thewealthnet

WM apps a 'missed opportunity' US survey indicates

News Team, 26/11/2020

A new survey of US wealth management consumers has shown satisfaction with firms’ apps is lower than elsewhere in financial services.

The JD Power 2020 US Wealth Management Mobile App Satisfaction Study showed wealth management clients had used their providers’ apps much more during the pandemic.

Despite increased utilisation, the overall satisfaction score for wealth apps is 849 (on a 1,000-point scale), lower than the overall satisfaction score for app...


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