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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One Message, Every Channel
Banks have invested millions in personalization tech — yet 80% of customers still cite “disjointed experiences” when moving between channels.
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.
