电通：2023年金融服务与保险消费者洞察报告（英文版）（52页）.pdf

1、SPECIAL INDUSTRY VERTICAL REPORTAugust 2023Dentsu Consumer Navigator:Financial Services&Insurance2023|Navigator|Navigatordentsu Consumer Navigator Financial Services&Insurance 2023About this studyConducted by dentsu,this survey was fielded on July 27thvia online panel,Toluna.It is distributed among

2、a random sample of 800 respondents,18-years-of age or older and residing in the United States.The survey garners an equal number of male and female respondents and controls for nationally representative weighting across race and ethnicity(using the latest publicly available U.S.Census numbers).Conte

3、nts0101Top Consumer InsightsTop Consumer Insights02Financial Education&Trust in Financial Education&Trust in U.S.Financial InstitutionsU.S.Financial Institutions03Mindsets&Drivers Informing Mindsets&Drivers Informing Americans Banking Americans Banking Relationships Relationships 04InIn-person vs.Re

4、mote vs.person vs.Remote vs.Online BankingOnline Banking05How Americans Navigate the How Americans Navigate the Insurance Provider Insurance Provider LandscapeLandscape06Attitudes and Engagement in Attitudes and Engagement in Financial InvestmentsFinancial Investments07Closing ThoughtsClosing Though

5、tsdentsu Consumer Navigator Financial Services&Insurance 20234While Americans consider themselves fairly knowledgeable when it While Americans consider themselves fairly knowledgeable when it comes to financial matters,certain topics pose a challenge and comes to financial matters,certain topics pos

6、e a challenge and certain audiences feel less confident.certain audiences feel less confident.Investing,planning for retirement and optimizing fees are financial topics that consumers feel less confident about.Our survey finds women and Gen Z are less likely to consider themselves knowledgeable,whil