Top 5 features people want when they consolidate financial products:
– set and track budgets
– get FICO score updates
– receive proactive advice and tips
– pay family and friends
– receive other financial lesson plans

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

of people agree that personalized help is a key motivator in consolidating their financial products and relationships.