Tag: Relationship Banking

The Story: Across all age demographics and geographic locations, people still value the branch and want them in their neighborhoods, so that they feel connected and protected. Though digital channels...

New research shows that customers value these top drivers for establishing a financial relationship. Source: EY, “Next Wave of Consumer Financial Services,” July, 2023

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The Story: In our challenging economy, consumers understandably expect a lot from their primary banking relationship. They want fast transactions at the point of need and expert advice for moments...

The Story: Many organizations are concentrating their efforts on creating customer experiences that are seamless and accessible. But data from the Harvard Business Review shows that engagement is the glue...

The Story: New data from CGI’s Financial Consumer Report outlines the key reasons consumers report they switch banking providers. Looking for financial guidance and support for saving and spending rank...

New reputation rankings and data on customer acquisition show the essential role of financial expertise and trusted counsel in building banking relationships Thanks to the debt ceiling deal and a...

Data from the National Federation of Independent Business finds small business owners more likely to look local when choosing a banking partner to support their growth The turbulence in regional...

Consumer faith in the financial services sector buoyed by their primary institution’s stability and recent deals strengthening the country’s banking system The British maxim to “Keep Calm and Carry On”...

In this special episode, Sean and Gina return to conversations about the fundamentals for financial institutions acting with trust and transparency that they’ve explored on the Believe in Banking podcast....