Consumer Survey Report: financial

Inside the Lifecycle of the Financial Services Consumer


Because of the digitization of financial services, consumers have a wider range of choices, placing more pressure on financial services companies to better adapt to customer expectations and the changing industry landscape.

Yes Marketing surveyed 1,000 financial services customers to help brands in that sector understand:

  • What drives consumers to become new customers
  • Why they stay with a financial services company
  • Why they become loyal for the long-haul