The Financial Marketing Institute Announces Leading Financial Services Companies in Digital Experience For 2021

NEWTOWN, Pa.--()--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.

Contacts

Frank Dudley
fdudley@financialmarketinginstitute.com
917-952-3302

Release Summary

Rankings of 8 verticals of Financial Services companies in four categories of Digital Experience: Social, Mobile, Website and Customer Experience

Contacts

Frank Dudley
fdudley@financialmarketinginstitute.com
917-952-3302