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

Banker

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

Bank of America

Credit Card

1st - Discover
2nd - American Express
3rd - Citi/Wells Fargo (tie)

Discover

Insurance

1st - Progressive
2nd - GEICO
3rd - Liberty Mutual

Progressive

Mobile Banker

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

Wells Fargo

Mobile Insurance Q3 2017

1st - GEICO
2nd - Allstate (tie)
2nd - Progressive (tie)

GEICO

Mortgage 2017

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

Wells Fargo

Small Business Banker 2017

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

Wells Fargo



View historical results

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

Contact us