Financial Services:

An Industry Snapshot

Learn more about current consumer trends in the financial services industry.

How do Americans decide what and how to spend their money? This month, we are using data from a recent Harris Poll survey and QuestBrand data to examine consumers’ investing and spending habits. This report is intended to provide a glimpse into the world of financial trends as of February 2025.

The snapshot looks at Americans’ crypto investing habits and thoughts about cash. We close with an over-index report, listing four financial services brands that over-index with each generation of US adults. This indicates that these brands resonate more with consumers in that age group than the general population.

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Download the 2025 report.

Fill in this form to learn about Americans’ crypto investing habits and thoughts about cash.

Revisit our Past Reports

Take a look back at the state of the financial services industry in years past. In these reports, you’ll see what US adults think about personal finance apps, digital-only banks, credit card perks, mobile wallets, and much more!

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Download the 2023 report.

Fill in this form to better understand how US adults think about personal finance apps and mobile wallets.

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Download the 2022 report.

Fill in this form to read about financial trends involving digital-only banks and credit card perks.

Financial Services Insights

Brief 1 min Read

The Redirection Economy

In The News

Exclusive: 20% of Americans support boycott of firms aligning themselves with Trump agenda

In The News

Americans increasingly worried about tariffs

In The News

Most Americans want to leave the country and live overseas. Many say cost of living is the top reason why

Brief 2 min Read

Cash App looks beyond P2P payments, and strives to become users’ primary bank

In The News

Preemptive Trump approval

In The News

Will Johnson: Many Chicago residents think their rent is too high

In The News

Harris Poll: Chicagoans don't want to pay more taxes or have services cut

In The News

As Gen X Nears Retirement, Many Fear They Can't Afford It - Now or Ever

Brief 3 min Read

Local Chambers of Commerce Redefine Roles to Strengthen Communities

In The News

The Rise Of DINKs: How Dual-Income Couples Are Shaping Spending Habits

In The News

More than 3 in 5 Americans won't tip if they order standing up

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