MacroMonitor
Capture a 360° view of US household financial behaviour, attitudes, needs, relationships and trends, representing the views of 130 million US households.
Countries
US
Find out moreFinancial Services Intelligence in the US
Access the insight you need to succeed in today’s US financial services market, defined by scale, fragmentation and rapid innovation, through robust retail and business customer intelligence, competitive understanding and digital experience benchmarking.
Trusted by the world's leading financial services companies
How we help clients
The US is the world’s largest financial services market, defined not only by its scale and pace of innovation, but by its fragmentation across national banks, regional institutions, credit unions and fintechs. Consumer behavior, competitive dynamics and regulatory environments also vary significantly by state, creating a market that is both highly advanced and highly heterogeneous.
RFI Global brings more than 40 years of research heritage in the US, helping leading financial institutions navigate this complexity with independent, actionable intelligence grounded in real consumer and business behavior.
Our US portfolio combines large-scale syndicated intelligence with bespoke research and digital behavior tracking, enabling clients to understand both long-term shifts and fast-moving changes—and respond with confidence.
Our Solutions
In a market defined by scale, competition and rapid digital innovation, our US solutions combine scale and rigor to meet the needs of US financial institutions. MacroMonitor, the largest and most comprehensive survey of US households’ financial behavior, provides a foundation for consumer insight and strategic planning, representing the views of 130 million US households.
Our US Business Council delivers insights into business needs, usage and attitudes toward financial services to support more informed decisions and growth strategies with insights from almost 3,000 businesses twice a year. In a digital-first world, our iSky Radar platform captures real banking behavior across channels and journeys, enabling institutions to optimise the digital customer experience.
Countries
iSky
Power your digital strategy with market-leading UX benchmarking, journey mapping and competitive intelligence, built for banking and insurance services to navigate the ever-changing digital customer experience.
Countries
Global
Find out more
Business Council programmes
Access in-depth analysis of business banking needs, usage and preferences to sharpen your strategies, improve performance and anticipate market shifts in the financial landscape.
Countries
Australia, Canada, China, Hong Kong, Malaysia, New Zealand, Singapore, UK, US, UAE
Find out moreSpeak to your local expert
Our US team is made up of specialist financial services analysts dedicated to understanding the complexity of the US financial services market and its diverse consumer and business segments. They work closely with leading institutions to identify emerging trends, quantify behavioral change and uncover new growth opportunities.
They focus on translating complex, large-scale data into clear, actionable intelligence that supports strategic and commercial decision-making across retail banking, business banking, payments and investments.
With deep expertise across the US financial services ecosystem and access to extensive proprietary datasets, the team regularly publishes insights on the forces shaping the market — from evolving consumer and business financial needs to investment behavior, financial inclusion, payments innovation and digital transformation.
Our latest insights on US financial services
View all insights
Explore how family banking is evolving into a lifecycle strategy, with insights on digital experience, financial education and long-term customer relationships.
Why onboarding is a strategic advantage in banking, shaping customer acquisition, satisfaction, engagement and long-term value from day one.
The OpenAI and Plaid partnership marks a shift in AI usage to personalised financial insight. Our data reveals the opportunities.
Beyond the hype, how is AI delivering real impact? Key takeaways from AWS Financial Services symposium.
Discover the future of virtual bank cards, why customer adoption remains low, and how banks can improve security, flexibility and efficiency in mobile banking.
Explore the latest global trends in mobile banking UX, from app features and security to personalisation, simplicity and customer engagement.
Advanced UX intelligence for financial services. Benchmark digital journeys, map customer experiences and gain competitive insights.
Explore global consumer attitudes to AI in financial services, the impact of trust, risk perceptions and what customers value.
How rewards influence main bank choice and customer loyalty around the world.
Discover the five global trends shaping SME banking in 2026, from AI and fintech to cybersecurity and international growth.
Explore the 5 key trends shaping financial services in 2026, from AI and cybersecurity to digital innovation and wealth. Download the report.
Explore the top five financial services trends shaping 2026, from AI adoption and digital UX to neobanks, cybersecurity, and wealth management. Insights from 200,000+ consumers and 60,000 businesses worldwide.
Explore the 5 key trends shaping financial services in 2026, from AI and cybersecurity to digital innovation and wealth. Watch the video to discover more.
Discover why banks without branches are winning on trust and speed and why incumbents must right-size and embed AI to remain relevant.
Discover how consumers worldwide are shaping the ESG agenda in banking and how banks can capture this growing opportunity.
Explore the latest global trends in mobile banking UX with RFI Global’s Mark Donohue, as he reveals what’s shaping the future of digital banking experiences.
RFI Global launches new trends report outlining the five trends that will shape financial services in 2026
iSky digital UX intelligence enhances RFI Global’s survey insights with real-user journey mapping and benchmarking for financial services.
With experts embedded in local markets, we bring cultural context and a global perspective to every insight we deliver.
Explore how fintechs have evolved from disruption to maturity, and what’s next for neobanks as they focus on engagement, profitability and growth.
Discover Gen Z's impact on financial services as they enter their peak earning years and wield significant spending power.
Explore the future of wealth management with insights from Citi's digital growth head on trends and innovations.
Discover how people pay around the world and how new methods like mobile wallets and BNPL are being adopted.
Mid-year 2025 financial services industry trends update with insights from 200K+ consumers & 60K+ businesses. Watch expert videos.
Mid-year 2025 financial trends update with insights from 200K+ consumers & 60K+ businesses. Watch expert videos & download the full report.
RFI Global provides NPS tracking and analysis to many of the world’s largest and most valuable banking brands.
Over 25% of consumers in Hong Kong, Singapore, and Malaysia are considering switching their main bank within the next year.
Understand consumer needs and preferences across financial products. Insights from RFI Global's Consumer Council programmes help you make informed decisions and drive growth.
Clinton Cheng discusses the impact of fintech innovation, cash trends, and regulations on the evolving global banking landscape.
Female-led SMEs are rising, yet funding and support lag. How can banks step up? Discover key insights this IWD.
RFI Global reveals a shift in wealth management, with UK (28%) and Singapore Mass Affluent consumers turning to digital-only providers.
Business banking: 45 mins with a high street bank vs. 120 secs with a neobank. SMEs drive neobank growth but still seek multi-channel access.
Discover five key trends set to reshape financial services in 2025, based on insights from 200,000 consumers and 60,000 businesses worldwide.
Discover 2025’s key financial service trends with RFI Global's data-driven insights on banking, payments, and wealth. Download now!
Kathryn Petralia explains the trends in banking, the biggest challenges in financial services, and the future of the fintech industry.
Jim Marous explains how customer engagement in banking is shifting from passive loyalty to active engagement, driven by innovation.
With 34% of consumers ready to switch banks, Charles Green and Jim Marous explore AI, fintech, and digital trends reshaping banking.
In this engaging episode of the Banking Uncovered podcast, we discuss how AI and technology are shaping the future of banking.
Learn why cash is king for business owners. Discover the importance of cash flow management and access to capital for SMEs.
Discover why SMEs are switching to non-traditional financial providers in this latest episode of the Banking Uncovered podcast.
Financial institutions have an opportunity to acquire consumers and businesses and build profitable relationships with cross-border payments.
The challenges and implications for SMEs switching banks and managing payments.
As digital and mobile banking continue to grow, discover how to optimise chatbots to improve customer satisfaction and drive growth.
Charles Green, RFI’s Founder, speaks to Olivier Crespin, four times bank founder, about the captivating world of digital banking and the opportunities generative AI and other technologies bring for banking.
Charles Green, RFI’s Founder, speaks to Mohamed Keraine, Global Head of Digital Banking at Standard Chartered about the future of digital banking: how to mitigate risks, maximise opportunities and prioritise investment.
RFI Global announces a CEO transition, reinforcing leadership continuity and strategic direction as the business enters its next phase of global growth.
Data-driven insights for financial service leaders
Subscribe to The Banknote, our monthly newsletter delivering expert perspectives and exclusive analysis, powered by 200,000 consumer and 60,000 business interviews each year to help you stay ahead in a fast-changing financial world.
