Financial Services Update is a quick, focused listen that delivers the latest insights across banking, payments, wealth and lending. Join industry experts like Jennifer White, John Cabell and many others as they break down customer experience data and share practical takeaways for businesses.
What Makes a Great Retirement Plan App? 2025 J.D. Power Findings | Ep 20
On this episode, Miles Tullo welcomes Mike Foy and Jonathan Sundberg to discuss the latest findings from the J.D. Power 2025 U.S. Retirement Plan Digital Satisfaction Study. Discover how digital design, security, and personalization are transforming participant engagement across retirement plan websites and mobile apps.
Key highlights:
(00:41) – What separates top-performing retirement plan providers from laggards
(01:45) – How interactive tools and mobile innovation drive participant engagement
(04:37) – Why perceptions of security can boost satisfaction
(09:06) – Generational differences in security expectations and mobile experience
(10:27) – The industry’s struggle to deliver proactive, personalized guidance
(13:52) – How AI and predictive analytics can improve participant relevance and retention
(16:35) – Top recommendations to improve digital satisfaction in 2025
Learn more: jdpower.com/financial-services
21 Aug 2025
Top Credit Card Issuer Trends In 2025: What's Happening Now and What's Next | Ep 19
On this episode, John Cabell explores the latest insights from the J.D. Power 2025 U.S. Credit Card Satisfaction Study. Discover what’s shaping the credit card landscape in 2025 and how issuers can adapt to meet evolving customer expectations.
Key Highlights:
(00:42) – The financial health of today’s cardholders and its impact on satisfaction
(02:15) – Why affluent customers continue to prefer premium cards
(04:07) – The effect of Buy Now, Pay Later (BNPL) on credit card usage
(06:23) – How surcharges are driving customers to alternative payments
(08:45) – Where AI innovation presents opportunities for issuers
Learn More: jdpower.com/financial-services
Stay Tuned: New episodes drop regularly with data-driven insights into payments, banking, wealth, and lending.
Follow us for more findings like these and stay updated on the latest financial services trends!
23 Jul 2025
How Wealth Management Firms Can Stay Ahead of the Advisor Shortage | Ep 18
On this episode, Miles Tullo and Mike Foy explore the latest insights from the J.D. Power 2025 U.S. Financial Advisor Satisfaction Study. Uncover the driving forces behind advisor satisfaction and the transformative impact of technology on the financial advisory sector.Key Highlights:(00:38) - Opportunities for financial advisors in 2025.
(01:05) - Insights into the aging demographic of financial advisors and industry implications.
(02:18) - The role of leadership behaviors and cultural attributes in advisor retention.
(04:01) - How technology is reshaping advisor satisfaction and expectations.
(08:31) - Top-ranked investment firms with the highest advisor satisfaction scores.Learn More: jdpower.com/financial-servicesStay Tuned: Miles will return in August to discuss findings from the flagship credit card satisfaction study.Follow us for more insights like these and stay updated on the latest trends in financial services!
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Apple Podcasts (US)
5.0 / 5
1 ratings
Spotify
5.0 / 5
1 ratings
Podcast Authority Score: 33 / 100
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Quality
52
Social presence
0
YouTube
0
Engagement
32
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