By The Numbers: Gen Z Banking Habits Survey

by Logan Mine | Jul 2, 2025 | Consumer Surveys, Education Surveys, Finance Surveys, In the News

For Digital Federal Credit Union (DCU) we conducted a Gen Z Banking Habits survey of 1,298 teens and adults aged 13-28 from February 28 and March 31, 2025. We found that 54% of Gen Z are not confident about the state of the economy in 2025, but 61% feel confident with...

Greenlight Survey Data Reveals Family Financial Wellness as a Growth Opportunity for Financial Institutions

by Logan Mine | Jun 11, 2025 | Consumer Surveys, Education Surveys, Finance Surveys, In the News

For Greenlight, we conducted an online survey of 1,043 U.S. parents who work full-time and have children 8-18. The survey was fielded February 4 to 6, 2025, and we found that a majority of respondents (70%) report experiencing financial anxiety weekly, and financial...

Nearly One-Third of Advisors Plan to Allocate 20% or More of Client Portfolios to Private Markets in 2025, Hamilton Lane Private Wealth Survey Finds

by Logan Mine | Jan 29, 2025 | Business Intelligence and Data Analytics Surveys, Finance Surveys, In the News, Worldwide Surveys

We recently published Hamilton Lane’s INSIGHTS Annual Global PrivateWealth Survey [PDF], which we conducted from October 29 to December 4, 2024. The 320 global respondents included private wealth firms, RIAs, family offices and other advisor professionals from...

INB and Greenlight Team Up to Provide Families With Free Financial Literacy Tools For Young People

by Logan Mine | Nov 5, 2024 | Consumer Surveys, Education Surveys, Finance Surveys, In the News

We conducted a survey for financial management company Greenlight in March 2024, with 2,310 participants, including children aged 10-19, and their parents. The study found that 91% of young people feel that financial skills are essential to accomplish life goals, with...

Most Consumers View Bank Marketing as Impersonal and Unengaging: Persado

by Logan Mine | Oct 31, 2024 | AI and Machine Learning Surveys, Consumer Surveys, Finance Surveys, In the News, Professional Service Surveys

For AI company Persado we conducted a survey of 1061 US consumers to gather feedback about how AI can be used to make banking easier. The study, which was carried out from August 16-20, found that 75% of respondents believe that Artificial Intelligence is acceptable...

Survey: Nearly Half of Canadian Small Businesses Face Fiscal Challenges Due to a Lack of Financial Literacy

by Logan Mine | Oct 2, 2024 | B2B Surveys, Finance Surveys, In the News, Small Business Surveys

For Xero we surveyed more than 1,200 self-employed small business owners with 50 or fewer employees across North America, including more than 250 in Canada. The aim of the study was to get an understanding of financial literacy in small business owners, and we found...