Post
The window is open. The consumer data is on your side. The institutions that act on these priorities in 2026 will be the ones telling success stories in 2027.
Post
When Millennials enter the research phase for a financial product, 31% look at fees and requirements first — the highest of any generation.
Post
Forty-nine percent of consumers in our study use Google Search to research specific financial products.
Post
Financial institutions spend a lot of money on channels their best prospects don’t use, and almost nothing on channels where those prospects spend hours every day.
Post
They have jobs, they have debit cards, they have growing credit needs, and they are very much in the market for financial relationships. They are also, according to our research, largely up for grabs.
Post
If you asked your last 50 new account holders how they first heard about your institution, what would they say?
Post
If you asked your last 50 new account holders how they first heard about your institution, what would they say?
Post
If you asked your last 50 new account holders how they first heard about your institution, what would they say?
Other Insights
One connected marketing System.
Research and practical perspectives for financial marketing leaders.
Nothing Found
Nothing Found
PRACTICAL INSIGHT. NO OBLIGATION.
Let’s explore your next move
Schedule a marketing discovery with our experts. Start with your growth priorities, market realities and customer targets. We’ll deliver:
01
Marketing and competitive context
02
Audience and journey priorities
03
A path from visibility to action
