What’s inside?

Financial institutions' ultimate goal for customer acquisition should be to win the primary banking relationship. While the industry agrees, there remains many unknowns around how to define primacy, how to measure it, and what types of customer experiences are required to achieve it.

In this study, we dig into:

• The elusive goal of profitable growth in banking
• How financial institutions should adapt to keep up with marketplace changes
• The need to bake primacy into customer acquisition measurement and strategies