Midyear Report: 2022-2023 Financial Trends for Marketers

Economies are reeling as financial institutions and consumers alike deal with rising costs, the exodus from many major urban areas, supply chain fragilities, evolving attitudes about where and how people should work, and a massive disruption in long-term wealth management tactics.

The good news is that a customer win in any of these areas is a win for the long-term position of financial institutions and their stakeholders.

This resource offers practical insights on how providers of financial services can evolve their customer marketing and address urgent and emerging trends across:

  • Retirement and generational changeover
  • Turbulence in the housing market
  • Unbanked/underbanked populations

Additional Reading