The Three-Tiered Approach to McMessaging

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.

Younger generations are saving more money by making trade-offs to limit their spending, according to a new survey by Santander Bank.

Determining which organizations and programs in their communities banks should work with can be a major challenge.

More than half of U.S. credit card customers are “financially unhealthy,” with financial strain driving down card spending in 2025, according to a recent survey by J.D. Power.