Data You Can Use

The Story: Data from Bank of America finds that Gen Z is focused on the future, planning now for how they’ll achieve their long-term financial goals. They report obstacles to...

The Story: Across all age demographics and geographic locations, people still value the branch and want them in their neighborhoods, so that they feel connected and protected. Though digital channels...

New research shows that customers value these top drivers for establishing a financial relationship. Source: EY, “Next Wave of Consumer Financial Services,” July, 2023

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The Story: In our challenging economy, consumers understandably expect a lot from their primary banking relationship. They want fast transactions at the point of need and expert advice for moments...

As customer banking transactions continue to become more digitized, consumers still want access to the branch and virtual consultations for financial advice. Source: Worldwide Business Research, “Banking Anywhere: Consumer Perspectives...

The Story: While customers want to be able to reach companies on any channel they choose, new research on consumer preference shows a strong desire to connect with a real...

The Story: Data tracking financial institution priorities throughout 2023 finds that nearly two out of ten banking leaders rank acquisition as one of their top-3 priorities for the year. In...

55% of all consumers learn about brands and companies through social media, an increasing trend among younger generations. Source: Sprout Social, “State of Social Media Report,” June, 2021

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People’s perceptions of the branch are shifting from a place to conduct transactions to a place to receive expert financial advice. Source: EPAM Continuum, “Consumer Banking Report,” October, 2021

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