Build Winning Strategies with Bank and Credit Union Market Insights

In today’s ever-evolving economic climate, keeping a pulse on consumers’ banking and payment needs is more important than ever. From knowing how to attract and retain younger customers, to creating personalized content that drives engagement, financial institutions need timely insights to thrive in 2023.

Momentive (maker of SurveyMonkey) helps the world’s leading financial institutions get on-demand market and customer feedback at immense speed and scale. In this session, you’ll learn about key trends across banks, credit unions, and payments from our research with over 4,000 U.S. respondents. You’ll also hear practical ways to use market and consumer insights when introducing new products, crafting customer messaging, and more.

What You’ll Learn:

• Key takeaways on what younger customers want from financial institutions
• Insights from our research on where credit unions win
• Tools to design financial products with an optimal mix of features
• Best practices for using customer insights to build successful go-to-market strategies
• Market research tips to ensure your messaging will resonate with your target customers