How are people managing their finances? Do they view financial institutions as partners? What tools and services would make their lives easier? The quarterly consumer trends survey from Fiserv provides answers and insights.

Expectations & Experiences builds on 15 years of Fiserv-sponsored survey data to help clients understand consumer preferences and drive satisfaction, loyalty and profitability. Key findings in this survey on household finances include:

  • A majority of people report high satisfaction with their primary financial provider, including 26 percent who rate their provider a perfect 10
  • Early millennials (ages 18-24) are less satisfied than the overall population and report more need for tools and advice
  • U.S. adults give themselves a "B" for short-term financial responsibilities like paying bills, but only a "C+" for long-term goals like saving for college or retirement