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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Composing the Future: Digital Banking Trends 2025
Adapting to change: the banking industry’s strategic roadmap for 2025 and next steps for delivering phygital banking.
Why Insurance Should Be a Centerpiece of Your Financial Wellness Strategy
This report from Franklin Madison covers how insurance crosses generations to play an important role in financial health for all consumers.
Transforming Customer Transactions into Engagement
Learn how banks can elevate financial well-being and drive growth with financial education in this report from EVERFI.
Relationship Marketing Trends: Financial Services Brand Rankings
Bank brands have a distinct opportunity to differentiate themselves through relationship marketing. The data speaks for itself.
Winning Market Share in an Era of Consumer-Curated Financial Services
Financial services are redefined as banks and credit unions look to what’s next. But banks need to do more than react to current trends.
eBook: Top Digital Trends Impacting Financial Services C-Suite
Consumers now explore seven to thirteen different channels when shopping for mortgage rates, loans, and offers before deciding on a bank.
Challenger Brand Marketing® – The Financial Brand Edition
Credit unions and community banks must take on the Challenger Brand mentality and focus their limited resources to articulate who they are.
The Personal Bank: Delivering Personalized Experiences Across Generations
Growing cross-generational consumer relationships starts with understanding them. But where are marketers supposed to start?
Digital Dynamics: Corporate Banking 2025
Businesses are looking for support with their finances, creating a chance for agile banks to deliver holistic financial services.