Insights & Trends | Consumers

Today, consumer preferences are constantly changing. Discover the latest insights and research to help you stay ahead of your member's needs.

How to Make Life Insurance Better for Your Members

Keep life insurance simple to satisfy members and reap the benefit of member loyalty for years to come.
Employees Need Help to Understand Their 401(k) Plan

Summarizes insights learned in 2018 Retirement Participant Survey to help credit union leaders help their employees retire on their own terms.
Tips to Break Down Barriers and Protect More Members

Simplify the life insurance process, making it easier for your member to purchase and building trust along the way.
4 Steps to Simplify and Forge a Deeper Connection

Stay ahead in the life insurance game while creating better connections with your members.
A Guy Walks Into A Hardware Store

Get 4 ideas that can help you focus on driving member experience.
How to Talk With Investors During Each Phase of Life

As you age, it’s easier to reflect back on phases of life. There are financial phases in life too.
Overcoming Market Skepticism to Reach and Advise MIllennials

A recent Deloitte survey reflects that the millennial generation is seeking stability in an uncertain world.
Practical Tips for Understanding and Connecting With Millennial Investors

Each generation forms a new attitude toward investing. Get insights into the millennial investment attitude.
What Matters Now: 6 Key Differences Drive Multicultural Consumer Behavior

Understand key differences for multicultural members to better serve their needs and goals
The Evolution of Auto and Home Insurance in 2018

Technology has changed our way of life, including how we do business.
As Car Shopping Gets More Convenient, Lending Gets More Complicated

Car buyers expect easy access to information as they shop, otherwise they’ll find it elsewhere.
Serving the Female Investor Through All Life Stages

Female investors represent an undeniable wave of potential economic power.
Convenience is Driving Our Lives and Your Business Model

Consumers' growing need for simplification is dramatically changing how they interact with their credit unions.
The Psychological Impact of Retirement

Learn how financial advisors can play a key role in reducing fear for clients transitioning to retirement.
How Members Are Driving Innovation and Changing Your World

Consumer demand for convenience is fueling an unprecedented explosion in technology.
What Matters Now: Insights from Millennials

Learn what matters most to the millennial generation (ages 18-34) and how to serve them.
Delivering Convenience is Anything But Easy

Prepare your credit union for your members’ growing desire for convenience.
Maintaining Income in Retirement

Financial advisors can help clients navigate retirement income concerns with education and planning.
Insights from Non-Members

Learn more about the under-engaged members that you're already serving, and how to better attract them.