Financial wellness is the new competitive battleground where customer loyalty and lifetime value will be won or lost, but Datos Insights’ research reveals a fundamental disconnect between banks’ perceivable attempts to help customers and customer realities. For executives and strategists responsible for customer engagement, this report offers the strategic context and tactical framework necessary to succeed where financial wellness will determine competitive advantage.
This report leverages a Datos Insights study of 4,864 consumers in the U.S., Canada, and select European countries conducted from Q1 to Q2 2025. It examines why current financial wellness approaches consistently fail and provides a roadmap for FIs to transform from transaction processors into customer champions.
Clients of Datos Insights’ Retail Banking & Payments service can download this report.
This report mentions Bank of America, Citibank, JPMorgan Chase, SpringFour, and Wells Fargo.
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