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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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.
From First Account to Lasting Loyalty
Every abandoned application represents more than a lost sale — it’s a customer who chose frustration over your institution.
Building Intelligence In, Not Bolting It On
Financial institutions face a critical choice: continue patching together disconnected systems or embrace the unified digital origination platforms that are redefining competitive advantage in banking.
From Primacy to Profitability: Offers That Build Lasting Relationships
Banks alike must bridge the critical gap between data-driven insights and market execution through unified offer management systems.
Fraud Resolution Reimagined: A Blueprint for Trust in Banking
Financial institutions must evolve beyond reactive fraud management to proactive, AI-enhanced dispute resolution systems.
A Community Institution’s Guide to Thriving in any Market Condition
Community financial institutions should move away from CD-heavy funding strategies toward relationship-based checking and savings accounts.
The Growth Unlock: A Flawless Digital Experience
Learn how community banks and credit unions can compete effectively against fintech disruptors and retain customer primacy in today’s digital-first banking landscape.
2025 Direct Mail Guide: Financial & Insurance Marketers Edition
Explore how financial institutions can unlock performance, personalization, and profitability in a digital-first era.
