US Financial Industry Insights


To provide insights about the US financial industry in the following key areas:

What are some financial category truths during the spring/summer that happen year over year in the financial industry that we can expect?
Are any financial brands anticipating launching any products/programs during the spring/summer this year? (Bank of America, Chase, Wells Fargo, Citi Bank, Capital One, First Republic Bank, City National Bank, SDCCU, Bank of the West, Ally, Marcus)
What specific events happening this year might have an impact on spring/summer banking product purchase decisions/advertising to include any expectations/historical comparisons? (election, economy, coronavirus, olympics)

in order to inform a campaign for Union Bank.

Early Findings

Our research on recurring seasonal patterns that happen year over year in the US financial industry revealed insights. Here are key pieces of information we found:

US Financial Industry Insights

Recurring Seasonal Patterns in Spring/Summer:

Proposed next steps:

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