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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

Related Data

There has been 6X as much search interest for “bank” as for “doctor” in the last year.

Mobile searches related to financial planning and management have grown 70% over the last two years.

Searches for “saving advice” are up 15% in the past year.


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.