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In the U.S., 63% of adults say thinking about their personal finances makes them anxious, up from 56% in...
Consumer Behavior Towards Financial Services in the AI Era: What Changed & What Motivates It
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12 November 2026
Brent N Walker
In the U.S., 63% of adults say thinking about their personal finances makes them anxious, up from 56% in 2021, according to theFINRA Foundation's 2024 National Financial Capability Study. For younger adults aged 18 to 34, that figure reaches 75%..
AI Customer Experience Personalization for Banks: Read the Moment & the Motive
5 November 2026
Brent N Walker
In Celent and Temenos’ 2026 survey of 2,500 US consumers, 51% said their bank should better anticipate their needs when they open the app or call, yet only 4% of banks named personalizing the customer experience their top investment priority. Many.
Bank Marketing Data Enrichment: How to Close the Gap Between Raw Files & Consumer Motivation
8 October 2026
Brent N Walker
In the Federal Reserve's most recent Survey of Consumer Finances, 1 out of 4 U.S. families reported that their income for the prior calendar year differed from their usual income. Without proper assessment and verification, the data you have might.
Data Enrichment for Financial Services: Your CRM Knows What Customers Did, Not Why
1 October 2026
Brent N Walker
In 2023, the Journal of Risk and Financial Management published a peer-reviewed model evaluating financial risk tolerance by age, gender and race. What they discovered was that these demographic variables together were only able to account for .