The Financial Marketing Institute has developed the most rigorous and quantitative models by which the top companies in several sectors of financial services are evaluated, scored and ranked in four key areas of Digital Experience: Social Media Experience, Mobile Experience, Website Experience, and Customer Experience.
The following firms are among the top five, most highly ranked firms in their respective sectors and categories. These firms are to be commended for the leadership, rigor, discipline and significant investment that was necessary to earn a place among the leading companies in Digital Experience in the U.S.
List of the Top Performing Companies in Digital Experience
Social Media Experience
Wealth Management
- 1. Cyndeo Wealth Partners
- 2. Goldman Sachs
- 3. Key Financial
- 4. CITI
- 5. Bank of America
Asset Management
- 1. Lazard
- 2. Cambridge Investment Research
- 3. Credit Suisse
- 4. Bank of America
- 5. Edward Jones
Life Insurance
- 1. Allstate Life Companies
- 2. ELCO Mutual Life and Annuity
- 3. Illinois Mutual Life Insurance Company
- 4. First Catholic Slovak Ladies USA
- 5. State Farm Life Group
Property & Casualty Insurance
- 1. CSAA Ins Group
- 2. Progressive Ins Group
- 3. Southern Farm Bureau Casualty Group
- 4. Travelers Group
- 5. Nodak Mutual Group
Retail Banking
- 1. Busey Bank
- 2. MidFirst Bank
- 3. Pinnacle Bank
- 4. Bank of Baroda
- 5. Zions Bancorporation, N.A.
Credit Unions
- 1. Dow Chemical Employees' Credit Union
- 2. Utah Community Federal Credit Union
- 3. BayPort Credit Union
- 4. HAPO Community Credit Union
- 5. Navy Federal Credit Union
Commercial Banking
- 1. First Bank
- 2. Busey Bank
- 3. EagleBank
- 4. Merchants Bank of Indiana
- 5. PeoplesBank
Investment Banking
- 1. Goldman Sachs
- 2. People’s Bank
- 3. Glacier Bank
- 4. National Bank of Blacksburg
- 5. Bank of America
Mobile Experience Ranking
Wealth Management
- 1. U.S. Bank Wealth Management
- 2. Bank of America
- 3. Fidelity
- 4. Wells Fargo
- 5. Charles Schwab
Asset Management
- 1. Bank of America
- 2. USAA
- 3. State Farm Insurance
- 4. Credit Suisse
- 5. Charles Schwab
Life Insurance
- 1. National Life Group
- 2. Anthem Life Insurance Company
- 3. Trustmark
- 4. State Farm Life Group
- 5. USAA Life Group
Property & Casualty Insurance
- 1. State Farm Group
- 2. UnitedHealth Group
- 3. Liberty Mutual Insurance Company
- 4. Mercury General Group
- 5. Farmers Insurance Group
Retail Banking
- 1. The Central Trust Bank
- 2. First Convenience Bank/First National Bank Texas
- 3. Bank United
- 4. American Express National Bank
- 5. Citibank
Credit Unions
- 1. Texas Dow Employees Credit Union
- 2. DFCU
- 3. Goldenwest Federal Credit Union
- 4. Navy Army Community Credit Union
- 5. ENT Credit Union
Commercial Banking
- 1. The Central Trust Bank
- 2. American Express National Bank
- 3. First Financial Bank
- 4. UMB Bank
- 5. United Community Bank
Investment Banking
- 1. BNP Paribas
- 2. People’s Bank
- 3. JPMorgan Chase
- 4. Nantucket Bank
- 5. BB&T Capital Markets
Website Experience Ranking
Wealth Management
- 1. Fidelity
- 2. Wells Fargo
- 3. Edward Jones
- 4. Charles Schwab
- 5. Bank of America
Asset Management
- 1. JPMorgan Chase
- 2. Fidelity Investments
- 3. Wells Fargo
- 4. Allspring Global Investments
- 5. Bank of America
Life Insurance
- 1. USAA Life Group
- 2. UnitedHealth Life Companies
- 3. State Farm Life Group
- 4. Aetna Life Group
- 5. Cigna Life Group
Property & Casualty Insurance
- 1. USAA Group
- 2. Progressive Insurance Group
- 3. State Farm Group
- 4. Allstate Insurance Group
- 5. AutoOwners Insurance Group
Retail Banking
- 1. JPMorgan Chase Bank
- 2. Capital One
- 3. Bank of America
- 4. Wells Fargo Bank
- 5. Citibank
Credit Unions
- 1. Navy Federal Credit Union
- 2. Apple Federal Credit Union
- 3. United Federal Credit Union
- 4. Pentagon Federal Credit Union
- 5. First Community Credit Union
Commercial Banking
- 1. JPMorgan Chase Bank
- 2. Capital One
- 3. Bank of America
- 4. Wells Fargo Bank
- 5. Citibank
Investment Banking
- 1. Wells Fargo Bank
- 2. J.P. Morgan
- 3. Bank of America
- 4. U.S. Bank
- 5. UBS AG
Customer Experience Ranking
Wealth Management
- 1. Fidelity
- 2. Bank of America
- 3. Wells Fargo
- 4. Edward Jones
- 5. Morgan Stanley
Asset Management
- 1. Bank of America
- 2. Wells Fargo
- 3. Fidelity Investments
- 4. JPMorgan Chase
- 5. Edward Jones
Life Insurance
- 1. State Farm Life Group
- 2. USAA Life Group
- 3. Primerica Group
- 4. National Life Group
- 5. Nationwide Mutual Life Group
Property & Casualty Insurance
- 1. USAA Group
- 2. State Farm Group
- 3. Travelers Group
- 4. Primerica Group
- 5. AAA
Retail Banking
- 1. Bank of Baroda
- 2. Bank of America
- 3. Capital One
- 4. American Express National Bank
- 5. JPMorgan Chase Bank
Credit Unions
- 1. Navy Federal Credit Union
- 2. America First Credit Union
- 3. Mountain America Credit Union
- 4. BECU
- 5. VyStar Credit Union
Commercial Banking
- 1. Bank of America
- 2. Capital One
- 3. American Express National Bank
- 4. Citibank
- 5. Wells Fargo Bank
Investment Banking
- 1. Bank of America
- 2. Wells Fargo Bank
- 3. Citigroup
- 4. Goldman Sachs
- 5. Morgan Stanley