2025 U.S. Retail Banking Advice Satisfaction Study

The 2025 U.S. Retail Banking Advice Satisfaction Study is a report that examines the increasing demand for financial guidance among retail bank customers in the United States. The study reveals that a significant portion of customers, particularly those under 40, are actively seeking advice to navigate their financial challenges, with 26% expressing a strong interest in receiving guidance from their banks. Key topics of concern include budgeting, saving for emergencies, and strategies for improving financial health. The report also highlights that many existing advice services are underutilized, as one-fifth of customers have researched budget management services but did not use them. Customer satisfaction with retail banking advice remains stable, yet there is a notable increase in the recall of financial advice provided by banks. The study ranks Bank of America highest in customer satisfaction with a score of 621, followed by U.S. Bank and Chase. The findings are based on responses from 8,903 retail bank customers who received advice in the past year.