Data You Can Use

30% of financial institutions whose top 2021 priority is developing better financial planning tools
Data

FIs deepen trust by prioritizing financial wellness for consumers

The Story: As consumers’ post-Covid interest in achieving financial wellness rises, more banks and credit unions are prioritizing that need …

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How are people planning for their financial future?
Research

How are people planning for their financial future?

A post-COVID financial wellness across all generations is driving industry change.

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1 in 10 U.S. consumers considering switching primary financial institutions in 2021
Data

Consumers are re-evaluating their financial relationships

The Story: COVID’s impacts have spurred a significant shift in consumers’ priorities, amplifying the role of purpose and trust, driving …

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Research

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

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

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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, …

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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.

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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 …

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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 …

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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 …

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