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1、/23APACAPAC Financial Services Experience Trends ReportHow Retail Banks&Other Institutions Can Revive Customer Loyalty&Expand Market Share This Year2023/INMOMENT TRENDS REPORTCOPYRIGHT 2023 INMOMENT,INC.ALL RIGHTS RESERVED.PG#03What Makes This Financial Services Experience Trends Report Different?PG
2、#05A Closer Look at Our DataPG#08An Overview of the Financial Services Trends You Need to KnowPG#11Trend#1:Customers Want More Than Basic Digital ExperiencesPG#15Trend#2:Customers Expect You to Support Their Financial FreedomPG#20Trend#3:Yesterdays Experience Assumptions Wont Drive SuccessPG#29How Y
3、ou Can Take ActionAt the beginning of each new year,its a given that you will have multiple consumer trends reports in your feed,inbox,and ads.But we can promise you,this report is unlike any youve seen beforeit was designed to inform your customer loyalty and acquisition strategies more than any re
4、port ever has.INTRO2023/PAGE|2SECTION 1What Makes This FinServ Experience Trends Report Different?2023/PAGE|3At the beginning of each new year,its a given that you will have multiple consumer trends reports in your feed,inbox,and ads.But we can promise you,this report is unlike any youve seen before
5、it was designed to inform your customer loyalty and acquisition strategies more than any report ever has.The unspoken truth is that most consumer trend reports arent keeping up with your customers and members.Why?Because they are largely based on survey findings alone.However,only a fraction of your
6、 consumer voice can be heard via surveys.And because finance is such a personal subject,banks and wealth advisors know that they cant afford not to have a 360-degree view of the customer experience.And today,the vast majority of the insights you need to shape your overall business strategy are on re