Ameriprise Financial Reports 96% Satisfaction Rate as Company Engages Record Number of Clients in Compelling Digital Experience
Clients say they are highly satisfied and Ameriprise is
providing advice that addresses their needs
Traffic to the Ameriprise app up 70% and site visits to Ameriprise.com up 50% year over year
“These results reflect the multi-year journey we’ve been on to build a best-in-class, digitally-enabled client experience,” said Deirdre McGraw, Executive Vice President of Marketing, Corporate Communications & Community Relations at Ameriprise. “Today’s consumers demand a digital experience that is increasingly automated, integrated and mobile, and that’s what we’re delivering with more convenience and flexibility online. Our investments in technology, combined with the caring and loyal service of our advisors, help clients stay informed and in command of their finances, even as the world shifts.”
“At Ameriprise, we’re known for being client obsessed,” said Jen Estes, Vice President of Consumer Insights at Ameriprise. “We build all of our tools and solutions around enabling our advisors to provide an outstanding experience to clients. The fact that our satisfaction scores and digital usage numbers are so high is a testament to our relentless dedication to helping clients achieve their goals and enjoy feel more confident about their investments.”
As a leading wealth manager, Ameriprise has helped millions of individual clients and institutions plan for and achieve their long-term financial goals. Over the past decade, the company has invested significantly in its technology infrastructure in order to deliver a compelling client experience. Amid the COVID-19 pandemic, Ameriprise clients appreciate the comprehensive and intuitive user experience offered by its online tools, including goal tracking, electronic signatures, mobile check deposits, texting, and video sessions with their advisors – empowering them to stay connected and in control of their finances anywhere, anytime even during a period of heightened uncertainty.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With extensive advisory, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs. For more information, or to find an Ameriprise financial advisor, visit ameriprise.com.
Source: Ameriprise Financial Goal-Based Advice Survey. Results from July 2018 through June 2020, reflecting 3,551 client responses. The percentages cited reflect those who agree or strongly agree with each statement (on a 5-point scale). Clients may complete a survey via the secure site after their goals are published online.
1 Company Reports.
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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
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