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 pr...

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 p...

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...

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 retir...

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 o...

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 relea...

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...

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. Follow us for more financial services insights!

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-w...

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 affluen...

How can banks and credit card issuers better protect their customers from fraud while building trust and satisfaction? In this episode of the J.D. Power Financial Services Intelligence Update, Miles Tullo is joined by Jennifer White, the architect of J.D. Power’s newest research on bank and credit card fraud. Jennifer shares: Key findings on fraud trends, including higher risks for younger consume...

In this month's J.D. Power Financial Services Intelligence Update, Paul McAdam, Senior Director of Banking and Payments Intelligence, and Miles Tullo, Managing Director of Financial Services, share key insights from the 2024 Small Business Satisfaction Study. They examine the latest trends in small business banking satisfaction and discuss how banks can effectively sustain it. Key highlights inclu...

As elevated interest rates reduce transaction volumes, the mortgage market is undergoing rapid changes. In this month’s update, Bruce Gehrke, Senior Director of Lending Intelligence, and Miles Tullo, Managing Director, discuss the latest insights from the Mortgage Origination Satisfaction Study and Mortgage Servicer Satisfaction Study. Looking for more insights? Read the lending intelligence: http...

Want to know the key trends shaping the credit card industry? We’ve got exclusive insights from over 39,000 cardholders in the J.D. Power 2024 U.S. Credit Card Satisfaction Study. In this video, we explore the growing satisfaction gap between credit card revolvers and transactors with expert insights from Miles Tullo and John Cabel. Read the latest press release: https://www.jdpower.com/business/p...

Tune in to the July 2024 Financial Services Intelligence Update with Kapil Vora and Miles Tullo to refine your advisor retention strategies and stay ahead in the industry. The J.D. Power Financial Advisor Satisfaction Study provides crucial insights into what drives advisor contentment and retention, offering valuable guidance for wealth management firms. Key Insights: Employee Advisors: Satisfact...

By embracing innovation and prioritizing personalized experiences, banks and credit card providers can redefine their role in enhancing financial well-being. We unpack the latest insights from the 2024 U.S. Retail Banking Advice Satisfaction Study in the June 2024 J.D. Power Financial Services Intelligence. Here are some key insights: Youthful Engagement: Younger consumers are actively seeking per...

Over half of U.S. consumers are now using person-to-person (P2P) transfers. With an additional 10% rise in usage since Q3 2023, the landscape is evolving rapidly. Listen in as Miles Tullo sits down with Sean Gelles, senior director of payment intelligence at J.D. Power, to uncover what drives customer loyalty and authority in the P2P space and discuss surprising brand performance insights on Venmo...

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 K...

In an ever-evolving financial landscape, banks are keenly interested in understanding how to appeal to younger generations, particularly millennials. The latest edition of our Financial Services Intelligence Update delves into the findings of the 2024 U.S. Retail Banking Satisfaction Study, offering critical insights into what millennials expect from their banking relationships. This video unpacks...

In this episode, we dive into the 2024 J.D. Power Buy Now, Pay Later Satisfaction Study to uncover what consumers really think about BNPL services. Who’s delivering the best experience? What drives trust and loyalty in this fast-growing space? Tune in for data-backed insights, surprising trends, and what it all means for providers and the future of payments. Follow us for more financial services u...