What if everything you assumed about how consumers perceive your financial institution—versus a fintech—was wrong?

In our latest webinar with Ron Shevlin from Cornerstone Advisors, we unpacked Billions Lost: The Cost of Bankers’ Myths, a new report that challenges conventional thinking in the banking world. From how consumers view their providers, to what actually deepens relationships post-account opening, this discussion pulled no punches.

Here are a few moments you don’t want to miss:

• “Consumers don’t make the mental distinction between a bank, a credit union, a fintech…” – Do your product decisions reflect that?
  
  
• Fintechs aren’t disrupting banking—they’re expanding it. Are you treating them like partners or threats?
  
  
• If your product isn’t useful or differentiated, no amount of marketing can save it. Branding doesn’t mask broken experiences.
  
  
• Financial health tools are table stakes—but the real opportunity is in helping consumers improve financial performance.
  
  
• Engagement with credit scores and digital tools isn’t just interaction—it’s intent. And intent signals opportunity.

Curious about what your customers are really telling you? 

Watch the webinar to hear what your peers—and competitors—are already acting on. And don’t forget to grab the full report to explore the data behind the conversation.

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Editorial Note: This content is the author’s opinion, expression, and/or recommendation(s).