Skip to Content

People who were asked what types of companies know them best said their bank was No. 1.

Related Data

84%

of people consolidate their financial products and relationships to manage everything in one place or use a single login.

81%

of financial consumers want additional digital features and would find them useful.

Next to “convenience” factors, trust is the most frequently cited reason for deepening a financial relationship.

Top 3 areas where consumers are more financially confident:
– managing checking and savings
– paying bills online or in app
– understanding their credit score

Top 3 areas where consumers are least financially confident:
– planning for retirement
– managing personal investments
– research new financial products