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 and Mike Foy explore the latest insights from the J.D. Power 2025 U.S. Financial Advisor Satisfaction Study. Uncover the driving forces behind advisor satisfaction and the transformative impact of technology on the financial advisory sector.Key Highlights:(00:38) – Opportunities for financial advisors in 2025.
(01:05) – Insights into the aging demographic of financial advisors and industry implications.
(02:18) – The role of leadership behaviors and cultural attributes in advisor retention.
(04:01) – How technology is reshaping advisor satisfaction and expectations.
(08:31) – Top-ranked investment firms with the highest advisor satisfaction scores.Learn More: jdpower.com/financial-servicesStay Tuned: Miles will return in August to discuss findings from the flagship credit card satisfaction study.Follow us for more insights like these and stay updated on the latest trends in financial services!
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