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

Related Data


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


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