Discover the latest financial services insights

Discover the latest financial services insights

Welcome to November's Banknote newsletter bringing you the insights shaping the financial services landscape.


Futureproofing finance part 1 – Digital innovation, AI and the dawn of the fintech?

A future-focused conversation with Charles Green and retail banking influencer Jim Marous, discussing everything from how players like PayPal are reshaping financial loyalty with data insights that traditional banks have yet to tap into to what banks can learn from companies like Uber and Airbnb.?

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US housing crisis: The American nightmare

How can lenders meet consumer needs in a stagnating property market? With over a third of Americans questioning homeownership as part of the American Dream, this article explores how rising mortgage rates and shifting priorities are reshaping the US housing market - and what lenders must do to adapt.

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When should banks connect with new arrivals?

Our research highlights a prime opportunity for banks to connect with Australia’s new migrants. With 90% of migrants remaining loyal to their first bank and 76% seeking information before arrival, early outreach is key. Discover more insights on engaging new arrivals effectively.

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Meeting consumers’ evolving financial advisory needs

Discover why US consumers are avoiding financial advice yet taking on greater investment risks in today's volatile economy. Find out how a hybrid approach - combining digital tools, AI, and human expertise can help bridge the gap and meet evolving financial advisory needs.

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Coming Soon: Financial Services Trends & Predictions 2025??

Get ready to uncover the global trends set to shape the financial landscape. Based on data from 200,000+ consumers and 60,000+ businesses, our expert-driven insights will help you navigate what’s next for financial services. Stay tuned for the full report!?


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