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.

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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

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The nature of retirement is evolving

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