52% of account holders expect their primary financial institution to anticipate their financial needs. Major life events offer important context for understanding those expectations.
Conducted by The Center for Generational Kinetics for CSI, the Financial Life Moments 2026 National Study explores the experiences of 1,000 U.S. account holders across 17 major life events. The report examines when people want guidance, how they prefer to receive it, and what support during these moments could mean for loyalty.
Explore the national findings and expert analysis to understand how connected data can inform timely digital engagement and help banks and credit unions respond as account holder needs change.