How branch advisors and planners rated their bank’s support offerings and tools
Research by:
Sangjun (John) Han, Roland Inacay, Diane Lalonde, Ciara Lalor-Lindo, Alisha Mughal and Sai Tamanna Sharma.
Research editor:
Katie Keir.
Click the image of the main data table below to obtain a PDF of the results table (scroll past the ad if you see one, to the table image that follows). The form requires an email address.
A video breakdown of the 2025 Report Card on Banks themes
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