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Trust Is the New Currency in Financial Services and Customers Are Setting the Terms


In financial services, trust has always been foundational. But today, it’s being redefined, not by brand reputation or policy language, but by how customers experience speed, control, and transparency in real time. 

According to Adobe’s report, “State of Customer Experience in Financial Services in an AI-Driven World,” 96% of financial services executives say customers value privacy and data protection, and 63% say they expect transparent pricing. These have become operational expectations, and they’re shaping how trust is built moment by moment.

Trust Is Built in the Details Customers Can See

A face-ID login. A real-time transaction alert. A personalized financial nudge. These micro-moments now carry more weight than any static privacy policy. Customers judge trustworthiness by how responsive and secure their digital experiences feel—especially when managing sensitive tasks like wire transfers, credit approvals, or investment decisions. 

In this new landscape, trust is engineered, not assumed ...


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