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"Consumer Behavior Index: The New Rules of Financial Services Discovery"

Learn how leading financial brands are winning with AI, social, and real trust signals.

The client journey has changed—and it’s not going back.

Traditional search is breaking down. AI, social platforms, and Gen Z behaviors are reshaping how people discover and choose financial institutions. Today’s clients are no longer funnel-followers. They’re discovery-driven, hopping across platforms like TikTok, Google, Instagram, and ChatGPT in a nonlinear path fueled by curiosity, skepticism, and peer validation.

In this SOCi exclusive white paper, we break down the four biggest behavioral shifts transforming financial services discovery.

Based on a national survey of 1,000+ U.S. consumers, this report uncovers the new rules of client trust, visibility, and brand relevance—backed by data, platform insights, and real-world implications for banks, lenders, and wealth managers. You’ll learn:

• Why 73% of consumers now discover financial brands on social media
• Why Gen Z uses 3.6 platforms before making a decision,
• How unbranded “near me” searches are replacing institutional loyalty.

Whether you manage a regional credit union or a national financial network, this report is your roadmap to winning in a discovery-first world.

Download now to access practical strategies, proven stats, and expert insights that help financial marketers lead where modern clients are looking.

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