By Fiserv - Expectations and Experiences: Managing Finances in the Digital Age

How are people managing their finances? What tools and services would make their lives easier? This quarterly consumer trends survey from Fiserv provides answers and insights to help financial institutions understand consumer preferences and drive satisfaction, loyalty and profitability.

Key findings in this survey on household finances include:

  • A majority of people report high satisfaction with their primary financial provider, including 26 percent who rate their provider a perfect 10
  • Early millennials (ages 18-24) are less satisfied than the overall population and report more need for tools and advice
  • U.S. adults give themselves a "B" for short-term financial responsibilities like paying bills, but only a "C+" for long-term goals like saving for college or retirement