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The Story: As we emerge from the whiplash of 2020 and the economy recovers, people are taking the long view of their finances, looking to build resilience, increase their financial literacy...
The Story: As Deloitte notes in its recent Deal Trends in M&A report, the COVID-related pause in merger and acquisition activity during 2020 was just that – a pause. Across...
The Story: A recent national Business Resilience survey from Umpqua Bank tracked confidence in 1,200 small and mid-size businesses across the United States. Their research revealed a cautious but pervasive...
The Story: As many transactions migrate to digital channels and the role of the branch evolves, brand and marketing will become the primary driver of both new customer relationships and...
The Story: As COVID generates more switching activity among both consumers and businesses, new customer acquisition is even more crucial to growth. The Takeaway: Knowing who your potential customers are,...
The Story: As COVID’s initial lockdowns have transformed into a socially-distanced new normal, people’s brand loyalties and behaviors have shifted decisively toward supporting local businesses that have deep community roots....
The Story: As Novantas reports, the vast majority of people still want a banking relationship that offers convenient access to a physical branch, regardless of how branch-dependent they are in...
The Story: The National Federation of Independent Businesses recently released its September Optimism Index which climbed 3.8 points to reach a historic high of 104 points. In fact, nine of...
The Story: Each year, companies change their financial services providers at a typical rate of around 10%. After a crisis, however, that rate historically rises to around 25% – and...