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Key insights from consumer study on cross-generational banking preferences
With consumer expectations rising and significant progress in AI and marketing technologies, financial services brands have a distinct opportunity to differentiate themselves through relationship marketing.
The data speaks for itself. Consumers want personalization. They expect to be treated as individuals, not just account numbers. They’re discouraged by generic marketing and are ready to reward brands that deliver tailored experiences with their business.
However, loyalty remains a core challenge. Finserv brands often struggle to foster genuine connections, with loyalty scores lagging behind other metrics.
The top-ranking brands in our study recognize these challenges. They’re not just following trends; they’re setting them. They’re cultivating trust, enhancing client experiences, and delivering on the consumer demand for personalization.
Whether your company is featured in this research or not, you’ll find valuable insights, from eye-opening consumer statistics to strategies leading brands are using to differentiate themselves.
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