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DECEMBER 2, 2025 |
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BNPL breakdown: How much did consumers spend with buy now, pay later (BNPL) services during the month of November? |
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A) $6.3 billion B) $7.8 billion C) $9.2 billion D) $9.0 billion |
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FINANCIAL MEDIA |
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US Bank offered cardholders exclusive discounts during its “Bonus Days,” per press release. |
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Rewards include double cash back, double rewards at certain retailers, 10% off gift card purchases, and select discounts on merchandise, all activated and available through US Bank’s shopping portals and app. |
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US Bank’s Bonus Days drive cardholders to its portals to make purchases and redeem limited-time rewards. Cardholders are more likely to complete a transaction with a US Bank card when taking advantage of card-specific deals, delivering valuable volume to the issuer. |
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In the long term, US Bank is training consumers to use the app for more than just checking balances or paying bills. |
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SEARCH MARKETING |
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From Q1 to Q2 2025, search share of voice (SOV) declined steeply for some banking sites. For example, Wells Fargo fell from 3.83% to 1.21% and NerdWallet from 3.66% to 1.68%. At the same time, StudentAid.gov entered the top five and ConsumerFinance.gov entered the top 10. |
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Product-focused websites, like comparison sites and those offered by financial institutions (FIs), become less relevant when consumers and businesses are concerned about the impact of events on their finances that nonbank websites address more effectively. The SOV data for Q4 could favor FIs given the government shutdown this fall. |
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DIGITAL PAYMENTS |
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PayPal merchants will now be discoverable within Perplexity, per a press release. |
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Perplexity users will be able to browse merchant catalogs and check out mid-chat through PayPal’s agentic commerce services, building on Perplexity’s “Buy with Pro” release. |
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Merchants include Abercrombie & Fitch, Ashley Furniture, Fabletics, Adorama, and NewEgg, with more to be added soon. |
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REPORT |
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Consumers’ expectations for innovative mobile banking experiences are evolving faster than banks can keep up. Our ninth annual study reveals the features customers now consider nonnegotiable—and how rising expectations and increasing willingness to switch are reshaping bank loyalty. |
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This deck covers: |
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The mobile features that 1,559 US mobile banking users value most in 2025
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Support for these features among the 10 largest US banks by domestic assets
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Which high-demand mobile features offer banks the greatest opportunity for differentiation |
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(EMARKETER subscription required to read the full report) |
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CHART OF THE WEEK |
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Key stat: Progressive Insurance led all US insurance sites/apps with 22.2 million unique visitors in September 2025, according to Comscore data. | | | |
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