Research Reports

Here is a list of research reports available from The Financial Brand’s partners. If your company is interested in sponsoring a report, please click here.

The Ultimate Guide to Data, AI, + Personalized Financial Automation

When it comes to data and AI, are you ahead of the curve or behind the times? What can you do to take the lead? This 20-page guide is full of original survey data from banks and credit unions.

What You’ll Learn:

  • How the industry is currently using data
  • What percentage haven’t even started discussions about AI
  • Why companies feel they’re blocked when it comes to data initiatives
  • How you can evolve from being a financial intermediary to being a true financial advocate

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Benchmark Report: A New Path Forward

Benchmark yourself against 195 U.S. banks and credit unions in this report from Temenos. Before you can move ahead in the post-COVID world, you need to understand where you are today.

In This Report:

  • Coronavirus financial health pulse survey
  • Understanding the four stages of growth in banking
  • Critical investments and growth priorities for 2020

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State of the Financial Marketers Report

What are the challenges facing bank and credit union marketers in the digital age? Find out in this 24-page report from TotalExpert.

What You’ll Learn:

  • How financial marketers are pursuing personalization strategies
  • The struggles financial marketers face with data collection and analytics
  • How financial marketers are trying to humanize their CX

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The World Branch Report

What’s the future of brick-and-mortar branches? Are they still relevant? Find out in this 60-page report examining the role of branches in the digital-first era.

What You’ll Learn:

  • Current trends impacting branch networks, design and retail strategies in banking
  • Why many banks and credit unions continue to invest in more branches
  • The new tools and emerging concepts financial institutions are rolling out
  • How branches are increasingly transitioning from transactions to interactions

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