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U.S. Bank Ranks #1 in Investor Satisfaction with Full-Service Wealth Management Firms in 2024 J.D. Power StudyU.S. Bank is No. 1 in overall customer satisfaction for Wealth Management in the J.D. Power 2024 U.S. Full-Service Investor Satisfaction Study, the bank shared today. The survey of 9,951 investors rates customer satisfaction among those who work directly with a dedicated financial advisor or team of advisors. U.S. Bank was ranked No. 1 in five dimensions of the study, including level of trust; digital channels (web, mobile); product and service offerings; allowing clients to manage their wealth how and when they want; and resolving problems or complaints. "Our client relationships are very important to us, and we are keenly focused on listening to and responding to our clients' needs," said Gunjan Kedia, Vice Chair, Wealth, Corporate, Commercial and Institutional Banking at U.S. Bank. "We've introduced new product capabilities without losing the human touch, and we're proud to offer clients a broad array of integrated solutions. We have a talented and passionate team of advisors who are there for our clients at every stage of their wealth journeys. We're grateful to receive such a prestigious award."
About the study
The 2024 study is based on responses from 9,951 investors who work directly with a dedicated financial advisor or team of advisors. Those surveyed who were U.S. Bank clients worked with advisors from U.S. Bank or its affiliate U.S. Bancorp Investments (USBI). The study was fielded from January 2023 through January 2024.
About U.S. Bank
Disclosures
For U.S. Bank:
U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments. U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.
For U.S. Bancorp Investments:
Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. CA Insurance License #0E24641. Products may not be available in all states.
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