Topic: Advice

Subscribe to The Banknote newsletter for data-driven insights and expert perspectives on the trends shaping financial services.

Videos

Unlock unparalleled insight into the financial needs of US households

The largest survey of US financial services needs provides insights into household financial behavior, attitudes, needs, relationships and trends.

Videos

EMEA

Advice

Actionable intelligence for success in financial services

Forward-focused, actionable intelligence on UK consumer behaviour across financial products to empower your decision-making.

Podcasts

North America

Consumer

Episode 17: The consumer trends defining the future of US financial services in 2025

Charles Green discusses the key US consumer trends driving change in 2025 and beyond with Jim Langston and Luke Allchin.

Articles

North America

Consumer

Why banks need to use AI to create personalisation and customer engagement

Monzo, Revolut and fintechs dominate retail banking in 2024 as switching rates hit record highs. What’s behind this global shift?

Articles

North America

Consumer

The future is hybrid: Meeting consumers’ evolving financial advisory needs

MacroMonitor data shows households that seek advice before major financial decisions are more confident in achieving their financial goals.

Podcasts

EMEA

Consumer

Episode 8: Innovating banking – Steve Weston on digital transformation and customer engagement at Barclays

Find out how Barclays is navigating digital transformation and customer engagement in an ever-evolving banking landscape.

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.

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Topic: Advice

Subscribe to The Banknote newsletter for data-driven insights and expert perspectives on the trends shaping financial services.

Unlock unparalleled insight into the financial needs of US households

Actionable intelligence for success in financial services

Data-driven insights for financial service leaders

CONTACT

Stay ahead of the trends.
Get data & insights delivered to your inbox

© 2026 RFI Global

Topic: Advice

Subscribe to The Banknote newsletter for data-driven insights and expert perspectives on the trends shaping financial services.

Unlock unparalleled insight into the financial needs of US households

Actionable intelligence for success in financial services

Episode 17: The consumer trends defining the future of US financial services in 2025

Why banks need to use AI to create personalisation and customer engagement

The future is hybrid: Meeting consumers’ evolving financial advisory needs

Episode 8: Innovating banking – Steve Weston on digital transformation and customer engagement at Barclays

Data-driven insights for financial service leaders

CONTACT

Stay ahead of the trends. Get data & insights delivered to your inbox

Stay ahead of the trends.
Get data & insights delivered to your inbox