Research Reports

A collection of exclusive studies, white papers, eBooks and research reports produced in collaboration with The Financial Brand’s partners.

Want help publishing a research report? Click here.

2021 State of the Financial Marketer

2021 State of the Financial MarketerWhich financial institutions will win and thrive in 2021? Find out in this report from Total Expert, examining how evaluating financial institutions’ overall readiness to deliver on point customer experience.

What You’ll Learn:

  • How banks and credit unions market to consumers
  • How they leverage data throughout marketing and the customer experience
  • The three challenges that most financial institutions are facing
  • Four steps banks and credit unions can use to overcome the key obstacles

Download Now

2021 Digital Lending Trends & Priorities

With new technologies advancing at a breakneck pace, how can traditional lenders keep up? Compounding the problem, financial institutions face mounting pressure from big techs, online challenger banks and digital lendtech competitors encroaching ever deeper into the auto, home and consumer lending marketplace. Download this report from CUNA Mutual Group examining the critical issues facing digital lenders in the year ahead.

What You’ll Learn:

  • Where banking providers are placing their biggest digital bets to win big with borrowers
  • The biggest digital lending challenges and headwinds traditional institutions must overcome
  • Trends and priorities for transforming the digital lending experience

Download Now

The Rise of Intelligent CRM in Banking

The Rise of Intelligent CRM in Banking Report CoverDownload In the post-pandemic world, there will be fewer handshakes in branches. To build digital relationships, financial marketers will have to leverage data with new tools and smart technologies. This executive-level study examines the critical role of intelligent CRM tools and the data management solutions do you need to make the shift.

What You’ll Learn:

  • What you need to do to improve CX and drive growth
  • The challenges of sharing data and obtaining a full view of customers
  • The looming ‘engagement gap’ facing smaller banks and credit unions
  • Applying personalization at scale

Download Now

Digital Approaches to Financial Education in the COVID-19 Era

How has the pandemic impacted bank and credit union marketing strategies? Find out how the COVID-19 pandemic and other megatrends have impacted bank marketing strategies — from the importance of digital engagement to the impact of financial education.

What You’ll Learn:

  • The impact of COVID-19 on marketing strategies in the banking space
  • How marketing investments are shifting and where budgets are being reallocated
  • Why digital financial education tools are skyrocketing
  • Insights from a survey of 200 financial institution marketing executives

Download Now

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

Download Now

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

Download Now

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

Download Now

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

Download Now