Data You Can Use

Research

What’s most important to consumers seeking a primary financial relationship today?

Post pandemic, people value great experiences from brands they can trust.

Read
66% of consumers who expect their financial institution to understand their unique needs
Data

U.S. consumers seek personalized experiences from financial institutions

The Story: Among the many changes spurred by COVID, U.S. consumers are increasingly expecting better experiences from brands. As a result, …

Read
How is consumer financial behavior changing in 2021?
Research

How is consumer financial behavior changing in 2021?

As we emerge from COVID, consumer optimism in the US is grounded by a newfound focus on financial wellness.

Read
49% of U.S. consumers whose primary goal in 2021 is achieving financial wellness
Data

Financial wellness ranks a top priority for U.S. consumers

The Story: As we emerge from the whiplash of 2020 and the economy recovers, people are taking the long view of …

Read
61% of dealmakers who expect M&A activity to exceed pre-pandemic levels within 12 months
Data

Merger & Acquisition activity expected to exceed pre-pandemic levels within 12 months

The Story: As Deloitte notes in its recent Deal Trends in M&A report, the COVID-related pause in merger and acquisition …

Read
Research

How are financial institutions transforming in 2021 to meet post-COVID demands?

The majority of financial institutions are investing in their digital experience and mobile banking, with more than half of banks …

Read
70% of mid-sized businesses planning to expand in 2021
Data

Mid-sized businesses are planning to expand in 2021

The Story: A recent national Business Resilience survey from Umpqua Bank tracked confidence in 1,200 small and mid-size businesses across …

Read
Research

How has COVID shifted consumers’ digital readiness?

Despite an uptick in digital channel use for everyday transactions, branches are still critical for nearly all consumers

Read
50% of account openings expected to be driven by marketing and brand in 2024
Data

Marketing investments increasingly critical in post-pandemic future

The Story: As many transactions migrate to digital channels and the role of the branch evolves, brand and marketing will …

Read