Edward Jones ranks first for full-service investment firms in the U.S. Investment Firms Customer Experience Index by Independent Research Firm. Client service, respect and communication are the top three driver categories of a quality client experience in the investment sector that have earned financial services firm Edward Jones the No. 1 ranking for full service investment firms in The U.S. Investment Firms Customer Experience Index, 2017. This is the third consecutive year the firm received the highest spot on the CX Index among Full Service Investment firms.
Forrester’s Customer Experience Index (CX IndexTM) methodology measures how well a brand’s customer experience strengthens the loyalty of its customers. The CX Index for U.S. investment firms is based on a survey of more than 118,000 U.S. adult customers in 2017 to benchmark consumer experience quality at 314 U.S. brands, including 12 direct or discount brokerage and 11 full-service investment firms.
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