Report Card on Banks 2019

Report Card on Banks 2019 main chart

How advisors rated their banks

Research by:
Jordan Barrera, Daniel Calabretta, Maddie Johnson, Surina Nath

Research editor:
Katie Keir

Click the image below to download a PDF of the chart.

A look at where institutions' support shines and where it slips

The banks' top producers significantly outperformed their colleagues

For more than five years, these categories have had the highest satisfaction gaps - and those gaps are growing

As banks invest in software and training, advisors wait for the payoff

Well-written emails can help you build trust — and they might even put a smile on a client’s face

An IIROC panel found the rep engaged in improper personal financial dealings with a client and misled investigators

Covid-19 has delayed medical appointments for coverage

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