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TECH BUYER Jan 2019 - IDC Perspective - Doc # CA44506419

Canadian Financial Services Survey: Consumer Financial Services Preferences, 2018

By: Robert Smythe, Jason BremnerResearch Vice President, Industry and Business Solutions

Table of Contents

Executive Snapshot

Figure: Executive Snapshot: 2018 Canadian Consumer Banking Channel Preference Survey

Situation Overview

Figure: Overall Respondents' Satisfaction with Prime FIs

Figure: Respondents' Satisfaction with Their Prime FI

Figure: Channels Most Often Used by FI Clients

Figure: Clients' Methods of Interfacing Directly with FI Staff

Figure: Clients Use Digital Channels to Interface with Their FI

Figure: Account Opening Preference — Direct or with Staff Assistance

Figure: Preference for Staff Assistance When Opening Accounts

Figure: Preference When Opening Accounts Without the Need for Staff Assistance

Figure: Preferred Method to Make an Investment or Get a Mortgage or Loan

Figure: Preferred Way to Make an Investment or Get a Mortgage or Loan with Staff Assistance

Figure: Preferred Way to Make an Investment or Get a Mortgage or Loan Without Staff Assistance

Figure: Preferred Method to Get Financial Advice

Figure: Preferred Way to Get Financial Advice with Bank Staff Assistance

Figure: Preferred Way to Get Financial Advice Without Bank Staff Assistance

Advice for the Technology Buyer

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Related Research

Methodology

Appendix: Survey Respondents

Figure: Prime FI

Figure: Age Distribution

Figure: Tech Maturity

Figure: Smart Assistant Used

Figure: Frequency of Use of Smart Assistant

Synopsis

Content


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