Banking Reports & White Papers
A collection of exclusive studies, white papers, eBooks and research reports produced in collaboration with The Financial Brand’s partners.
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Banking Reports

The Retention Edge Report
Learn why leading financial institutions are turning to supplemental insurance to compete in the fintech age in this report.
The Experience Gap in Commercial Banking
This report shows how platform fragmentation is costing commercial banks clients, revenue, and relevance – and what leaders are doing differently.

The Customer Call Trust Gap: A Voice Channel Benchmark for CX Leaders
Your Customers Don’t Trust the Call. Should They?

The True Cost of Cutting Costs: What Low-Priced Digital Banking Really Costs Community FIs
The cheapest digital banking platform is often the most expensive decision a community FI can make. Contract price is the smallest number on the page, the real costs show up over the next five years.

Before You Deploy AI, Ask This: Is Your Data’s Bank Foundation Ready?
As banks race to deploy AI, they are failing to realize that the data foundation most are building on won’t support it.

When Personalization Becomes Noise
Banks are drowning customers in messages, and losing their attention in the process. Learn how trust-centered personalization fixes that.

Fraud Resolution Done Right: A Smarter Approach to Fraud Disputes
Fraud disputes are a daily reality in banking — and how institutions handle them matters more than most realize.

Own the Build
Around 70% of banks have nothing to show for AI investments. Three proven tech strategies are helping smaller institutions close the gap—fast.

Why Winning Deposits Means Nothing Without Engagement
Banks win deposits but lose customers. New research reveals why 67% abandon apps with poor CX and what drives lasting engagement instead.