Data

Financial account consolidation on the rise post-pandemic

The Story: As post-pandemic switching activity is on the rise, people are looking to simplify their financial lives by pulling all …

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How has COVID changed the way people use self-service technology for banking?
Research

How has COVID changed the way people use self-service technology for banking?

ITMs provide consumers a strong alternative to in-branch visits.

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A Barnes and Noble store across the street from Union Square Park. People can be seen.
Insights

What can banking learn from book retailers?

Barnes & Noble’s new approach to store formats and localization reinvigorates the retailer As we emerge slowly but surely into …

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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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Insights

How Banking Can Help Consumers Build Rewarding Relationships with Money

As post-pandemic consumer focus shifts to achieving financial wellness, and as financial institutions look at ways to meaningfully infuse purpose …

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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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