Financial Services Intelligence Update

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

On this episode, John Cabell explores the latest insights from the J.D. Power 2025 U.S. Credit Card Satisfaction Study. Discover what’s shaping the credit card landscape in 2025 and how issuers can adapt to meet evolving customer expectations.

Key Highlights:

(00:42) – The financial health of today’s cardholders and its impact on satisfaction

(02:15) – Why affluent customers continue to prefer premium cards

(04:07) – The effect of Buy Now, Pay Later (BNPL) on credit card usage

(06:23) – How surcharges are driving customers to alternative payments

(08:45) – Where AI innovation presents opportunities for issuers

Learn More: jdpower.com/financial-services

Stay Tuned: New episodes drop regularly with data-driven insights into payments, banking, wealth, and lending.

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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!

Two-thirds of Americans are financially unhealthy, and they’re turning to banks for help.

In this episode, Miles Tullo talks with Jennifer White about the findings from the 2025 U.S. Financial Health and Advice Satisfaction Study and how top banks are meeting customers’ rising expectations for financial guidance.

You’ll learn:

• What kind of advice customers really want (and it’s not long-term retirement plans)
• Why Bank of America ranks highest for advice satisfaction
• The growing appetite for short-term financial tools from younger and emerging affluent customers
• What lagging banks need to change to stay relevant
• How omni-channel consistency and timely outreach drive results

Paul McAdam, Senior Director at J.D. Power, breaks down the latest insights from the 2025 U.S. Direct Banking Satisfaction Study. In this episode, we dive into why checking satisfaction is increasing, why savings satisfaction is slipping, and how digital tools and strong service are reshaping the direct banking experience. Whether you're in financial services or just curious about the future of banking, this conversation is packed with insights.

🎧 Learn more at jdpower.com/financial-services
📥 Subscribe for more J.D. Power Financial Services Intelligence.

Despite growing up with tech, younger investors are asking for real financial guidance. Kapil Vora, Senior Director at J.D. Power, shares key takeaways from the 2025 U.S. Investor Satisfaction Study and what it means for the future of wealth management.

Highlights:

• Why DIY investors want real financial advisors?
• What leading firms are doing right?
• How can your firm adapt?

Read the full press release: https://www.jdpower.com/business/press-releases/2025-us-investor-satisfaction-study  

Explore our investor analytics: https://www.jdpower.com/business/wealth-management-platform

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Consumers are stressed—but satisfaction with banks is rising. How is that possible? In this episode of the J.D. Power Financial Services Intelligence Update, host Miles Tullo sits down with Jennifer White, Senior Director of Banking Intelligence, to unpack findings from the 2025 U.S. Retail Banking Satisfaction Study. What You’ll Learn:- Why customer satisfaction is rising despite financial strain- The “Three F’s” of trust: Fees, Fairness, and Fraud- A look at U.S. deposit trends—33% of consumers have less than $1,000 with their bank- How banks are delivering more personalized financial advice- What banks must improve to maintain trust Don’t miss:0:35 – Overview of the 2025 Retail Banking Study2:15 – Satisfaction rises during financial hardship3:30 – The Three F’s: Why trust matters4:45 – Deposit trends and the savings gap5:40 – The state of financial advice6:50 – Key takeaways Read the full study and press release here: https://www.jdpower.com/business/press-releases/2024-us-retail-banking-satisfaction-study Want to know how your bank stacks up? Contact J.D. Power to learn more. https://www.jdpower.com/business/financial-services

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In this episode, we explore the latest Buy Now Pay Later research and why it’s rapidly growing, particularly among Gen Z. Discover how flexible repayment options are driving this surge. We also discuss how fintech companies like Klarna, Afterpay, Affirm, and traditional banks are adapting to this trend.

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Raising the Bar: What Today’s Auto Finance Customers Expect Online

In this episode, host Miles Tullo is joined by Patrick Roosenberg and Jon Sundberg to unpack the latest insights from the 2025 Automotive Finance Digital Experience Study.

Tune in as they explore:

• How poor digital design drives up service costs and drags down satisfaction

• Ways top lenders are transforming payment portals into two-way communication tools

• The highest-ranked lenders in this year’s AutoFi Digital Experience Study

• Quick digital fixes that can boost customer satisfaction

• Why consumer expectations—shaped by apps like Amazon and Uber—are redefining success in auto finance

Get a firsthand look at what’s reshaping the digital auto finance landscape—and what lenders can do to stay ahead.

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Listen in as Craig Martin and Miles Tullo share key insights from the Affluent Client Trends Report. This in-depth report combines data from over 250 leading brands across the banking and wealth management sectors, providing a comprehensive view of the evolving needs and behaviors of affluent consumers.

Their discussion shares the:

- The role of trust in building lasting relationships with affluent clients.

- How technology is reshaping personalized services and enhancing client experiences.

- Emerging opportunities to engage younger affluent clients, who represent the next wave of growth in financial services.

Want to dive deeper into the data? Get an exclusive preview of the Affluent Client Trends Report here: https://hub.jdpower.com/24-us-affluen....

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