When you put clients first, they return the favor
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#1
most trusted1 -
#1
in customer loyalty2 -
#1
in customer service3
Gain a more complete picture of your financial life with our Confident Retirement ® approach
Your advisor will look at all aspects of your financial life and identify doable steps to help you work toward your dreams and goals.
of clients who have had the Confident Retirement conversation feel more confident about retirement.4
of Ameriprise clients who have gone through the Confident Retirement approach feel confident they can cover these costs, making them 4% more likely to feel this way than the U.S. average.5
of Ameriprise clients who have gone through the Confident Retirement approach feel confident they can cover these costs, making them 4% more likely to feel this way than the U.S. average.5
of Ameriprise clients who have gone through the Confident Retirement approach feel confident they can cover these costs, making them 4% more likely to feel this way than the U.S. average.5
Industry-leading insights and resources
David Joy
Colin Moore
Anthony Saglimbene
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1 Ameriprise Financial was rated #1 in the investment industry for trust according to the Temkin Group 2018 Trust Ratings. The Temkin Trust Ratings (TTR) is an openly available loyalty benchmarking metric. When companies have earned trust, their customers are willing to believe their claims and are more inclined to work with the company. The TTR is based on consumer feedback of their recent interactions with companies. Consumers were asked “to what degree do you TRUST that these companies will take care of your needs?” Responses are on a scale from 1= “do not trust at all” to 7= “completely trust.” TTR is calculated by taking the percentage of consumers that gave a rating of 6 or 7 and subtracting the percentage that gave a rating of 1, 2, or 3. See www.temkinratings.com for more.
2 Ameriprise Financial was ranked #1 in the investment industry for customer loyalty according to the 2017 Temkin Group Loyalty Index. The Temkin Group Loyalty Index is an average of five loyalty ratings: repurchasing from the company, recommending the company to others, forgiving the company if it makes a mistake, trusting the company, and trying the company’s new offerings. The survey was fielded in January 2017 to 10,000 U.S. consumers, with quotas for age, income, ethnicity, and region to ensure that the distribution of respondents matched the U.S. Census data for the U.S. population. Consumers were asked to identify companies that they had interreacted with over the previous 90 days and were asked a series of questions about a random sample of those organizations, drawing from a total of 329 companies across 20 industries. For each company, the percentage of customers who considered themselves “very likely” to exhibit each of the five loyalty behaviors is determined. The Temkin Loyalty Index is then calculated by averaging the percentage of those five behaviors. See www.temkingroup.com for more.
3 Ameriprise is rated #1 in the investment firm category for customer service according to the Temkin Group 2017 Customer Service Ratings. The Temkin Customer Service Ratings (TCSR) is an openly available benchmarking metric for a critical customer interaction. The TCSR is based on consumer feedback of their recent interactions with companies. Consumers were asked to rate how satisfied they were with recent customer service experiences. Responses were on a scale from 1= “very dissatisfied” to 7= “very satisfied”. TCSR was calculated by taking the percentage of consumers that gave a rating of 6 or 7 and subtracting the percentage that gave a rating of 1, 2, or 3. See www.temkinratings.com for more.
4 Ameriprise Financial Confident Retirement Client Survey results from May 2012 through May 2018. All results are reflective of top-two box responses (strongly/somewhat agree). The Confident Retirement approach is not a guarantee of future financial results.
5 Based on a sample of 1,170 clients surveyed in January 2017 who have had the Confident Retirement approach conversation with their advisor and 1,000 general population respondents.
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