The topline reports, Impact of COVID-19 on Consumer Financial Services in the US, and Impact of COVID-19 on Consumer Financial Services in Canada have been popular among Financial Services and FinTech organizations since their release in September 2020. Not only have they been searched, downloaded, and viewed by a continuous stream of financial services professionals, they have also been the feature presentation at recent industry meetings such as NYPAY.
As the study shows, consumers' spending and financial outlook have changed, and organizations are now at a crossroads regarding where to invest or reallocate resources in order to succeed in an uncertain future. Phase 5 clients have been able to make informed choices and reduce risk based on the findings of this study. In addition to the topline report, clients are able to order custom reports that dig into specific topics according to their needs, including:
Financial Attitudes and BehaviorsBanking & Payments
Investing
Insurance
Feedback has been strong from clients who have received these custom reports, indicating that 2021 planning has been smoother and that they are more confidently prepared for the coming year(s).
For more information or to discuss creating a custom report for your organization, contact us. We'd love to help you succeed by leveraging our insights to create a sustainable, customer-centric strategy.