{"id":60599,"date":"2023-08-03T19:42:42","date_gmt":"2023-08-03T09:42:42","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=60599"},"modified":"2023-08-07T17:36:12","modified_gmt":"2023-08-07T07:36:12","slug":"financial-services-trends","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/au\/blog\/financial-services-trends\/","title":{"rendered":"What Do Customers Want Most From Their Financial Institutions? We Asked Them"},"content":{"rendered":"\n<p>Wouldn\u2019t it be great if your financial institution knew what you needed \u2014 before you needed it? One of the biggest financial services trends we\u2019ve seen recently is that people want&nbsp; a steady hand to guide them in money matters. According to <a href=\"https:\/\/www.salesforce.com\/au\/resources\/research-reports\/state-of-the-connected-customer\/\" target=\"_blank\" rel=\" noopener\">our latest study<\/a>, while 73% of consumers surveyed said they expect their financial institution to anticipate their needs, only 37% said theirs do.<\/p>\n\n\n\n<p>We asked over 6,000 financial consumers worldwide about their expectations, experiences, and desires to better understand what people want from their financial institutions and how they expect to interact with them. With the cost of living increasing, interest rates rising, and a turbulent world around them, <a href=\"https:\/\/www.salesforce.com\/au\/resources\/research-reports\/financial-services-report\/?\" target=\"_blank\" rel=\" noopener\">what people want most right now<\/a> is stability from their financial institution.<\/p>\n\n\n\n<div class=\"layout-one wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\"><strong>Dig in to the future of financial services<\/strong><\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">We surveyed over 6,000 financial services customers from around the world to find out what they want from financial institutions today. Here\u2019s how you can start meeting customer expectations.<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/www.salesforce.com\/au\/resources\/research-reports\/financial-services-report\/\">Check it out<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t\t\t<\/div>\n\t<\/div>\n\n\t\t\t<div class=\"wp-block-offer__graphics wp-block-offer__contour\"><\/div>\n\t\n\t\t\t<!-- Standard Illustration -->\n\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__illustration\" src=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-illustration-layout-one.png\" alt=\"\">\n\n\t\t<!-- Small Accent Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__accent\" src=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-accent-layout-one.png\" alt=\"\">\n\t\t\n\t\t<!-- Left Side Illustration -->\n\t\t\n\t\t<!-- Cloud Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__cloud\" src=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-cloud-layout-one.png\" alt=\"\">\n\t\t\n\t<\/div>\n\n\n\n<p>That desire for security extends into <a href=\"https:\/\/www.salesforce.com\/blog\/managing-risk-in-banking\/\" target=\"_blank\" rel=\" noopener\">customers\u2019 financial data<\/a>, especially as AI becomes more widely used. To succeed with AI and other emerging technologies, you should ensure that you\u2019re doing what you can to protect customers\u2019 data.&nbsp;<\/p>\n\n\n\n<p>One way you can do this? Making sure your customers\u2019 data is secure and <a href=\"https:\/\/www.salesforce.com\/au\/solutions\/industries\/financial-services\/banking\/\" target=\"_blank\" rel=\" noopener\">all in one place<\/a>. This helps your team have instant access to the information they need, right when they need it, allowing them to deliver the personalised service customers want.<\/p>\n\n\n\n<p>Want to learn more? Our research provides insight into today\u2019s financial services trends, answering a host of questions, including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>How (and on what channels) people want to interact with their financial institution<\/li>\n\n\n\n<li>What they seek from financial services providers<\/li>\n\n\n\n<li>Sharing how financial institutions use customer data<\/li>\n<\/ul>\n\n\n\n<p>Here\u2019s how financial services institutions can <a href=\"https:\/\/www.salesforce.com\/blog\/customer-expectations-from-banks\/\">meet c<\/a><a href=\"https:\/\/www.salesforce.com\/blog\/customer-expectations-from-banks\/\" target=\"_blank\" rel=\" noopener\">ustomer expectations<\/a> and build trust.<\/p>\n\n\n\n<h2 class=\"has-large-font-size wp-block-heading\" id=\"h-make-it-effortless-to-manage-everyday-finances-digitally\">Make it effortless to manage everyday finances digitally<\/h2>\n\n\n\n<p>Customers seem to separate their financial lives into two buckets: everyday management and <a href=\"https:\/\/www.salesforce.com\/blog\/ai-for-wealth-management\/\" target=\"_blank\" rel=\" noopener\">long-term financial planning<\/a>. When it comes to the former, customers desire simple, do-it-yourself digital services. They want to manage their financial lives online, especially when it comes to routine tasks like applying for a credit card, opening a new account, checking on investments, or renewing or changing an insurance policy.&nbsp;<\/p>\n\n\n\n<p>Helping them do this quickly and easily is not just a perk, it\u2019s a necessity. Not doing so can come at a huge cost. In the past year alone, <a href=\"https:\/\/www.salesforce.com\/au\/resources\/research-reports\/financial-services-report\/?\" target=\"_blank\" rel=\" noopener\">25% of customers told us<\/a> that they switched banks, and over a third switched their insurers and wealth managers. Across all three of these financial sectors, the top reason customers said they considered switching was a desire for <a href=\"https:\/\/www.salesforce.com\/form\/industries\/financial-services\/banking-dive-onboarding-playbook\/\" target=\"_blank\" rel=\" noopener\">a better digital experience<\/a>.&nbsp;<\/p>\n\n\n\n<p>What do they mean by a better digital experience? Whether it\u2019s reaching out about opening an account or requesting help with their current services, they want a hassle-free and intuitive way to navigate your platform.&nbsp;<\/p>\n\n\n\n<p>You can meet this expectation by offering <a href=\"https:\/\/www.salesforce.com\/blog\/how-banks-transform-service-engagement\/\" target=\"_blank\" rel=\" noopener\">self-service tools powered by automation<\/a>, allowing customers to accomplish basic tasks on their phone, tablet, or computer. With AI helping consumers with basic information, and automation handling tedious, low-level tasks, your service agents can focus more on providing personal attention to customers who have complex requests.&nbsp;<\/p>\n\n\n\n<p>The end result: increased business, a rise in customer loyalty, and more efficient and productive business operation.<\/p>\n\n\n\n<div class=\"wp-block-salesforce-blog-newsletter-signup prevent-bottombar-overlap layout layout-financial-services\" >\n\n\t\t\t\t<h2 class=\"wp-block-salesforce-blog-newsletter-signup__title\">\n\t\t\tGet articles selected just for you, in your inbox\t\t<\/h2>\n\t\t\t\t\t<a href=\"https:\/\/www.salesforce.com\/au\/form\/other\/blog-newsletter\/?d=7013y000000ZfAjAAK&#038;nc=7013y000000ZfAoAAK\" class=\"wp-block-salesforce-blog-newsletter-signup__cta btn btn-lg btn-primary\" target=\"_blank\">\n\t\t\tSign up now\t\t<\/a>\n\t<\/div>\n\n\n\n<h2 class=\"has-large-font-size wp-block-heading\" id=\"h-show-your-customers-you-care\">Show your customers you care<\/h2>\n\n\n\n<p>Despite \u2014 or perhaps in reaction to \u2014 an increasingly digital world, financial services trends show that <a href=\"https:\/\/www.salesforce.com\/au\/resources\/guides\/fsi-customer-service-trends\/\" target=\"_blank\" rel=\" noopener\">customers do still desire<\/a> human, often face-to-face, interaction when solving problems. While it\u2019s true that they want to accomplish everyday financial tasks digitally, a majority of consumers across a number of sectors told us they preferred in-person customer service over digital when it comes to more complex issues, such as questions about errors on their statements.&nbsp;<\/p>\n\n\n\n<p>You can meet consumer expectations by having digital services complement in-person interactions. We\u2019ve found that relying too much on your digital offerings can make it hard for you to differentiate yourself from other financial institutions, gain loyalty, and provide the personalised services customers want.\u00a0<\/p>\n\n\n\n<p>The bottom line: customers want to feel that you\u2019ll be there for them when they need you, whether it\u2019s a simple check deposit or a complicated issue to untangle.&nbsp;<\/p>\n\n\n\n<p>The digital\/human divide requires a delicate balance that can be difficult for financial institutions to achieve. Personalisation can be challenging to scale, but with the right tools and technology, it is more than possible.\u00a0<\/p>\n\n\n\n<p>Harnessing data and coupling it with <a href=\"https:\/\/www.salesforce.com\/blog\/generative-ai-glossary\/\" target=\"_blank\" rel=\" noopener\">machine learning and AI<\/a> can make a significant difference in your ability to provide personalised service \u2014 in a branch or on a device. For example, you can use AI to analyse customer data, helping you segment that information and make it easier to better understand your customers. They then can use that information to provide personalised product recommendations and offers.\u00a0<\/p>\n\n\n\n<p>Ultimately, institutions that merge this type of <a href=\"https:\/\/www.salesforce.com\/customer-success-stories\/us-bank\/\" target=\"_blank\" rel=\" noopener\">empathetic, individually tailored service<\/a> with a great digital experience will stay ahead of financial services trends and gain a strong competitive edge.<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:100%\">\n<div class=\"layout-astro wp-block-salesforce-blog-related-trail\">\n\n\t<img decoding=\"async\" class=\"related-trail__illustration related-trail__cloud\" src=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/related-trail-cloud-layout-astro.png\" alt=\"\">\n\n\t\n\t<img decoding=\"async\" class=\"related-trail__illustration related-trail__background\" src=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/related-trail-background-layout-astro.png\" alt=\"\">\n\n\t<div class=\"related-trail__wrapper\">\n\t\t<div class=\"related-trail__content\">\n\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 345.8 82.8\" aria-hidden=\"true\" class=\"related-trail__logo\"><path fill=\"#1d3767\" d=\"M96.6 33h9v22.6h4.8V33h8.8v-4.3H96.6zm49.8 5.3c0-5.7-3.6-9.6-10.8-9.6H127v27h4.8v-7.9h3l2.3-.1 5.7 8h5.6l-7-9.2c3.4-1.6 5-4.5 5-8.2m-11.1 5.3h-3.6V33h3.6c4.4 0 6 2.3 6 5.3s-1.6 5.3-6 5.3m30.8-15.2-12.6 27.2h5l2.3-5.3h11.6l2.4 5.3h5l-12.6-27.1zm-3.6 18 4.1-9.2 4.1 9.3zm25.2-17.7h4.8v27h-4.8zm20.7 0h-4.8v27h17.6v-4.4h-12.8zm38.4 12.1h-13.2V28.7H229v27h4.7V45h13.2v10.6h4.7V28.7h-4.7zm15.9 14.8h17.5v-4.4h-12.7v-6.4H279v-4.2h-11.5v-7.5h12.7v-4.4h-17.5zm36.9-27.2L287 55.6h5l2.3-5.3H306l2.4 5.3h5l-12.6-27.1zm-3.6 18 4.1-9.2 4.1 9.3zm35.4-17.7h-10.2v27h10.2c8.2 0 14.4-5.9 14.4-13.6s-6-13.4-14.4-13.4m0 22.6H326V33h5.4a9.1 9.1 0 1 1 0 18.1z\" \/><path fill=\"#1d315f\" d=\"M43 82.8h.1a74 74 0 0 0 38.5-12.3 3 3 0 0 0 1.3-2.4v-6A66.2 66.2 0 0 0 42.5.2a3 3 0 0 0-2.3 0A66.2 66.2 0 0 0 0 62.2V68a3 3 0 0 0 1.2 2.4 74 74 0 0 0 40.2 12.4z\" \/><path fill=\"#8ed1f4\" d=\"M13.8 51.8a.3.3 0 0 0 0-.1L33 23.6a3.1 3.1 0 0 1 .8-.8 3 3 0 0 1 4 .8l9.5 13.8 3.5-5a3 3 0 0 1 4.9 0L69 51.6a.3.3 0 0 1 .1.3h7C70.7 17.7 43.7 7.2 41.4 6.2c0 0-11.2 4-21.2 16A59.6 59.6 0 0 0 6.8 51.8zm21.7-21.3\" \/><path fill=\"#aa76b3\" d=\"m62 51.9-8.7-12.6-4.2 6.1 4.8 6.4z\" \/><path fill=\"#722a87\" d=\"m49 45.4-4.4 6.4H54z\" \/><path fill=\"#8ed1f4\" d=\"m37 32.6-1.5-2.1z\" \/><path fill=\"#aa76b3\" d=\"m28 41.4 7.6 10.4h1.8l6.4-9.2-6.8-10-1.5-2.1z\" \/><path fill=\"#722a87\" d=\"m28 41.4-7 10.4h14.6z\" \/><path fill=\"#069a49\" d=\"M43.8 72.5a1.8 1.8 0 0 0-1-2.4L40.1 69a8 8 0 0 1-1-.5 7.8 7.8 0 0 1-2.4-10.7H6a44 44 0 0 0-.2 4.4v4.4A70 70 0 0 0 26 75a70 70 0 0 0 15.2 2l2.4-4.3zm33-14.8H44.3l-2.5 3a1.7 1.7 0 0 0-.2.5 1.8 1.8 0 0 0 1 2.3l2.7 1.2.7.4a7.8 7.8 0 0 1 3 10.6l-.5.9 4.8-.8a71 71 0 0 0 8.4-2.2l1.3-.4a71 71 0 0 0 14-6.7v-8.8z\" \/><path fill=\"#fff\" d=\"m46 65-.7-.3-2.7-1.2a1.8 1.8 0 0 1-1-2.4 1.7 1.7 0 0 1 .2-.4l2.5-3h-7.6A7.8 7.8 0 0 0 39 68.4a8 8 0 0 0 1 .5l2.7 1.2a1.8 1.8 0 0 1 1 2.4l-.1.2-2.5 4.3a52.5 52.5 0 0 0 7.2-.4l.5-.9A7.8 7.8 0 0 0 46 65.1z\" \/><path fill=\"#157139\" d=\"M56.9 67.3h8.8l-4.4-5zM23 71h9l-4.5-5.1zm-4.1-10.4-4.5 5h8.9z\" \/><\/svg>\n\t\t\t<h2 class=\"wp-block-related-trail__title\">Bank <br>on this knowledge<\/h2>\n\t\t\t<p>Learn how improving your financial institution\u2019s technology can help you provide better service \u2014 and improve customer loyalty. Start your first lesson today on Trailhead, Salesforce\u2019s free online learning platform.<\/p>\n\t\t\t\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/trails\/fsc_build_loyalty\" target=\"_blank\" rel=\" noopener\">Level up<\/a><\/div>\n\n\t\t<\/div>\n\t\t<div class=\"related-trail__mock\">\n\t\t\t<div class=\"related-trail__points\">2,200 points<\/div>\n\t\t\t<div class=\"related-trail__eyebrow\">Trail<\/div>\n\t\t\t<p class=\"related-trail__trail-title h3\">Inspire Customer Loyalty<\/p>\n\t\t\t<p class=\"related-trail__trail-description\">Learn the ways of this trail.<\/p>\n\t\t\t<div class=\"related-trail__actions\">\n\t\t\t\t<div class=\"related-trail__action\">\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" viewBox=\"0 0 10 10\" aria-hidden=\"true\"><path fill=\"#747474\" fill-rule=\"evenodd\" d=\"m4.93.69.88 2.88c.04.12.16.18.27.18h2.89c.29 0 .4.38.17.56L6.79 6.04c-.1.07-.13.2-.1.32l1.12 2.96c.08.27-.2.5-.44.33L4.85 7.77c-.1-.08-.23-.08-.34 0L1.97 9.65a.29.29 0 0 1-.45-.33L2.6 6.36a.3.3 0 0 0-.1-.32L.17 4.3c-.23-.18-.1-.56.17-.56h2.89c.13 0 .23-.04.27-.18l.9-2.9c.08-.27.46-.25.54.02Z\" clip-rule=\"evenodd\" \/><\/svg>\n<\/div>\n\t\t\t\t<div class=\"related-trail__action\">\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" viewBox=\"0 0 9 5\" aria-hidden=\"true\"><path fill=\"#747474\" d=\"M4.16 4.5.26 0h7.8z\" \/><\/svg>\n<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n\n\t<img decoding=\"async\" class=\"related-trail__illustration related-trail__foreground\" src=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/related-trail-foreground-layout-astro.png\" alt=\"\">\n\t<img decoding=\"async\" class=\"related-trail__illustration related-trail__parks\" src=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/related-trail-parks-layout-astro.png\" alt=\"\">\n\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h2 class=\"has-large-font-size wp-block-heading\" id=\"h-protect-personal-data-to-build-trust\">Protect personal data to build trust<\/h2>\n\n\n\n<p>Data is the engine behind personalised interactions, proactive communications, and better connections with your customers. But when it comes to data, trust is essential.\u00a0<\/p>\n\n\n\n<p>The majority of customers say they have full trust in their providers. However, less than half clearly understand how their data is used and protected. More importantly, 78% would switch financial service providers if they felt their data was mishandled.<\/p>\n\n\n\n<p>The solution may be better communication around how data is used. Customers are willing to share data with their institutions if it improves service and offerings. In our report, 55% said they are satisfied with how financial institutions use their data to provide relevant services \u2014 up from 45% in 2022.<\/p>\n\n\n\n<p>Consumers want financial institutions to <a href=\"https:\/\/www.salesforce.com\/form\/conf\/industries\/financial-services\/banking-C360-demo\/?leadcreated=true&amp;redirect=true&amp;sfuuid=48d60d7f-72f6-4791-a144-7155b40e28f0&amp;chapter=&amp;d=cta-conf-1&amp;player=&amp;nc=7013y0000022bPqAAI&amp;videoId=&amp;playlistId=\" target=\"_blank\" rel=\" noopener\">treat their data with care<\/a>. Once they\u2019re assured, many are willing to share information \u2014 as long as terms remain transparent. You should provide clear parameters around data security and how consumer data is being used.<\/p>\n\n\n\n<h2 class=\"has-large-font-size wp-block-heading\" id=\"h-make-the-most-of-today-s-financial-services-trends\">Make the most of today\u2019s financial services trends<\/h2>\n\n\n\n<p>Consumer expectations that financial services be easy and accessible 24\/7 are converging with a desire to return to a more traditional, human-centric model. It\u2019s not about one channel dominating the other. Instead, both digital and in-person experiences should work together to make sure customers can get the level of care they need, when they need it.&nbsp;<\/p>\n\n\n\n<p>While it can be challenging to balance both, it is necessary and worthwhile. Providing this level of service \u2014 on your customer\u2019s preferred channels \u2014 can lead the way to increased trust, loyalty, and growth.<\/p>\n\n\n\n<div class=\"layout-one wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\">What do your customers want most?<\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">We asked thousands of customers what they expect from their financial institutions and what is most important to them. Our latest report can help you take your company to the next level.<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/www.salesforce.com\/au\/resources\/research-reports\/financial-services-report\/\">Find out now<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t\t\t<\/div>\n\t<\/div>\n\n\t\t\t<div class=\"wp-block-offer__graphics wp-block-offer__contour\"><\/div>\n\t\n\t\t\t<!-- Standard Illustration -->\n\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__illustration\" src=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-illustration-layout-one.png\" alt=\"\">\n\n\t\t<!-- Small Accent Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__accent\" src=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-accent-layout-one.png\" alt=\"\">\n\t\t\n\t\t<!-- Left Side Illustration -->\n\t\t\n\t\t<!-- Cloud Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__cloud\" src=\"https:\/\/www.salesforce.com\/au\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-cloud-layout-one.png\" alt=\"\">\n\t\t\n\t<\/div>\n","protected":false},"excerpt":{"rendered":"<p>We asked thousands of consumers around the globe what they wanted from their financial services institutions. Their response? Personalised care and simple digital services.<\/p>\n","protected":false},"author":481,"featured_media":60703,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"sf_justforyou_enable_alt":true,"optimizely_content_id":"","post_meta_title":"","ai_synopsis":"","jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"sf_topic":[2484,2461],"sf_content_type":[],"coauthors":[2871],"class_list":["post-60599","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","sf_topic-digital-transformation","sf_topic-financial-services"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Financial Services Trends: 3 Things Customers Crave | Salesforces<\/title>\n<meta name=\"description\" content=\"Tapping into financial services trends, we asked over 6,000 customers what they want from their financial institution. Here&#039;s what they said.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.salesforce.com\/au\/blog\/financial-services-trends\/\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What Do Customers Want Most From Their Financial Institutions? We Asked Them\" \/>\n<meta property=\"og:description\" content=\"We asked thousands of consumers around the globe what they wanted from their financial services institutions. Their response? 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