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

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  • U.S. Small-Midsize Business
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  • U.S. Credit Union
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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

Where banking meets life.

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There is great opportunity for credit unions to improve their service relationships with members. This is especially true when helping members find, evaluate and select financing and investment products related to key life events.

The primary bank is the first choice of consumers seeking financial assistance.

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According to PACE data for all U.S. consumers, when asked where they would turn for financial assistance for a key life event, consumers overwhelming cited their primary banking provider as their first choice.

U.S.A Credit Union - Life Events- Chart 1

Credit unions are losing customers before they can make contact.

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U.S.A Credit Union - Life Events- Chart 2

Unfortunately, first-choice intentions are rarely realized, as competitors move in to capture those customers — often before they have contacted their credit union. This can be seen in the low percentage of key accounts held by the credit union.

Opportunities for growth center around tying banking solutions to key life events.

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Credit unions need to align their marketing with the likelihood of key events in members’ lives. The key to driving such touchpoints is in-depth, targeted analysis of the demographic, transactional and socioeconomic data within their own systems.

U.S.A Credit Union - Life Events- Chart 3

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