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A Look at Customer Satisfaction in Financial Services

Do you know how happy your financial services customers are? The answers may surprise you. Our latest infographic breaks down survey results of senior financial services executives, highlighting customer satisfaction and priorities.

While 72% of executives say their customers are either mostly satisfied or extremely satisfied, 33% of wealth management and insurance and 22% of banking customers have switched providers in the last 12 months. This infographic offers a detailed look at how financial services institutions can improve to better meet customer needs. Read now for insights into:

Customer satisfaction
Customer investment priorities
Data connection requests

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