1、/23Financial Services Consumer Trends ReportHow Retail Banks,Credit Unions,&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 Consumer Trends Report Different?

2、PG#05A Closer Look at Our DataPG#08An Overview of the Financial Services Consumer Trends You Need to KnowPG#11Trend#1:Consumers Want More Than Basic Digital ExperiencesPG#15Trend#2:Consumers Expect You to Support Their Financial FreedomPG#20Trend#3:Yesterdays Experience Assumptions Wont Drive Succes

3、sPG#29How You 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

4、than any report ever has.INTRO2023/PAGE|2SECTION 1What Makes This FinServ Consumer Trends Report Different?2023/PAGE|3The 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 fra

5、ction of your consumer voice can be heard via surveys.And because finance is such a personal subject,banks,credit unions,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

6、business strategy are on review sites,social media,from your employees,and beyond.Thats why this Financial Services Consumer Trends Report is derived from all available consumer data across multiple channels.To be more specific,we leveraged over 80,000 financial services consumer data points in Nort