Create Great Borrower Experiences

Mortgage servicers looking to keep customers engaged have a straightforward place to start: make managing their mortgage online easier.

This webinar reveals what younger customers expect from checking accounts and what’s driving the competitive shift in the market. Millennials and Gen Z are reshaping checking expectations. The outlook for traditional banks is becoming increasingly complex. In this session, our experts examine the key forces shaping younger customer preferences, including how financial confidence, tools and features, and competitive pressure are influencing satisfaction and loyalty. Financial Confidence and the Future of Checking Real-time balance visibility, fee avoidance, rewards, and alerts are pulling customer expectations in new directions. Meanwhile, online banks and fintechs are reshaping what customers consider essential. This session brings together customer research, competitive benchmarking, and generational analysis to uncover what younger customers actually value and what will define checking strategy for the next 12 to 24 months. Meet our experts Hear from our industry experts with deep knowledge of generational banking research: Jennifer WhiteManaging Director, Financial Services, JD Power Paul McAdamSenior Director, Financial Services, JD Power Who This Webinar Is For This session is designed for professionals who understand customer data and competitive positioning, including: Retail banking executives and strategists Checking product leaders Customer experience and CX professionals Marketing and insights leaders Competitive intelligence and research analysts What you’ll learn Understanding how generational preferences, financial confidence, and competitive positioning are shaping checking allows you to act proactively and stay ahead. Understand Generational Priorities: See what Millennials and Gen Z actually value in checking and how they differ from each other. Learn which features build confidence versus which are simply expected. Benchmark Competitive Performance: See how online banks and fintechs are outperforming traditional banks and where the gaps are widening. Understand which strategies are winning in the market. Identify Investment Opportunities: Understand which features and capabilities deliver ROI and where to focus resources. Prioritize product investments based on what actually drives loyalty. Stay Ahead of the Curve: With generational expectations rising and fintech competition accelerating, the market is shifting fast. This webinar gives you the intelligence you need to understand younger customers, anticipate competitive risks, and make smarter product and strategy decisions.

This Banking and Payments Intelligence Report dives into key data points gathered from JD Power studies and proprietary market data to offer a by-the-numbers perspective on the financial health of U.S. consumers.

The value of rewards and benefits has emerged as a critical differentiating factor among credit cardholders in Canada.