Scorecards for Financial Services

Dynatrace Scorecards for Financial Services comprehensively measure and comparatively rank the customer-facing digital capabilities and best practices of leading financial services providers.

Overview


Dynatrace Scorecards are fact-based, comparative peer benchmarks and reports of customer-facing digital delivery through desktop and mobile devices.

The annual and semi-annual Scorecards are designed to help financial services companies identify strengths and opportunities to digitally acquire and provide service for customers, roadmap development initiatives, and track how their digital offerings rank alongside industry peers.

Dynatrace Scorecards

Scorecard Types


The Scorecards capture detailed functionality and related customer experience capabilities in primary sectors of the financial services industry.

Published twice per year

  • Banker
  • Credit Card
  • Insurance
  • Mobile Banking
  • Mobile Insurance

Published annually

  • Small Business Banking
  • Mortgage

Custom Scorecards

Dynatrace will work with you to design a Custom Scorecard or study based on digital best practices in your financial services industry or to add a custom component to an existing Scorecard. The Custom Scorecard assesses the capabilities of your digital properties and compares them to your competitors' digital functionality. Through this detailed analysis, you’ll identify essential improvements and strategies to build effective use of your digital channels by customers and prospects.

Criteria and Methodology


Dynatrace Scorecards use a comprehensive slate of approximately 200 to 400 objective criteria that reflect proven digital best practices developed with industry collaboration and expert research. Dynatrace measures how well peer providers facilitate the completion of key user tasks in four categories of digital delivery:

  • Functionality
  • Ease of Use
  • Privacy & Security
  • Quality & Availability
Winners by category
Privacy and Quality
Overall Scores

Current Overall Winners

as of October 3, 2018


Banker

Q2 2018

1st - Bank of America
2nd - Wells Fargo
3rd - Chase

Bank of America

Credit Card

Q2 2018

1st - Discover
2nd - Bank of America
3rd - American Express

Discover

Insurance

Q4 2017

1st - Progressive
2nd - GEICO
3rd - Liberty Mutual / Nationwide (tie)

Progressive

Mobile Banker

Q1 2018

1st - Wells Fargo
2nd - Bank of America
3rd - BB&T

Wells Fargo

Mobile Insurance

Q1 2018

1st - GEICO
2nd - Progressive
3nd - Allstate

GEICO

Mortgage

2018

1st - Wells Fargo
2nd - Bank of America
3rd - Chase / Citibank (tie)

Wells Fargo

Small Business Banker

2018

1st - Wells Fargo
2nd - Bank of America
3rd - Chase

Wells Fargo

View historical results

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