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Industries Served: Financial Services—Investment Services

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Overview

The increasing amount of wealth coming into the market and a population that is more active in managing their investments spells more opportunity than ever before for investment products and wealth managers. But, the industry’s historic focus on performance and price is now giving way to security and strength of relationships as factors rising in importance to this growing and sophisticated market of investors. Both product companies and investment managers will need more insights into the drivers of customer satisfaction to better market and service these new and re-focused waves of clients.

J.D. Power provides actionable research and solutions based on the opinions of thousands of customers, and help companies understand what customers are thinking and what they really want, need, and look for from their investment services provider.

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Award Recipients

Award Recipients

2009 Self-Directed Investor
Satisfaction Study
Charles Schwab & Co.

2009 Full Service Investor
Satisfaction Study
Edward Jones
   
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