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The Story: As we emerge from the whiplash of 2020 and the economy recovers, people are taking the long view of their finances, looking to build resilience, increase their financial literacy...
The Story: As Deloitte notes in its recent Deal Trends in M&A report, the COVID-related pause in merger and acquisition activity during 2020 was just that – a pause. Across...
The majority of financial institutions are investing in their digital experience and mobile banking, with more than half of banks focused on improving customer experience.
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The Story: A recent national Business Resilience survey from Umpqua Bank tracked confidence in 1,200 small and mid-size businesses across the United States. Their research revealed a cautious but pervasive...
Despite an uptick in digital channel use for everyday transactions, branches are still critical for nearly all consumers
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The Story: As many transactions migrate to digital channels and the role of the branch evolves, brand and marketing will become the primary driver of both new customer relationships and...
The Story: As COVID generates more switching activity among both consumers and businesses, new customer acquisition is even more crucial to growth. The Takeaway: Knowing who your potential customers are,...
Trust leads more than ever, with people seeking out brands with strong values
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The Story: As COVID’s initial lockdowns have transformed into a socially-distanced new normal, people’s brand loyalties and behaviors have shifted decisively toward supporting local businesses that have deep community roots....