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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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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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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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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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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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 …

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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 …

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60% of mid-sized FIs whose top priority is increasing new-to-bank account openings
Data

FIs drive needed customer acquisition through data-driven marketing

The Story: As COVID generates more switching activity among both consumers and businesses, new customer acquisition is even more crucial …

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