Research Reports

COVID-19 economic pressures have pushed more adults living paycheck-to-paycheck to want their income early, calling into question the value of decades-old payroll practices — and highlighting disparities along economic, racial and gender lines.

Despite decades of corporate talk and experimentation, digitization strategies remain largely piecemeal, unfocused, and ineffective. Is change finally coming?

After years of lagging other industries, financial services marketers are finally ramping up their digital investments. But this new spending must be aligned with smart strategies and urgency.

COVID-19 has pushed an increasingly popular, non-traditional POS lending product into the mainstream.

Emerging consumer attitudes toward privacy threaten to overturn long-standing industry assumptions about customer data and personalization.

COVID-19 has accelerated the end of cash and pushed digital payments to a new tipping point.

A survey of leaders across financial services finds that the COVID-19 pandemic has spurred companies in every industry to dramatically accelerate their adoption of AI and automation — even in cases where investments to date have proven inconclusive or disappointing.

A survey of leaders across financial services finds that the COVID-19 pandemic has spurred companies in every industry to dramatically accelerate their adoption of AI and automation — even in cases where investments to date have proven inconclusive or disappointing.

An examination of potential sources of upheaval for the financial industry and ideas on how to adapt.

Some key catalysts for the next evolution of financial services are already obvious to the industry. But there are exogenous forces, both demographic and economic, that could pose existential threats to aspects of the business as conducted today. Inside, an examination of those potential sources of upheaval and ideas on how the industry might adapt.