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White Paper

Banking Personas Data Report

Leaders at financial institutions are often bombarded by noise instead of hard data. This report cuts through the noise to provide data-driven insights, highlight today’s banking personas, explore generational differences, and share consumer sentiment around the future of banking.

A robust survey of 750 respondents uncovered who feels “comfortable” with their financial situation, who is “struggling,” and offers a deep-dive into the behaviors of banking personas identified through our data analysis – the hopefuls, fad investors, the independents, the 1% and more.

In this report, you’ll discover:

– Who are financial services customers, really?

– What are their hopes and dreams, and how does that translate into what they want from their banks?

– As digital natives and millennials age into maturity, what are their plans and expectations for the future?

Get the insights