2017 Expectations & Experiences: Borrowing and Wealth Management

Life's Most Important Events

For most people, borrowing and investing money are more than just transactions. They’re financial decisions about stability, financial security and their future. With the weight of these decisions, understanding how people engage is even more important for financial providers seeking to create better financial experiences and outcomes for their customers.

Do consumers want to start a loan application by smartphone and finish it in person? When do they prefer to communicate with advisors, and how? How much does prior experience with a lender matter when it’s time to get a new loan?

For insights into these questions and other choices consumers make, download our report, 2017 Expectations & Experiences: Borrowing and Wealth Management.


Complete this form to access the consumer trends survey paper Expectations & Experiences: Borrowing and Wealth Management. Plus, learn more with the additional resources below.

Who's Using Voice Banking?

Expectations & Experiences: Channels and New Entrants reveals how many are already using these devices for banking and how many would like to.

How Do People Pay?

Seamless, real-time payments options top consumers’ wish lists. Learn more in 2017 Expectations & Experiences: Consumer Payments

About Expectations & Experiences

Conducted by Harris Poll on behalf of Fiserv, Expectations & Experiences is one of the longest running surveys of its kind and builds on years of longitudinal consumer survey data. The survey provides insight into people's financial attitudes and needs, enabling organizations to design and drive adoption of services that improve consumer financial health, loyalty and satisfaction.