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Deposits and Investments Insights: Into the New Frontier

October 29, 2021
Caroline Vahrenkamp

Rate sensitivity peaked in 2020 with 68 percent of consumers willing to move funds for a 1 percent increase. While rate sensitivity is declining, the search for better returns helped drive a dramatic increase in non-retirement investing. This report examines deposit and investment trends to help financial institutions develop the right products and features for the right consumers. We also measured awareness, demand, and usage for emerging and alternative investment technologies, such as investing apps and cryptocurrency. With this information, banks and credit unions can attract and retain loyal accountholders and help their balances grow.

Price: 
$750.00

Inside the Report

Table of Contents: 

Executive Summary
3
Consumer Perceptions and Expectations for Deposits
7
Rate Sensitivity
21
Investment and Retirement Products
30
Cryptocurrency: What Role Will It Play?
43
Summary and Strategic Considerations
55
Appendix: Survey Methodology
59
About
63

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DATE PUBLISHED:
October 29, 2021
AUTHOR:
Caroline Vahrenkamp
NUMBER OF PAGES:
64
PRICE:
$750