Bank Marketing Automation

From artificial intelligence to other new technologies to regulatory expectations, how is the partner bank sector shifting?

Twice as many U.S. workers today look to their employers for guidance and resources around near-term financial needs compared to just two years ago, according to a new survey by Bank of America.

Commercial and industrial loans reverse course in the April 2025 Senior Loan Officer Opinion Survey.

The alignment of marketing departments with commercial priorities is a shift that makes dollars and sense.

Thirteen percent of respondents said they use AI for banking and financial services on a daily basis, while 59% said they use it occasionally, according to J.D. Power.

Using data-driven insights, wealth managers can develop new ways to serve expanding client groups, including women and younger investors. Given the amount of money at stake and dissatisfaction with current offerings, this is a significant opportunity.