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Financial Services

The CFPB's proposed Personal Financial Data Rights rule accelerates progress toward open banking in the US, changing the game for customer retention.

Just a third of adults in Canada will use mobile peer-to-peer (P2P) payments this year, and adoption will barely grow through 2027. Mobile banking apps and digital wallets must rethink their strategies to capture P2P users—making the most of a population that doesn’t yet have strong P2P brand loyalty.

We dive into how Mastercard and other payment providers are thinking about the technology and what it holds for the future

Banks around the globe are watching closely as new ESG reporting requirements reshape the EU's financial landscape.

A McKinsey report argues that the financial services industry is undergoing an epic transformation, with each bank’s success heavily dependent on its integration of AI.

But growing credit card borrowing comes with risks for issuers as delinquencies also rise

On today’s podcast episode, we explore the problematic relationship between credit unions and Gen Z. • In our “Headlines” segment, we discuss an article from PYMNTS.com that revealed only 4% of Gen Z consumers bank with credit unions. • In “Story by Numbers,” we consider what credit unions can do to capture Gen Zers’ attention while working with tight marketing budgets, and which programs have helped Gen Z consumers manage their finances. • In “Actual CEO,” we discuss with our guest CEO what she is currently doing to engage with Gen Zers at her credit union. Listen to the podcast with host Rob Rubin and Tansley Stearns, CEO of Community Financial Credit Union.• In our “Headlines” segment, we dig deep on a recently published Insider Intelligence report covering our forecasts for ad spending by US banks and credit unions. • In “Story by Numbers,” we discuss how fewer mortgages are affecting banks' net interest income and what that means for their marketing budgets. We also examine Ally Bank’s increased ad spending. • In “For Argument’s Sake,” we talk about how large banks are doubling down on digital ad spending while smaller institutions are cutting their spending, which could lead to the eventual demise of smaller traditional banks. Tune in to the discussion with host Rob Rubin and our director of forecasting Oscar Orozco.

A 2010 federal law prohibiting large FIs from charging excessive fees for basic customer service will now be enforced, raising questions about how much it might hurt profits.

Assistive tech helps banks tap into the large, growing market of disabled customers and avoid monetary and reputational risks.

Credit losses are climbing, credit conditions are tightening, and consumer sentiment is on the decline

Helping Gen Z save for retirement—and navigate competing financial priorities such as student loans—gives banks an opportunity to form long-term relationships with young investors.

On today's podcast episode, we discuss the significance of the Amazon-Anthropic deal and what's possible now that ChatGPT can talk to you and see things. "In Other News," we talk about whether Bard AI integrations can help Google catch up to the competition and why one company is producing 10,000 humanoid robots. Tune in to the discussion with our analysts Jacob Bourne and Gadjo Sevilla.

On today’s podcast episode, we discuss how banks are adjusting their ad spending in a world with high rates, economic turmoil, and a shift to digital advertising. • In our “Headlines” segment, we dig deep on a recently published Insider Intelligence report covering our forecasts for ad spending by US banks and credit unions. • In “Story by Numbers,” we discuss how fewer mortgages are affecting banks' net interest income and what that means for their marketing budgets. We also examine Ally Bank’s increased ad spending. • In “For Argument’s Sake,” we talk about how large banks are doubling down on digital ad spending while smaller institutions are cutting their spending, which could lead to the eventual demise of smaller traditional banks. Tune in to the discussion with host Rob Rubin and our director of forecasting Oscar Orozco.

FIs must prioritize inclusion of the booming Latino community, which faces barriers in traditional banking—but shows high fintech engagement.

While these consumers are getting access to needed credit, providers must consider the risks of overextension

The Fed’s steep rate increases take their toll: Financial institutions are reporting the first drop in deposits in nearly three decades, and mortgage demand is flagging close to a 27-year low.

It’s the first state to require insurers to establish such rules. As others consider similar laws, insurers need to stay one step ahead in combating bias.