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Jim Marous, Jim Marous, notes that while banks and credit unions possess some of the most valuable financial data, the primary challenge is not collecting this information but enabling smaller institutions to analyze and act on it in real time.
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Earlier this year, Jim Marous noted the shift of digital banking platforms from support roles to central channels for customer transactions in Financial institutions expanded digital banking roles. In a separate report, he stated that 67% of financial marketing personalization in 2026 will focus on audience list selection, according to Jim Marous: Personalization in 2026 research is mainly audience targeting. These observations highlight areas where data and analytics are increasingly important to financial providers.