
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