In the J.D. Power Financial Services Intelligence update for April 2024, we examine the J.D. Power 2024 U.S. Full-Service Satisfaction Study and the U.S. Self-Directed Satisfaction Study.

The discussion explores intersecting trends from both studies, examining how investor types and segments, such as financial health and generation, influence satisfaction levels.

In this session, Miles Tullo and Kapil Vora address key topics, including:

- Service Levels Impact Satisfaction

- Trends Over Time

- Segmentation Matters

- Trading Habits and Financial Health

- Brand Spotlight

- Differentiation Strategies

Featuring:

Kapil Vora, Senior Director, Wealth Intelligence, J.D. Power

Miles Tullo, Managing Director, Financial Services Intelligence, J.D. Power