Plan smarter for 2026 with real consumer insight
This data-driven guide reveals what US consumers want from financial institutions, the biggest shifts in their behaviour, and what that means for your 2026 strategy.
RFI Global has been studying consumer financial attitudes, needs and behaviors in the US since 1978. Today, change is accelerating—from how people manage their money to where they go for advice, information, and trust.
Based on data from over 5,000 US households, this report highlights five critical consumer trends that will shape the future of banking, investing, and financial engagement. These are not predictions, they’re trends already influencing real decisions in a rapidly changing market.
Inside, you’ll uncover:
– How mobile-first finance is becoming the norm
– Why trust and transparency are key to AI adoption
– What’s driving the return of financial advice
– How social media is shaping financial decision-making
– Why mutual funds are attracting a new wave of investors
Whether you’re optimising digital experiences, refining your product roadmap, or future-proofing your marketing strategy, this guide gives you the insight you need to plan with confidence.
Fill out the form to download your free copy and start planning with purpose.
