Financial Services Intelligence Update

What Makes a Great Retirement Plan App? 2025 J.D. Power Findings | Ep 20

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

Top Credit Card Issuer Trends In 2025: What's Happening Now and What's Next | Ep 19

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. Follow us for more findings like these and stay updated on the latest financial services trends!

How Wealth Management Firms Can Stay Ahead of the Advisor Shortage | Ep 18

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!

The Financial Advice People Actually Want from Their Banks | Ep 17

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

Direct Banks Are Winning Younger Customers— Challenges Remain | Ep 16

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.