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Research Report 

Stemming the Deposit Outflow: The $2 Trillion Investing Opportunity for Banks and Credit Unions

This research delivers key learnings and an updated approach to help financial institutions address the outflow of deposits to fintech accounts. 

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What You’ll Learn in This Report

  • Why millennial and Gen Z consumers aren’t investing 
  • A framework that illustrates the reality that growth opportunities may exist outside your current geographic footprint 
  • A strategy for new product offerings that can help stem the tide of deposit outflows, attract more consumers, and generate revenue 

Report Stats At a Glance

$2.15 trillion

 

has shifted from megabanks, regional banks, and community financial institutions to fintech investment accounts.

65%

 

of deposit outflow to fintech investment accounts comes from Gen Xers and Boomers.

25%

 

of Gen Z and 26% of Millennial consumers plan to move a bank or credit union relationship to a fintech in the next 12 months.

Ready to See Real Results With Your Financial Institution?

Solutions from Cornerstone Advisors

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Performance

Cornerstone’s Performance solutions provide a wide range of consulting expertise to help clients identify opportunities to increase efficiency and productivity across their entire organization, whether it’s enhancing the digital experience or optimizing payments. We leverage these services with our proprietary tools, including Performance Vault and Analytics Vault. Armed with unparalleled insider data analytics and benchmarking intel, your bank or credit union will gain the confidence to make sound, data-driven decisions.

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Strategic Planning

Our Strategic Planning services will help your leadership answer the big questions—where are we, where could we be, how do we get there and what’s the impact. Our seasoned consultants will work with you to develop a strategic plan that will empower your organization to achieve tangible “right now” results, as well as build a roadmap for ongoing value creation and success.

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About Cornerstone Advisors

At Cornerstone Advisors, our goal is to deliver tangible business impact to financial institutions and fintechs. We know that when institutions improve their strategies, technology, and operations, enhanced financial performance naturally follows. Because we live by the philosophy that businesses can’t improve what they don’t measure, we show banks and credit unions how to use laser-focused measurement to make smarter technology decisions.