Financial Services:

An Industry Snapshot

Learn more about current consumer trends in the financial services industry including personal finance apps and digital wallets. 

How we spend, save, and invest reflects our personal goals and values. Beyond each individual’s financial priorities, technological advancements and larger cultural changes influence saving and spending tendencies. While consumers aim for financial stability, the way they pursue this objective continues to evolve.

Here, we provide a data-driven snapshot into the world of financial services to help brands and companies prepare for future consumer expectations. We measure consumer sentiment towards key trends including the rise in personal finance apps and digital wallets.

 2023/12/fs-cover.jpg

Download the 2023 report.

Fill in this form to read the full report and better understand trends in the financial services industry.

Revisit the 2022 Report

Acquiring wealth and protecting personal financial security drive consumer decisions. While these goals remain constant across generations, how consumers pursue this end, and who they trust with their money, constantly evolves. As economic trends change, consumer beliefs and actions also adjust.

Here, we provide a data-driven snapshot into the financial services world to help brands and companies prepare for future consumer expectations. We measure consumer sentiment towards key trends including digital-only banks, credit card perks, and peer-to-peer (P2P) payment systems.

financial services cover

Download the 2022 report.

Fill in this form to read the full report and better understand trends in the financial services industry.

Financial Services Insights

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

Brief 2 min Read

Here's What You Need To Know From This Election

In The News

Millennials 'scarred from the Great Recession and COVID' are financially outperforming Gen Xers and boomers at the same age

In The News

Inside the Harris Poll's Inaugural Canadian Survey

In The News

How debt influences Gen Z and millennial career choices

In The News

Gen Z is breaking into the trade sector as college disillusionment rises

In The News

Kamala Harris's economic policy slate more popular than Trump's - poll

In The News

Will Johnson: Most Chicagoans reject higher city taxes, no matter the purpose. That's bad news for the mayor.

Brief 3 min Read

Chicagoans wary of more taxation

Brief 2 min Read

Unlocking the Power of Personalized Banking: Consumer Research Insights

Keep your finger on the pulse.

Subscribe to our newsletter for the latest trends in business, culture, and more.