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Forrester: Path to Open A Checking Account

The expectation today is that any desired information or service will be available on any device, in context, at their precise moment of need. Financial organizations, however, must remain keenly aware of the unique journeys in which prospects proceed along the purchase pathway for each of their products. In seeking to understand how customers are proceeding down the purchase pathway for four different financial products, Deluxe Corporation commissioned Forrester Consulting to conduct an online survey of 3,597 adults in the US who had Opened a checking account, savings account, IRA, or certificate of deposit (CD), or applied for and obtained a new mortgage, refinance, home equity loan, auto loan, credit card, or personal loan/line of credit.

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