Build customer trust by offering solutions that address their financial and emotional needs

These days, people are turning to social media, friends and family for help planning and managing their finances. How can financial institutions show value and compete with these other, more trusted avenues for advice?

In this article, we analyze results of our consumer survey and share:

  • Where consumers turn for financial advice
  • Which generation is – and is not – likely to trust financial advice from their financial institution
  • 5 ways financial institutions can position themselves as a go-to resource for advice while growing their loan portfolio