Data in Action
Your hub for news and insights on leveraging data to drive growth, increase deposits, improve customer engagement, deliver better financial experiences, and ultimately, empower the world to be financially strong.
Featured Articles
5 Emerging Trends in Personalization and CX for 2025
The challenge will be scaling personalization efforts to meet customer expectations without compromising privacy and trust.
Why Banks and Credit Unions Should Embrace First-Party Data Now
When banks make better use of their first-party data, marketing outcomes improve, including higher click-through and conversion rates.
Data Blind Spots and Data Opportunities: What Banks and Credit Unions May Be Missing
Community banks face data blind spots in a dynamic market. Discover five critical areas where better data use can drive growth and mitigate risks.
Consumers Want More and More from Mobile Banking. If You Don’t Keep Up, They Could Walk
The more features banks offer in mobile banking, the more dependent consumers become. The more dependent they grow, the more features they want.
Digital is Draining Banks’ Emotional Connections with Customers. GenAI May Make Things Worse
CX has suffered in recent years as it gets harder for customers to bank with people. Forrester’s Alyson Clarke has solutions — and a warning.
Move Over CMOs, Data-Driven Growth Marketers Are Taking Over
The evolution of the chief marketer from overseeing ads placements to product innovation is a sign of a new era in executive thinking that’s blending sales, product and finance.
Additional Resources
Why Connectivity is Critical
A disjointed money experience leaves consumers — and the financial providers who serve them — with only part of the picture. Connecting the dots is critical.
Achieving 1033 Compliance and Gaining a Competitive Advantage
Financial data providers shouldn’t wait to move forward on their open finance strategy and get ready for 1033.
How to Drive Engagement When Consumers Refuse to Change
Survey of 1,000+ U.S. consumers shows old habits are hard to break in how consumers manage their finances.
From Value Extraction to Value Creation: The Future of the Financial Data Economy
The biggest regulatory changes for digital financial data are here. Banks will need to adapt — or face the risk of becoming irrelevant.
1033 is Here: Where Do We Go Next?
The final CFPB Section 1033 has arrived and now is the time to unpack what’s next for financial institutions, third parties, and intermediaries.
The Missing Link: Where Banks May Be Failing Consumers
Mobile banking can make or break a consumer’s experience. Research shows majority would stop using a financial provider’s app if the mobile experience changes for the worse.
