Top 10 wealth mobile apps: J.D. Power
According to J.D. Power's 2021 U.S. Wealth Management Mobile App Satisfaction Study, 75% of wealth management firms have made feature enhancements to their apps in the past year, compared to 45% a year ago. Although there seems to be greater utilization, improved engagement and higher overall customer satisfaction with the apps, firms still fall behind in overall app user experience.
The rankings are based on a survey conducted in July and August of 3,025 investors. The study on mobile app satisfaction is based on five factors: range of services, clarity of information, ease of navigating, appearance and speed of screens loading. Here are the 10 wealth management firms that ranked highest this year.