Financial Services Forecast: Consumer Trends Index 2023

It has never been more important for marketers in financial services to be one step ahead of consumer trends. As we finally bid farewell to the pandemic, a potential recession hangs over the globe threatening to bring more worry and monetary pressures to consumers.

That is why we surveyed over 6,000 global consumers — to learn what they expect from the financial services institutions they do business with. The breadth of data, combined with advice and supporting content will empower financial services marketers to deliver relationship marketing strategies that foster long-lasting connections with its customers.

In these protracted times of uncertainty, consumers will lean on their trusted financial services providers more than ever — this report is a must for any forward-thinking financial services marketer.

Here’s what you will learn:

  • Email is not only the highest performing channel, with over half of consumers (52%) converting directly from an email in the last year, but as brands own their database, it delivers the best ROI too. Learn how to deliver highly personalized emails that convert
  • Consumers want to receive truly personalized and consistent experiences across touchpoints and channels when buying and managing financial products. 86% love a consistent UX and 82% love to be treated like an individual. Determine how to collect the behavioral and psychographic customer data to realize this.
  • Consumers are incredibly concerned about current global economic uncertainty, with 60% very pessimistic about both the rising cost of living and economic outlook. Master how consumers plan to weather this storm and how financial services institutions can assist.