The next chapter for Australian financial services

In a sector obsessed with efficiency, it's easy to forget that finance is deeply personal.

That's the provocation at the heart of The Research Agency's new whitepaper: Confidence, Connection and Change: The Next Chapter for Australian Financial Services. It's one we think is worth considering.

At TRA, we've been researching how Australians really feel about their financial services brands: where trust is being built, where it's quietly eroding, and what the next wave of change - from the $5 trillion intergenerational wealth transfer to shifting attitudes toward ownership and savings - means for the brands trying to stay relevant.

This whitepaper presents  a series of provocations for marketing leaders:

- Have we streamlined our way out of genuine connection?
- Are we building real confidence, or just adding more information?
- Are we ready for the needs of a more diverse Australia?
- Are we prepared for the $5 trillion handover?
- Are we rethinking savings in the access economy?

Complete the form below to access the whitepaper.