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Research / Report
Monday, October 26, 2026
Appli
Financial Product Benchmarks | Personalization Through Engagement
Three studies built from Appli's calculator engagement data on financial-institution websites. What shoppers tell you when they run the numbers, what that is worth, and how to use it to personalize the next step: home equity, consumer lending and deposits.
Guide
Monday, September 14, 2026
SavvyMoney
Winning PFI in a Crowded Financial Market
This complimentary playbook explores how community financial institutions can compete for that relationship by creating more relevant digital experiences that turn everyday engagement into long-term growth.
Guide
Friday, September 4, 2026
SavvyMoney
The Growth Playbook for Financial Institutions
Consumers increasingly expect their financial institution to understand their needs and provide relevant, personalized guidance. For community banks and credit unions, delivering that experience can seem difficult when competing against institutions with massive technology budgets and dedicated data teams.
Guide
Wednesday, August 19, 2026
Bassett Capital Group
Do You Know What Your Credit Card Portfolio Is Actually Earning?
Your card program may be generating plenty of activity while quietly leaving significant margin on the table.
White Paper
Monday, July 27, 2026
Franklin Madison
Data Rich, Insight Poor: Why Financial Institutions Still Struggle to Act on Their Customer Data
Financial institutions are not short on data. Banks and credit unions know when consumers open accounts, move money, apply for loans, engage with digital channels, respond to campaigns, or shift their financial behavior. The signals are there. The challenge is turning those signals into action.
White Paper
Friday, July 24, 2026
Appli
Early 2026 Loan Calculation & Conversion Trends
The borrowers who need to act are converting at three times their share of traffic, while everyone else just browses. This whitepaper reveals the split your averages are hiding.
eBook
Wednesday, July 22, 2026
Franklin Madison
The Insurance Playbook for Financial Institution Growth and Consumer Loyalty
This expert-authored whitepaper reveals how banks can leverage their unique advantages—like low acquisition costs, rich data, and trusted brands—to enter the insurance market and become valuable one-stop financial partners. Download now to discover how your bank can turn insurance into a growth engine.
eBook
Friday, June 26, 2026
SavvyMoney
Only 14% of Gen Z Feel Financially Confident.
Gen Z has every financial tool at their fingertips and still feels lost. See what this generation actually wants from their FI, and how the institutions getting it right are turning credit guidance into lasting loyalty.
eBook
Wednesday, May 20, 2026
SavvyMoney
The 2026 Growth Playbook: Turn Personalization into Profit
The 2026 Growth Playbook for financial institutions is here. Learn how you can turn personalization into measurable growth-driving deeper engagement, stronger loyalty, and better conversion.
Guide
Wednesday, April 29, 2026
FI Strategies
Sales Not Just Service: How Credit Unions Drive Growth Through Modern Sales Culture
Service excellence is expected by today’s members, but growth requires more than great experiences. This guide explains how credit unions can embrace sales behaviors that uncover member needs, deliver meaningful financial solutions, and support long-term organizational growth.
White Paper
Wednesday, April 1, 2026
Franklin Madison
Is Cross-Sell Failing at Financial Institutions?
Cross-sell has long been viewed as a growth lever for financial institutions. The logic was simple: if consumers already trust you with one product, offering another should be easy. But today, that model is showing cracks.
White Paper
Monday, March 23, 2026
Franklin Madison