Boston, April 6, 2017 – The explosion of new digital technology has opened the door for financial institutions to learn more about consumers and to design products and services that meet consumer needs. But are U.S. consumers willing to share information with their banks and credit unions in order to receive personalized financial advice?
This report explores the situations in which consumers are willing to allow financial institutions to use their personal information, looks at the differences between generations and income, and uncovers opportunities for marketers to engage consumers through proactive financial advice.
This 20-page Impact Note contains 13 figures and two tables. Clients of Aite Group's Retail Banking & Payments service can download this report, the corresponding charts, and the Executive Impact Deck.