2026 Consumer Banking Report Webinar Replay | Credit Union & Community Bank Insights

Skip to content

Formerly WebStrategies, Inc.

About
The Most Common Pitfalls to Avoid Using HubSpot at Your Credit Union
Discover how our Client Success team leverages HubSpot for marketing success with our Credit Union clients. Learn about the most common mistakes to avoid using HubSpot at your Credit Union
Read More
Industries Served
Community Bank Case Study: River Valley Community Bank Creates Lead Opportunities through website forms
Personalized digital experiences, simplified lead capture, and streamlined nurturing.
Read More
Resources
INBOUND 2025 Recap: Turning HubSpot’s New Features Into Credit Union and Banking Wins
Discover how HubSpot’s newest tools help credit unions and banks boost engagement, personalize experiences, and drive growth.
Read More
Blog
Contact

Speakers: Chris Leone, Kristin Harrison

Watch the Replay: 2026 Consumer Banking Preferences Webinar

How consumers choose financial institutions in 2026 and what credit unions and community banks can do to win more members.

In this on-demand session, Geear (formerly WebStrategies) breaks down highlights from the 2026 Consumer Preferences & Banking Behavior Study. Fresh survey insights designed for credit unions and community-based financial institutions.

You’ll hear what’s changing in online search, LLM/AI discovery (ChatGPT, Gemini, Claude), mobile banking expectations, and how neobanks are reshaping consumer behavior across age groups.

Don’t have the report yet? Download the 2026 Consumer Banking Report

What you’ll learn (quick takeaways)

Online-only bank adoption is rising even among 45+ consumers (a meaningful jump vs. the 2022 study).
Search is still the #1 way consumers research financial institutions, but LLMs are now a major research path for under-45 audiences.
Younger consumers want AI in the banking journey (from AI assistants to fraud prevention), while older consumers are more cautious.
Mobile apps are overtaking branches as a top loan channel for under-45 consumers. Turning the app into a real revenue channel, not just a service feature.
A clear perception gap: under-45 non–credit union members often don’t view credit unions as “best” at key categories. Yet under-45 members who use a credit union as their primary FI rate credit unions highly.
Online reviews and mobile experience are major decision factors that can attract—or repel—under-45 consumers.

Why this matters for credit unions and community banks

Consumers are comparing your experience to neobanks like Wealthfront, SoFi, Chime, and Robinhood, especially around speed, usability, and mobile-first convenience. This replay helps you translate consumer preference data into practical marketing and experience priorities: where to show up, what to message, and what to improve so you can compete against big banks and tech-first financial platforms.