Optimove：2023年金融服务提供商调查报告（英文版）

This report explores client perceptions of the financial services industry through two sections: “Trust” and “Awareness.” Cultivating trust through exceptional client service and proactive engagement positively influences client awareness and their openness to diverse financial services. With this in mind, the 'Trust' section delves into client trust levels in financial institutions and advisors, emphasizing its role in enhancing satisfaction and loyalty. The 'Awareness'