Wells Investment App Crushes Satisfaction

Wells Fargo tied for highest in wealth management mobile app satisfaction, according to the J.D. Power 2019 Wealth Management Mobile App Satisfaction Study.

The study evaluates customer satisfaction with wealth management mobile apps based on five factors (in order of importance):

  • Range of services
  • Clarity of information
  • Ease of navigating app
  • Appearance
  • Speed of screens loading.

“We are honored to be tied for the top of the list,” said Joe Nadreau, head of Independent Brokerage and Platform Services at Wells Fargo Advisors. “The Wells Fargo mobile app includes seamless access to Wells Fargo Advisors brokerage accounts along with other Wells Fargo accounts. We’re constantly evolving our mobile app to help ensure clients have a positive experience across their financial lives. Mobility is key. Clients want to be fully connected to brokerage accounts from their smartphones.”

Wells Fargo tied in overall mobile app customer satisfaction, with a score of 865 out of 1,000.

The J.D. Power 2019 Wealth Management Mobile App Satisfaction Study is based on responses from 2,892 full-service and self-directed wealth management firm customers. The study was fielded July through August 2019. For more information, visit https://www.jdpower.com/business/resource/us-wealth-mobile-app-study.

With $1.7 trillion in client assets as of September 30, 2019, Wells Fargo Advisors provides investment advice and guidance to clients through 13,723 full-service financial advisors and referrals from 5,430 licensed bankers. This vast network of advisors, one of the nation’s largest, serves investors through locations in all 50 states and the District of Columbia.

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