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

Brief 2 min Read

Americans’ trust in bitcoin grows after the SEC approves spot bitcoin ETFs

In The News

When should I retire? It may be much later in life than you think.

Brief 2 min Read

The nature of retirement is evolving

In The News

40-year-old homeowner says economy doesn't add up: "I'm making the most money I've ever made, and I'm still living paycheck to paycheck

In The News

Americans are spending more on streaming each month than they are on gas

In The News

American dream of owning a home is dead, majority of renters say

In The News

Meet Zillow rooms for rent: A Craigslist killer for the millennial and Gen Z set - and a symbol of the housing affordability crisis

Brief 3 min Read

Could AI be the Future of Tax Filing?

In The News

Mapped: America's new business hotspots

In The News

Americans are actually pretty happy with their finances

In The News

Election-year messaging to drive consumer shifts

In The News

How America's boom states could shape the '24 campaign

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