Financial Services Consumer Churn Analytics

**Overview**
This dataset provides daily insights into new financial services account openings and closings by consumers across 8 account types in the U.S. These include checking, savings, credit card, individual investment, retirement, auto loan, HELOC/HELOAN, and personal loan. Data is collected from consumers via surveys and includes the financial institution at which the account(s) was opened or closed, reasons for opening or closing, other providers considered, primacy, intended usage rates (e.g., funding amount), and respondent demographics and socioeconomic status.

**Use cases**

- Track brand-level acquisition and retention rates
- Understand why consumers are opening and closing accounts
- Identify why consumers select one provider over another
- Segment by primacy, timeframe, demographics/socioeconomics, geography

**Product details**

- Example of key variables included:
- Which Brands did you seriously consider when opening a new account?
- Which Brand did you open a new account with?
- Which brand is their primary bank, investment provider, and credit card issuer
- New account opened
- Primary or Non-primary?
- Additional, replacement, or first/returning account?
- Same or different brand (for additional/replacement)
- New account sources: Among “customers who came from a competitor, which competitor(s) did they come from?
- Reasons for opening
- Reasons for switching/closing an account
- Time period
- Demographics and Socioeconomics
- Age
- Generation
- Ethnicity
- Gender
- Zip Code
- Investable Assets
- Household Income
- Financial Outlook
- Credit Score