The 2017 PACE Report provides meaningful, actionable insights for becoming and remaining your customers' first choice in financial institutions.

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Each report reflects country-specific research to provide better insight into what local consumers want. Choose your country of interest:


For the US market, we have created three meaningful, actionable reports for becoming and remaining the first choice for your customers' financial services. Please select the relevant report below.


Life Events

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Where banking meets life.

Opportunities abound for UK banks to grow by better positioning themselves as advisor and their customers, helping them plan and save for life events and realize their financial aspirations.

Collectively, Gen Xers and senior millennials are high-income, highly active banking customers.

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Both senior millennials and Gen Xers are nearing the height of their earning potential, making more than $33,000 annually. Due to their age ranges (26-51), they're also at the time of their lives when they experience the biggest financial changes, such as purchasing a home or automobile.

UK - UK Life events - Chart 1

Banks can grow by supporting customers in achieving their financial aspirations.

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UK - UK Life events - Chart 2

Well over half of young and senior millennials, and nearly half of Gen X, have at least one major event planned within the next two to three years. The good news is that the primary banking provider has a significant edge over the competition as the first choice for assistance with finances.

One potential solution is to offer feature-rich, personal-financial management apps.

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Despite their preference for digital banking, Gen Xers and senior millennials are most comfortable with an in-person financial advisor. This suggests that UK banks could benefit from initiating such interactions through well-timed outreach as well as by making more financial advice and information easy to access via digital channels.

UK - UK Life events - Chart 3

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