2025 Report: Re-imagining the Future of Family Banking

A True Link Financial, Inc. Publication

Sign up to receive the 2025 Report when it is published. This in-depth report shares the hard data behind one of the most overlooked segments in banking today: the head-of-household financial caregiver.

When customers are helping a family member navigate life’s financial complexities, they remember the institutions that provided meaningful support in those critical moments. Our research shows that financial caregivers are a powerful loyalty engine and one of the smartest strategies for growth and differentiation in the digital age.