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Regional Banks and Wells Fargo Deliver Winning Customer Experiences

Posted by Commercial & Investment Banking, Picture Gallery Tuesday, September 17th, 2013

NEW YORK, NY — (Marketwired) — 09/17/13 — The Luxury Institute-s new survey asked wealthy U.S. clients with a minimum household income of $250,000 to rate multiple aspects of their primary bank from a list of national and regional banks.Evaluations of convenience, staff, company principles, and products and services yield a composite Banking Customer Experience Index of 1-10. Wells Fargo stands out with the highest composite score and also leads in each of the four sub-indices.Smaller banks

Pentamillionaire Investors Reveal Whether 34 Top Firms Are Worth What They-re Paid to Watch Their Portfolios

Posted by Personal Finance, Picture Gallery Thursday, May 2nd, 2013

NEW YORK, NY — (Marketwired) — 05/02/13 — Affluent U.S. investors with at least $5 million in assets and $200,000 minimum annual income rate 34 national financial services firms in the Luxury Institute-s 2013 wealth management survey. Wealthy individuals share opinions on each firm-s quality, exclusivity, social status and overall client experience.Only 30% of firms achieved an overall LBSI score of 5.0 out of a possible 10.0, suggesting significant dissatisfaction from high-net worth inves

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