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2026 Future of Branch Banking
March 2026
For more than a decade, the industry has predicted the death of the bank branch. It never happened. What is happening now is far more important. The branch is not disappearing. It is being rewritten, and the institutions that understand this shift are already positioning themselves differently from...[more]
Agentic AI: Powering the Self-Driving Bank
February 2026
Agentic AI is quickly becoming the most consequential shift in banking since the move to digital channels, yet most institutions are still approaching it like every transformation that came before, with enthusiasm at the surface and hesitation beneath it. The result is a growing divide between organizations that...[more]
2026 Retail Banking Trends and Priorities
January 2026
The 2026 Retail Banking Trends and Priorities report again shows that digital transformation remains the top focus. If you've read enough of our trend reports, you know what comes next: bold claims about customer-centricity, data-driven personalization, and AI-powered experiences that ultimately lead to modest real change and disappointing...[more]
Innovation in Retail Banking 2025
December 2025
The future of retail banking won't be about who invests in innovation, but about who can turn innovation into real business results at scale. This 16th edition of the Innovation in Retail Banking report offers one of the most thorough, data-supported assessments of how banks are moving from...[more]
2025 Retail Banking Trends and Priorities
January 2025
Will AI Emerge as a Personalization Differentiator in 2025? The 2025 Retail Banking Trends and Priorities Report, sponsored by Q2, reveals an industry at a critical inflection point. While digital transformation remains a central focus, with 51% of institutions actively implementing such initiatives, the path forward requires more...[more]
2024 State of Digital Lending
August 2024
The digital lending revolution is not a distant possibility – it's happening now. Financial institutions that fail to adapt risk being left behind in an increasingly competitive and digitally-driven market. However, those who embrace this change stand to reap significant rewards: • Improved customer satisfaction and loyalty •...[more]
The Power of Primacy
March 2024
In the face of increasing acquisition challenges and rising attrition rates, retail banks must not only focus on acquiring new customers but also on securing primacy by transforming account openings into engaged, long-lasting relationships. As disruption intensifies competition, institutions that succeed in both customer acquisition and primacy gain...[more]
2024 Retail Banking Trends and Priorities
January 2024
Bridging Today's Capabilities to the Digital Imperative As our survey of financial institutions across the globe confirm, standing still amid accelerating disruption proves perilous. Still, transformations stall when strategies lack proper foundations. The 2024 Retail Banking Trends and Priorities report, sponsored by Q2, guides prioritization across key gaps...[more]
2023 State of Financial Marketing
November 2023
In today's rapidly evolving marketing landscape, financial institutions face constant pressure to adapt strategies and tactics to ever-changing consumer behaviors and preferences. Staying ahead of trends and innovations is now a prerequisite for success. That's why we are excited to present our 2023 State of Financial Marketing report,...[more]
The Power of Customer Permissioned Data
October 2023
Permissioned data refers to customer information that is shared under explicit consent for specific uses. This contrasts with practices that infer data or acquire it from third parties. With permissioned data, customers opt-in on their terms. For consumers, permissioned data enables transparency, control, and personalization. Customers can customize...[more]
Retail Banking Trends and Priorities 2023
January 2023
Economic uncertainty has put an increasingly bright spotlight on the ability for traditional financial institutions to rethink existing business models from the inside out, to support an increasingly digital consumer. From delivering new digital solutions at speed and scale, to personalizing experiences with predictive engagement, banking leaders must...[more]
Best Practices for Successful Digital Account Opening
October 2022
More than ever, consumers want to partner with banks and credit unions that can simplify their daily lives and improve their financial wellness. There is little patience for time consuming online or mobile processes in a world where groceries, apparel, electronics, cars, or even a house can be...[more]
