- What causes friction between financial institutions and trusted advisers?
- How can lenders and trusted advisers work more collaboratively for the combined benefit of their shared consumer clients?
- What operational strategies and technology are needed to implement these approaches?
Consumer data in this report was collected via an online survey fielded in April 2020, consisting of 1,000 consumers who obtained at least one mortgage or auto loan or lease on or after January 2018.
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