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