Financial Services
Understanding the human needs and personal values that drive financial choice making.
The financial sector is in a state of unprecedented change coupled with high expectations from your existing and potential private and public sector customers and stakeholders. We can help identify and build alignment for your goals and strategy centered around the things your stakeholders value most to build and enhance your organization’s reputation, brands and offering.
Clients Served
Our Thinking
Transforming Trust in Modern Financial Services
Financial services can seem intimidating and inaccessible, especially for those who are not financially literate. A report from the National Financial Educators Council shows that 38% of individuals in a recent survey said their lack of financial literacy cost them at least $500 in 2022, including 15% who said it set them back by $10,000 or more.
Americans Still Worried About Inflation, Jobs, and Economy
An overwhelming majority of Americans continue to believe the country is seriously off on the wrong track (68%), according to our latest national survey. Inflation continues to dominate the issue agenda for Americans, with 39% saying it is the most important problem facing the country, with second-tier issues jobs & economy at 9% and immigration at the southern border also at 9%.
Trends to Watch, Part 1: Where will Americans put their dollars?
As behavioral scientists and strategy advisors, here are the trends that we’re watching for our clients, what we’re seeing in the data, and considerations from the thousands of consumers and stakeholder interviews from around the world.
Inflation and the Rising Cost of Identity Affect Consumerism
When inflation throws a wrench in people’s expectations, as well as into routines and habits centered around buying, many are forced to rethink their relationship to the things they own, the things they want, the stores they visit, and the capitalistic system in general.
A Call to End Victim Blaming
Heart+Mind recently partnered with both the FINRA Foundation and AARP—two organizations who are committed to ending the practice of victim blaming when it comes to targets of financial fraud.
Disrupt the Cycle of Chronic Fraud Victimization
The Fraud Landscape Financial scams and fraud are an ongoing and rapidly escalating problem. Approximately one out of every ten U.S. adults are victims of fraud each year, losing billions of dollars annually to criminals through a variety of scams, including...
Related to Financial Services
> Consumer Goods
> Technology