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

Published annually

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:

Winners by category Privacy and Quality Overall Scores

Current Overall Winners of 2017

Banker

  1. Bank of America
  2. Wells Fargo
  3. Citibank

Bank of America

Credit Card

  1. Discover
  2. American Express
  3. Citi/Wells Fargo (tie)

Discover

Insurance

  1. Progressive
  2. GEICO
  3. Liberty Mutual

Progressive

Mobile Banker

  1. Wells Fargo
  2. Bank of America
  3. BB&T

Wells Fargo

Mobile Insurance

  1. GEICO
  2. Progressive
  3. Allstate

GEICO

View historical results

Have questions? Contact us and we’ll answer them.

Contact us