Understanding consumer views and expectations is crucial for institutions, especially on the deposit side of the ledger.  The rising rate environment, the trend toward commoditization, and heightened competition in banking are putting pressure on financial institutions to adopt a strategic focus on growth in deposits, investment services and retirement products.

This 33 page study explores saving and investing behaviors to help financial institutions target opportunities.

Read this study and learn about the following areas in detail:

As financial institutions work to meet their growth and earning objectives, developing deeper relationships with the customer, understanding their needs, as well as unique characteristics, is a strategic endeavor every organization attempts to accomplish.  As consumer behavior, technology, policy and other market variables impact traditional financial service offerings, institutions will want to focus their time and effort on strategic areas that resonate with the high-income consumer segment.