Tracking Trends in the Financial Services Industry
The financial services industry is undergoing massive change as traditional providers seek to transform digitally and keep pace with new entrants. Financial services leaders must stay informed on how consumers are reacting to and shaping the future of the industry through their interactions with financial services providers, their financial goals and preferences, and their overall financial well-being.
To help leaders stay abreast of consumer trends, Morning Consult is tracking consumers’ trust in, usage of and satisfaction with financial services providers through a monthly survey of U.S. adults. We’ll be updating this page with new data and analyses the second week of every month. Sign up for alerts below.
The methodology for the monthly tracker is included at the bottom of this page.
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Financial Health and Management
Confidence in Paying Expenses
Progress Toward Financial Goals
Consumption of Financial Advice
Trust in Financial Services
Trust in the Financial Services Industry
Trust in Financial Services Companies
Financial Service Provider Usage and Satisfaction
Usage of Multiple Providers
Satisfaction With Primary Financial Services Providers
Interactions With Primary Providers
Reliance on Advice or Assistance
Bank Branch, ATM and Digital Wallet Usage
‘Buy Now, Pay Later’ Usage
Consumers Opening New Accounts
Intention to Switch Providers
Overdraft and Usage of Alternative Financial Services
The Morning Consult Financial Services Monthly Trend Tracker relies on data collected through Morning Consult’s proprietary survey research capabilities. The interviews are conducted online, and the data are weighted to approximate a representative sample of U.S. adults based on gender, educational attainment, age, race and region. Results from the full survey have a monthly sample size of 2,200 to 4,400 U.S. adults and an unweighted margin of error of plus or minus 2 percentage points.
About Morning Consult
Morning Consult is a global decision intelligence company changing how modern leaders make smarter, faster, better decisions. The company pairs its proprietary high-frequency data with applied artificial intelligence to better inform decisions on what people think and how they will act. Learn more at morningconsult.com
About the Author
Charlotte Principato is a financial services analyst at Morning Consult, where she leads the company’s analysis to deliver real time insights to the financial services sector.
Email email@example.com to speak with a member of the Morning Consult team.