The Financial Marketing Institute, the provider of the most comprehensive research and analytics for financial marketers, today announces the leading financial services companies in digital experience for 2021.
As part of its annual Digital Marketing of Financial Services Research and Analytics Initiative, the firm evaluates scores and ranks the top 100 companies in the U.S. (identified by AUM) in several verticals within the financial services industry: Asset Management, Life Insurance, P&C Insurance, Retail Banking, Commercial Banking, Investment Banking and Credit Unions. The firm also evaluates and ranks the top 40 Wealth Management companies (identified by AUM) within the U.S.
The research is completed at the end of each calendar year and results and insights are shared with sponsor participant firms during the ensuing year. Each financial services company is evaluated, scored and ranked via proprietary and rigorous models that the firm has developed and continues to evolve in four key areas of digital experience: Social Media Experience, Mobile Experience, Website Experience and Customer Experience.
“Our digital experience models are quantitatively-driven and, therefore, enable us to provide very specific analysis to our sponsor participants on where they are excelling and where there is room for improvement in different aspects of digital customer experience,” says Frank Dudley, President of the Financial Marketing Institute. “Some of our models have dozens of variables that serve as inputs into the overall score and ranking.”
The firm recognizes Leading Financial Services Companies in Digital Experience for 2021 as those companies that are ranked among the top five companies for each of the eight verticals and each of the four digital experience models. The firm also recognizes the #1 ranked firm as the Top Performer for the year.
Asset Management | |||||
Rank | Designation | Social Media Experience | Mobile Experience | Website Experience | Customer Experience |
1 | Top Performer | JPMorgan Chase | Bank of America | Geode Capital Management | Bank of America |
2 | Leading Company | Stifel Financial | Morgan Stanley Investment Management | Bank of America | Morgan Stanley Investment Management |
3 | Leading Company | Vanguard Group | Fidelity Investments | Fidelity Investments | Citi Group |
4 | Leading Company | Fidelity Investments | JPMorgan Chase | Edward Jones | BNY Mellon |
5 | Leading Company | Bank of America Asset Management | TIAA | Virtus Partners | Fidelity Investments |
Wealth Management | |||||
Rank | Designation | Social Media Experience | Mobile Experience | Website Experience | Customer Experience |
1 | Top Performer | Stifel Financial | Bank of America | US Bank Wealth Management | Bank of America |
2 | Leading Company | Baird | Wells Fargo | Wells Fargo | Fidelity |
3 | Leading Company | Wells Fargo | Fidelity | Fidelity | Wells Fargo |
4 | Leading Company | Vanguard Group | Morgan Stanley Wealth Management | Bank of America | U.S. Bank Wealth Management |
5 | Leading Company | Capital Group Private Client Services | UBS Wealth Management | PNC | Morgan Stanley Wealth Management |
Life Insurance | |||||
Rank | Designation | Social Media Experience | Mobile Experience | Website Experience | Customer Experience |
1 | Top Performer | National Life Group | USAA | Kemper | USAA |
2 | Leading Company | Brighthouse Financial | State Farm | USAA | State Farm |
3 | Leading Company | USHealth | National Life | State Farm | USHealth |
4 | Leading Company | USAA | Prudential Financial | Michigan Farm Bureau | Primerica |
5 | Leading Company | Primerica | Country Financial | Allstate | National Life Group |
Property & Casualty Insurance | |||||
Rank | Designation | Social Media Experience | Mobile Experience | Website Experience | Customer Experience |
1 | Top Performer | USAA | Liberty Mutual | USAA | USAA |
2 | Leading Company | State Compensation Insurance Fund | State Farm | Progressive | State Farm |
3 | Leading Company | EMC Insurance Companies | Progressive | Allstate | Progressive |
4 | Leading Company | NJM Insurance Group | Allstate | Liberty Mutual | Liberty Mutual |
5 | Leading Company | Allstate Insurance Group | Chubb | IAT Insurance Group | Allstate |
Retail Banking | |||||
Rank | Designation | Social Media Experience | Mobile Experience | Website Experience | Customer Experience |
1 | Top Performer | United Community Bank | Wells Fargo | Capital One | Wells Fargo |
2 | Leading Company | Trustco Bank | Glacier Bank | Chase | Bank of America |
3 | Leading Company | Cater Bank and Trust | BankUnited | Wells Fargo | Capital One |
4 | Leading Company | BBVA | Berkshire Bank | Bank of America | Citi |
5 | Leading Company | PNC | Columbia Bank | Citi | Chase |
Credit Unions | |||||
Rank | Designation | Social Media Experience | Mobile Experience | Website Experience | Customer Experience |
1 | Top Performer | Alaska USA Federal Credit Union | State Employees Credit Union of Maryland | Alliant Credit Union | Navy Federal Credit Union |
2 | Leading Company | Navy Federal Credit Union | Citadel Federal Credit Union | Navy Federal Credit Union | America First Credit Union |
3 | Leading Company | First Community Credit Union | State Employees’ Credit Union | Pentagon Federal Credit Union | Mountain America Credit Union |
4 | Leading Company | UW Credit Union | Tinker Federal Credit Union | State Employees’ Credit Union | Alliant Credit Union |
5 | Leading Company | America First Credit Union | Eastman Credit Union | State Employees Credit Union of Maryland | Idaho Central Credit Union |
Commercial Banking | |||||
Rank | Designation | Social Media Experience | Mobile Experience | Website Experience | Customer Experience |
1 | Top Performer | United Community Bank | Glacier Bank | Capital One | Wells Fargo |
2 | Leading Company | Stifel Financial | Wells Fargo | Chase | Bank of America |
3 | Leading Company | PNC | BankUnited | Wells Fargo | Capital One |
4 | Leading Company | Comerica Bank | Berkshire Bank | Bank of America | Morgan Stanley |
5 | Leading Company | BBVA | Commerce Bank | Citi | Citi |
Investment Banking | |||||
Rank | Designation | Social Media Experience | Mobile Experience | Website Experience | Customer Experience |
1 | Top Performer | JPMorgan Chase | US Bank | JPMorgan Chase | Wells Fargo |
2 | Leading Company | Wells Fargo Bank | Bank of America Merrill Lynch | Wells Fargo | JPMorgan Chase |
3 | Leading Company | People’s Bank | People’s Bank | U.S. Bank | U.S. Bank |
4 | Leading Company | First Hawaiian Bank | JPMorgan Chase | Glacier Bank | Citi |
5 | Leading Company | Baird | National Bank of Blacksburg | B. Riley Financial | Morgan Stanley |
The Financial Marketing Institute provides industry-specific research, analytics, consulting, executive education and training to financial marketing executives. It is a primary source of industry trends, benchmarks and training in digital marketing and media for financial marketers.
View source version on businesswire.com: https://www.businesswire.com/news/home/20220119005826/en/
