Financial Services Intelligence Update
Financial Services Intelligence Update
Podcast Description
Financial Services Update is a quick, focused listen that delivers the latest insights across banking, payments, wealth and lending. Join industry experts like Jennifer White, John Cabell and many others as they break down customer experience data and share practical takeaways for businesses.
Podcast Insights
Content Themes
The podcast covers crucial topics such as customer satisfaction trends, innovative financial solutions, the Buy Now Pay Later market, and affluent consumer behavior. Episodes explore specific areas like banking fees, the impact of flexible repayment terms on Gen Z, and the evolution of auto finance digital experiences, providing actionable insights for industry professionals.
Financial Services Update is a quick, focused listen that delivers the latest insights across banking, payments, wealth and lending. Join industry experts like Jennifer White, John Cabell and many others as they break down customer experience data and share practical takeaways for businesses.
On this episode, Miles Tullo welcomes Mike Foy and Jonathan Sundberg to discuss the latest findings from the J.D. Power 2025 U.S. Retirement Plan Digital Satisfaction Study. Discover how digital design, security, and personalization are transforming participant engagement across retirement plan websites and mobile apps.
Key highlights:
(00:41) – What separates top-performing retirement plan providers from laggards
(01:45) – How interactive tools and mobile innovation drive participant engagement
(04:37) – Why perceptions of security can boost satisfaction
(09:06) – Generational differences in security expectations and mobile experience
(10:27) – The industry’s struggle to deliver proactive, personalized guidance
(13:52) – How AI and predictive analytics can improve participant relevance and retention
(16:35) – Top recommendations to improve digital satisfaction in 2025
Learn more: jdpower.com/financial-services
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