Financial Services
Consumer Financial Monitor
A Global View of Consumer Sentiment and Engagement in Financial Services. Use our quarterly findings to better understand your market:
- Uncover segment and regional trends
- Establish global benchmarks across key consumer indicators
- Discover the major drivers of product demand
From Our Blogs
New Data, Insights, and Tools
Business Banking
80% of customers do not seek advice from their RMs.
The best banks have addressed this insight by investing heavily in credit management fluency and internal operational excellence as a growth strategy.
Consumer Banking
Only 41% of customer experience investments grow share of wallet.
The best consumer banking teams have focused on measuring investments in customer experience by targeting the right customers, setting clear objectives, and communicating goals to the market.
Operations
90% of customers don’t complain when they are dissatisfied.
Progressive institutions have aimed to decrease their attrition risk by making it easier for customers to complain.
Wealth Management
Improving the client experience drives a 30-time greater increase in AUM growth compared to boosting satisfaction.
Leading wealth management firms improve client experience by investing in competencies, tools, and processes.
Is your organization ready to start challenging customers?
Read the new e-magazine.