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Formerly WebStrategies, Inc.

Beyond Assumptions: New Data on How Consumers Choose Their Next FI.

New research among 1,000 consumers identifies the digital expectations and value drivers that will define member growth in 2026. Download the report to see the 40+ charts reshaping the industry and secure your seat for our February 18th Strategy Webinar.
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Evidence-Based Insights for a Competitive 2026

This report validates and challenges industry assumptions by segmenting responses by age and primary financial institution usage. We provide the actionable data needed to align your messaging with what truly matters to today's borrowers.

  • The Digital Gatekeeper: Learn why digital competency is now a non-negotiable barrier to entry for non-members.
  • Researching Without You: Discover how 1 in 4 consumers under 45 now use AI and LLMs as their first step in researching financial products.
  • The Loan Channel Shift: Understand why mobile apps have officially overtaken in-person visits as the top choice for loan applications.
  • Strategic Differentiation: Identify why traditional banks are closing the perception gap in community involvement and how to reclaim your unique value.

 

Get the Report & Join the Strategy Session

Registering provides you access to the full report and secures your seat for our February 18th Deep-Dive Webinar.

"This survey inspired conversation with our leadership team about continuously being better at what we do.  It helped us look deeper into understanding what we need to be good at for the emerging consumer market.  We cannot continue to rest on our laurels of providing great member service, we have to also care about the digital experience, especially with the emergence of online only banks increasing market share."

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—Robert Einstein

CEO & President | UMe Credit Union

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