Financial Services

This FAQ covers what marketers and retail strategists need to know heading into 2026.

New banking and investing services deepen relationships as emerging-affluent consumers become private banking prospects.

The commercial incentives are clear even as government pressure fades.

The data it collects should remind banks of their own insights into customers.

77.5% of US CEOs anticipate inflation will negatively affect their business forecasts, making it the leading concern ahead of tariffs (70.6%) and US-China relations (68.6%), according to a November survey from Stagwell, The Wall Street Journal, and the National Research Group.

The world’s biggest You-Tuber pioneers influencer-branded financial products

TD Bank is pushing the human touch as it spends heavily on technology.

Crypto is increasingly mainstream, but community banks could be playing with fire.

Banks do not face primary-account switching overnight but may slowly bleed customers and struggle to attract first-time account owners.

FIs that follow new rules and manage risk responsibly have less to worry about from highly volatile price movement.