Humanizing
Brand Experience:
Financial Services edition

Overview

Now in its 4th year, our Humanizing Brand Experience: Financial Services edition, Vol 4 report, in partnership with American Banker, aims to equip financial institutions with strategies to lead, thrive, and win in today’s dynamic times.

The report leverages a model proven to drive consumer choice and advocacy, exploring what drives the best experiences across four key dimensions, while offering tangible steps for financial institutions to adapt and meet consumers’ changing needs.

Methodology and impact

  • Informed by
    5,500+
    U.S. financial services consumers
  • Research covers
    60+
    drivers across four key dimensions

“This report underscores the pivotal era we are in for financial brands. As we navigate the AI revolution, banks need a cultural transformation to match the moment and keep pace with the velocity of change for both customers and colleagues.

Further, the undeniable connection between health, wealth and well-being demands deeper investment in communities and partnerships as it represents fertile territory for financial institutions to create new pathways for customer acquisition and ultimately positive impact. While there is a lot to consider, this could not be a more exciting time for financial brands to shape the future.”

– Brian Elkins, Executive Director of Strategy for Financial Services, Monigle

Report archive

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