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Consumer Technographics

Consumer Technographics® North American Financial Services Benchmark Recontact Survey, 2018 (US)

Surveyed Date
June 2018
Number of Respondents



  • General finance
  • Alternate financial services
  • Banking activities by channel
  • Mobile banking features
  • Alerts
  • Insurance
  • Investments
  • Money management
  • Automated investment managers
  • Credit cards
  • Loyalty and top of wallet
  • Payments
  • Financial account closure
  • Mobile preferences
  • Social media
  • Emerging technology
  • Privacy and security
  • Money transfers


The Forrester Analytics Consumer Technographics North American Financial Services Benchmark Recontact Survey, 2018 (US) was fielded in February and March 2018. This online survey included 11,109 respondents in the US between the ages of 18 and 88. For results based on a randomly chosen sample of this size, there is 95% confidence that the results have a statistical precision of plus or minus 0.93% of what they would be if the entire population of US online adults (defined as those online weekly or more often) had been surveyed.

Forrester weighted the data by age, gender, income, broadband adoption, and region to demographically represent the US online adult population. The survey sample size, when weighted, was 11,109. (Note: Weighted sample sizes can be different from the actual number of respondents to account for individuals generally underrepresented in online panels.) Please note that the programming language herein reflects the survey respondent base for each question. Bases for specific questions have been changed in published data for increased clarity. Therefore, the base in published data may not match the base language in this document. Research Now fielded this survey on behalf of Forrester. Survey respondent incentives included points redeemable for gift certificates.

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