Tag: The Financial Brand

Financial brands seek renewed relevance in peoples’ lives as new generations expect different experiences from their primary bank or credit union. Source: Adrenaline, “Financial Industry Pulse,” January, 2023

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At the start of the new year, two overarching themes are defining the banking environment Throughout the last year, compelling data and detailed analysis showed that branches were on the...

A survey of U.S. and Canadian consumers finds that expanded functionality and the availability of financial expertise increased people’s desire to head to the branch. Source: The Financial Brand, “The...

The Story: Bank branches continue to be the primary driver of new-to-bank sales, representing the dominant revenue channel for institutions and the primary way consumers open new accounts. Though digital...

New research has produced a wish-list from bank and credit union leaders, including growth areas that could help them create more personalized and engaging customer-facing messaging to deepen relationships. Source:...

Reducing friction in banking interactions – digital or in-person – that drives customers to challengers In our modern post-COVID era, accessing money through digital tools is table stakes for all...

Three experts weigh in on CX’s rising influence and critical touchpoints According to a recent article in The Financial Brand, “You can’t take COVID-19 out of the picture as you...