Trends Report

Forrester Infographic: Corporate Values Can Help US Financial Services Firms Earn Customer Trust

July 14th, 2021
With contributors:
Laura Koetzle , Corrado Loreto , Sam Bartlett

Summary

Financial services firms that embrace sustainable business models have an opportunity to earn customer trust and win over values-based consumers. COVID-19 has brought more focus on values, and customers expect their financial services providers to act ethically and honestly, but trust in US financial services firms varies hugely by brand. Globally, financial services firms do not see corporate social responsibility (CSR) as a critical business priority. Leaders who are implementing sustainability policies prioritize operations and reporting over strategy and governance or partner management. Read this infographic to understand how sustainability and corporate values are reshaping financial services.

Want to read the full report?

This report is available for individual purchase ($1495).

Forrester helps business and technology leaders use customer obsession to accelerate growth. That means empowering you to put the customer at the center of everything you do: your leadership strategy, and operations. Becoming a customer-obsessed organization requires change — it requires being bold. We give business and technology leaders the confidence to put bold into action, shaping and guiding how to navigate today's unprecedented change in order to succeed.