Edward Jones recently ranked number one in full-service investment firms in the US Investment Firms Customer Experience Index.
This is the fourth year in a row the firm has received the highest spot on the index.
The index’s methodology measures how well a brand’s customer experience creates and sustains the loyalty of its customers.
Lake Mills area Edward Jones financial advisors are: Aaron Genthe, at 124 E. Lake St. and Korab Krasniqi, CFP® at 809 N. Main St.
“Clients are seeking an unprecedented level of personalized attention and service from their financial advisors. To deliver that level of service, we strive to move beyond thinking about our clients and instead to think like them,” Genthe said.
The CX Index for the U.S. is based on an online survey of 101,341 U.S. adult customers and was fielded between February and May 2019. It benchmarked consumer experience quality at 260 U.S. brands, including 11 direct or discount brokerage and 11 full-service investment firms.
“What we believe makes this ranking significant is that it reflects the direct feedback from our clients about the quality of their client experience at Edward Jones,” Krasniqi said. “It’s a testament to our delivery of what they value, a high-touch relationship supplemented by a high-technology approach.”