Strong online communications and support are critical for banks to maintain and grow customer relationships in the wake of COVID-19.
While 55% of U.S. consumers are satisfied with their bank’s response, a significant portion feel that banks could have done more—such as providing more information about financial relief programs, offering more flexible payment options, and proactively reaching out to customers to offer COVID-19 assistance.
Consumer Agreement with Bank’s Response to COVID-19
- My bank communicated clearly and regularly about its response to COVID-19:
- Strongly agree: 17%
- Agree: 37%
- Neither agree nor disagree: 31%
- Disagree: 10%
- Strongly disagree: 5%
- My bank has offered financial relief programs (e.g., deferred payments, waived fees):
- Strongly agree: 13%
- Agree: 31%
- Neither agree nor disagree: 40%
- Disagree: 13%
- Strongly disagree: 3%
- My bank has offered flexible payment options (e.g., payment plans, loan modifications):
- Strongly agree: 10%
- Agree: 29%
- Neither agree nor disagree: 40%
- Disagree: 15%
- Strongly disagree: 6%
- My bank proactively reached out to offer COVID-19 assistance:
- Strongly agree: 8%
- Agree: 25%
- Neither agree nor disagree: 40%
- Disagree: 19%
- Strongly disagree: 8%
People in the United States are more satisfied than the global average, but 37% remain neutral or dissatisfied. Satisfaction drops sharply for those under 35 years old.
After 25 years, most banks have achieved a degree of digital maturity. The challenges facing the industry today are less about technology and more about delivering a truly differentiated experience and deepening relationships with existing clients.
Considering Changing Banks or Financial Institutions in the Next Year
- United States:
- 16%: Yes, I will change
- 19%: I’m considering change
- 65%: No, I will not change
- Global average:
- 14%: Yes, I will change
- 23%: I’m considering change
- 63%: No, I will not change
A majority of people in the United States feel confident in their ability to manage their money online, with 46% feeling very or somewhat confident, compared to 41% for the global average.
Confidence in Understanding How to Smartly Manage Money Online
- United States:
- Very confident: 22%
- Confident: 24%
- Somewhat confident: 31%
- Somewhat unconfident: 15%
- Not confident: 8%
Consumers use a mix of channels to interact with their banks, but online banking websites are the most frequently used channel in both the United States and globally.
Most Frequently Used Channel to Communicate or Interact with Banks
- United States:
- Online bank website: 45%
- Online bank mobile app: 25%
- In-person at bank branch: 19%
- Phone: 8%
- Other: 3%
- Global average:
- Online bank website: 43%
- Online bank mobile app: 22%
- In-person at bank branch: 21%
- Phone: 8%
- Other: 6%
Globally, 77% of respondents, regardless of age, use online or mobile channels to interact with banks most frequently. In the United States, 74% use online or mobile channels most frequently, with only 19% saying they visit their bank most frequently in person.
Diversification in the banking experience is key to satisfaction, as people regularly use multiple channels to manage money. Lack of connected customer experiences, delays in new service adoption, and a sense of being treated as a “number” are leading reasons for dissatisfaction, often related to receiving irrelevant content or missed offers.
Satisfaction with Different Digital Channels for Interacting with Banks
- My bank’s website (desktop):
- Very satisfied: 27%
- Satisfied: 38%
- Neither satisfied nor dissatisfied: 23%
- Dissatisfied: 8%
- Very dissatisfied: 4%
- My bank’s mobile app:
- Very satisfied: 25%
- Satisfied: 36%
- Neither satisfied nor dissatisfied: 25%
- Dissatisfied: 9%
- Very dissatisfied: 5%
- ATM or kiosk:
- Very satisfied: 22%
- Satisfied: 36%
- Neither satisfied nor dissatisfied: 28%
- Dissatisfied: 9%
- Very dissatisfied: 5%
- Phone:
- Very satisfied: 17%
- Satisfied: 32%
- Neither satisfied nor dissatisfied: 32%
- Dissatisfied: 13%
- Very dissatisfied: 6%
- In-person at branch:
- Very satisfied: 19%
- Satisfied: 34%
- Neither satisfied nor dissatisfied: 29%
- Dissatisfied: 12%
- Very dissatisfied: 6%
Reasons for Dissatisfaction with Ability to Perform Banking Activities (United States vs. Global)
- Checking account balance: 13% (US), 17% (Global)
- Depositing checks: 15% (US), 19% (Global)
- Transferring money: 16% (US), 20% (Global)
- Paying bills: 17% (US), 21% (Global)
- Applying for new products: 19% (US), 23% (Global)
- Receiving customer support: 21% (US), 25% (Global)
- Managing investments: 22% (US), 27% (Global)
To improve the digital banking experience, people want more personalized products, proactive communication, and the ability to manage their finances holistically. Banks should prioritize digital tools and content, providing real value for their feature seekers.
Desired Features from Financial Services Companies (United States vs. Global)
- Cashback partnerships for favorite retailers or services: 31% (US), 27% (Global)
- Comparison engines to optimize spending: 28% (US), 25% (Global)
- Personalized recommendations for saving and investing: 27% (US), 24% (Global)
- Instant rewards for using card or account: 26% (US), 23% (Global)
- Tools for managing money across all accounts: 25% (US), 22% (Global)
- Personalized content and offers: 24% (US), 21% (Global)
- Managing account through a virtual assistant: 19% (US), 17% (Global)
Online Shopping Trends
Online shopping continues to grow, as consumers have become more comfortable shopping online in the wake of COVID-19 lockdowns. The vast majority of shoppers say they plan to continue to shop online the same amount or more in the future.
Future Online Shopping Intentions
- United States:
- More: 32%
- About the same: 61%
- Less: 7%
- Global average:
- More: 32%
- About the same: 61%
- Less: 7%
In the first half of 2021, 82% of U.S. shoppers bought something online, and 60% bought from websites or apps based outside their home country. 44% expect to buy directly from a brand’s website, and 39% expect to buy products and services directly through a social media platform.
Channels Used for Online Shopping in the Past Six Months (United States vs. Global)
- Online retailer website or app: 68% (US), 66% (Global)
- Online marketplace: 54% (US), 62% (Global)
- Individual brand website or app: 41% (US), 44% (Global)
- Individual seller website or app: 27% (US), 32% (Global)
- Social media platform: 23% (US), 28% (Global)
- Subscription box: 13% (US), 17% (Global)
In the United States, consumers are most likely to shop online using a desktop or laptop computer (52%), followed by a smartphone or tablet (47%).
Device Used for Majority of Online Purchases (Selected Countries)
- United States: Desktop/laptop 52%, Smartphone/tablet 47%
- Canada: Desktop/laptop 54%, Smartphone/tablet 45%
- United Kingdom: Desktop/laptop 54%, Smartphone/tablet 45%
- France: Desktop/laptop 56%, Smartphone/tablet 43%
- Germany: Desktop/laptop 62%, Smartphone/tablet 37%
- Italy: Desktop/laptop 54%, Smartphone/tablet 45%
- Singapore: Desktop/laptop 41%, Smartphone/tablet 58%
- Hong Kong: Desktop/laptop 41%, Smartphone/tablet 58%
- Australia: Desktop/laptop 54%, Smartphone/tablet 45%
Consumers prefer to shop with and make purchases directly from brands. For shopping (60%), social campaigns and digital loyalty programs are the primary drivers of brand choice.
When Shopping Online, Consumers are More Likely to Buy from a Brand that Offers:
- A website or app that is easy to use: 48%
- Easy to find what they want: 44%
- Easy to compare products and prices: 41%
- Easy checkout: 39%
- Easy order tracking: 38%
- Easy returns: 36%
- Easy access to customer service: 34%
- Easy access to product reviews: 33%
- Easy access to product recommendations: 29%
- Easy access to personalized offers: 27%
- Easy access to loyalty rewards: 25%
- Chatbot or virtual assistant: 19%
- Subscription or replenishment service: 11%
Consumers are confident in their ability to use new technology (60%) and are more likely to adopt it when they see value in it. However, only 30% feel that companies are transparent about how their data is used. 60% of consumers say they are willing to share their data in exchange for offers, including discounts or free products. Offering real value is essential to build high engagement and trust.
More than half of consumers (57%) say they try to sign up for something new every month, and 41% say they have bought something online that they saw advertised on social media. However, 36% say they have bought something online that they later regretted. Retailers need to design for discovery and inspiration, and provide personalized incentives to keep shoppers engaged.
Agreement with Statements about Technology and Online Shopping
- I am confident in my ability to use new technology:
- Strongly agree: 21%
- Agree: 39%
- Neither agree nor disagree: 28%
- Disagree: 9%
- Strongly disagree: 3%
- I prefer online shopping experiences that are personalized to me:
- Strongly agree: 17%
- Agree: 36%
- Neither agree nor disagree: 32%
- Disagree: 11%
- Strongly disagree: 4%
- I am willing to share my data in exchange for offers, discounts or free products:
- Strongly agree: 18%
- Agree: 42%
- Neither agree nor disagree: 27%
- Disagree: 10%
- Strongly disagree: 3%
- I feel companies are transparent about how my data is used:
- Strongly agree: 7%
- Agree: 23%
- Neither agree nor disagree: 40%
- Disagree: 22%
- Strongly disagree: 8%
- I am likely to buy a product or service that I see advertised on social media:
- Strongly agree: 10%
- Agree: 31%
- Neither agree nor disagree: 36%
- Disagree: 17%
- Strongly disagree: 6%
Further Agreement with Online Shopping Behaviors
- I will abandon an online shopping cart if the checkout process is too long or complicated:
- Strongly agree: 32%
- Agree: 41%
- Neither agree nor disagree: 19%
- Disagree: 6%
- Strongly disagree: 2%
- I will sign up for loyalty programs to receive discounts or special offers:
- Strongly agree: 23%
- Agree: 41%
- Neither agree nor disagree: 27%
- Disagree: 7%
- Strongly disagree: 2%
- I have bought something online that I later regretted:
- Strongly agree: 13%
- Agree: 23%
- Neither agree nor disagree: 28%
- Disagree: 25%
- Strongly disagree: 11%
- I have bought something online that I saw advertised on social media:
- Strongly agree: 13%
- Agree: 28%
- Neither agree nor disagree: 29%
- Disagree: 20%
- Strongly disagree: 10%
- I follow, like or interact with my favorite brands online:
- Strongly agree: 16%
- Agree: 29%
- Neither agree nor disagree: 30%
- Disagree: 18%
- Strongly disagree: 7%
To improve the shopping experience, consumers want more relevant content, personalized offers, and the ability to manage their accounts and checkout with a single, unified payment option.
Most Requested Retailer Features that Influence Purchase Likelihood (United States vs. Global Average)
- Cashback promotions based on spending preferences: 37% (US), 31% (Global)
- Personalized offers based on spending preferences: 37% (US), 31% (Global)
- Ability to manage all accounts in one place: 33% (US), 27% (Global)
- Subscription or replenishment services: 30% (US), 25% (Global)
- Chatbots/virtual assistants to answer questions: 19% (US), 17% (Global)
- Virtual or augmented reality to “try on” or test products: 17% (US), 23% (Global)
- None of the above: 13% (US), 22% (Global)
More than half of consumers (57%) say they try to sign up for something new every month, and 41% say they have bought something online that they saw advertised on social media. However, 36% say they have bought something online that they later regretted. Retailers need to design for discovery and inspiration, and provide personalized incentives to keep shoppers engaged.
Telehealth Adoption and Preferences
Telehealth adoption is also increasing. Forty-one percent of U.S. respondents say they are more likely to use telehealth for their health care needs, outpacing other countries.
Have You Ever Seen a Health Care Provider Using Telehealth?
- Global average: 27% Yes, 73% No
- United States: 41% Yes
- Canada: 34% Yes
- United Kingdom: 31% Yes
- France: 24% Yes
- Germany: 21% Yes
- Italy: 27% Yes
- Singapore: 29% Yes
- Hong Kong: 27% Yes
- Australia: 32% Yes
In the first half of 2021, 80% of U.S. patients say they had a visit with a doctor or other health care provider, and nearly half say they delayed or put off seeing a health care provider during this period.
In the Past Six Months, Have You Had a Visit with a Doctor or Other Health Care Provider?
- Global average: 70% Yes, 30% No
- United States: 80% Yes, 20% No
In the Past Six Months, Have You Delayed or Put Off Seeing a Health Care Provider?
- APAC: 41% Yes, 59% No
- EMEA: 47% Yes, 53% No
- United States: 49% Yes, 51% No
- Global average: 47% Yes, 53% No
While the majority of the visits were in-person, nearly one in four U.S. patients saw their provider via telehealth, in addition to their in-person visit.
Where Did You See Your Health Care Provider?
- In person: United States ~70%, Global ~75%
- Telehealth (phone): United States ~10%, Global ~8%
- Telehealth (video): United States ~13%, Global ~8%
- Telehealth (chat): United States ~2%, Global ~2%
- Other: United States ~2%, Global ~2%
- No visit: United States ~20%, Global ~25%
For U.S. patients who decided to delay care, the top reasons were COVID-19 concerns (47%), lack of available appointments (27%), and lack of telehealth options (20%).
Factors Affecting Decision to Delay Care (United States vs. Global)
- COVID-19 concerns: 47% (US), 41% (Global)
- Lack of available appointments: 27% (US), 25% (Global)
- Lack of telehealth options: 20% (US), 16% (Global)
- Cost: 18% (US), 19% (Global)
- Lack of insurance: 13% (US), 13% (Global)
- Lack of transportation: 10% (US), 12% (Global)
- Other: 8% (US), 10% (Global)
Patients in the United States anticipate using telehealth more often going forward (49%) after the pandemic subsides.
After the COVID-19 Pandemic Has Subsided, Do You Think You Will Use Telehealth Services More or Less in the Future?
- United States: More 49%, About the same 24%, Less 24%
- Global average: More 32%, About the same 28%, Less 28%
Men in the U.S. are slightly more open to using telehealth more in the future:
- Male: More 51%, About the same 24%, Less 21%
- Female: More 47%, About the same 24%, Less 27%
- All: More 49%, About the same 24%, Less 24%
By Age Group in the United States
- 18-24: More 53%, About the same 23%, Less 23%
- 25-34: More 51%, About the same 23%, Less 25%
- 35-44: More 51%, About the same 23%, Less 25%
- 45-54: More 47%, About the same 24%, Less 27%
- 55-64: More 41%, About the same 27%, Less 31%
- 65+: More 41%, About the same 27%, Less 31%
To improve telehealth experiences, patients want the ability to schedule appointments online or with a mobile app, receive reminders and instructions before the visit, and have more comprehensive communication before and after the visit with continued outreach.
Desired Services to Improve the Telehealth Experience (United States vs. Global)
- Ability to schedule next appointment online or with a mobile app: 44% (US), 38% (Global)
- Ability to receive reminders and instructions before visit: 41% (US), 36% (Global)
- Ability to easily pay for visit online or with a mobile app: 38% (US), 33% (Global)
- More complete pre-visit health assessment: 36% (US), 32% (Global)
- More comprehensive communication before and after visit: 35% (US), 31% (Global)
- Telehealth-specific instructions: 33% (US), 29% (Global)
- None of the above: 13% (US), 18% (Global)
Summary
In summary, in the first half of 2021, 80% of U.S. patients had a visit with a doctor or other health care provider, and nearly half delayed or put off seeing a provider during this period. To improve telehealth experiences, patients want the ability to schedule appointments online or with a mobile app, receive reminders and instructions before the visit, and have more comprehensive communication before and after the visit with continued outreach.