Impact of the Pandemic on Consumer Financial Services: Topline US Report

How COVID-19 has Impacted Banking, Insurance, and Investing

Based on the results of our July 2020 online survey of household decision-makers in the United States, this topline report lays the foundation to better understand how consumers' financial outlook has been impacted by the pandemic. It also explores how behaviors have changed, and whether those changes are likely to last.

From there, the report identifies opportunities for Financial Institutions (FIs) to adjust their interactions and experiences for this new and dynamic environment.

Download the topline report here, and then contact us for the full report or a report customized for your business.

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Author: Stephan Sigaud

Stephan Sigaud, MBA, is Phase 5’s Chief Marketing Officer. Stephan is passionate about partnering with clients to address their challenges and opportunities around customer centricity. He has more than 25 years’ experience in Market Research and Customer Loyalty and Experience. A past Board Director of the Insights Association, he has also been volunteering with the Customer Experience Professionals Association (as past Chair of the CXPA Toronto Network) and the Canadian Marketing Association (as member of the Leaders Network and past co-Chair of the CMA CX Council).

Impact of the Pandemic on Consumer Financial Services: Topline US Report

How COVID-19 has Impacted Banking, Insurance, and Investing

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