2026 Industry Report
U.S. Executive Insights: Financial Marketing ROI & Channel Effectiveness
Secure early access to Fintel Connect in conjunction with Cornerstone Advisors' inaugural national report with peer insights on marketing channel effectiveness in financial services.
Uncover exclusive insights on how executive teams at credit unions, national and enterprise banks allocate marketing budgets, evaluate marketing channel performance, and define what drives ROI in financial services in 2026.
Exclusive Report
See where marketing spend generates returns in financial services
Who Is This Report For?
- C-suite executives at credit unions, and community, regional, and national banks
- Senior marketing leaders driving strategy, budget allocation, and growth initiatives
- Teams managing channel performance and evaluating how partner/affiliate marketing can scale within their marketing mix
Report Collaboration
- Cornerstone Advisors: For over 20 years, Cornerstone has advised banks and credit unions nationwide, helping them improve profitability, efficiency, and marketing performance. Cornerstone leads the research, survey design, and production of the final report.
- Fintel Connect: A leading provider of affiliate marketing services, Fintel Connect brings industry expertise, client case studies, and data insights to complement the research. Together, Cornerstone and Fintel Connect ensure the report reflects real-world experience and rigorous analysis.
Why You Need Early Access
- See which channels consistently drive acquisition, cross-sell, and brand growth.
- Benchmark your strategy against peers across credit unions, community, regional, super-regional, and national banks — making your annual plan board-ready and defensible.
- Discover which tactics truly deliver efficiency and measurable results.
- Gain actionable insights to prioritize spend, optimize ROI, and confidently justify decisions to your board.
Check Out Our Latest Releases While You Wait
- Competing for Visibility in the Age of AI
- 2025/26 Financial Industry Affiliate Marketing Report
- 2025 Cost-Per-Acquisition Benchmarking Guide
Report
Competing for Visibility in the Age of AI
This report reveals how to position your brand to be discovered, cited, and trusted with actionable strategies to ensure your financial institution shows up where it matters the most: when customers are ready to engage and convert.
This guide provides exclusive insights into AI-driven visibility trends, helping you:
- Benchmark your brand’s visibility across AI-powered platforms to see how you compare to peers
- Understand the role of affiliates and publishers in driving trust, citations, and discovery in LLM-generated results
- Identify strategic levers to stay visible as consumer discovery shifts from traditional search to conversational AI
- Implement actionable tactics to position your financial institution where customers are ready to engage and convert
REPORT
2025 Financial Affiliate Marketing Report
We surveyed 100+ top affiliates and publishers in financial services to uncover industry predictions, priorities, challenges, and opportunities shaping the year ahead.
This includes:
- Business and consumer priorities in the US vs Canada
- Top growth areas for different products
- Most popular new marketing tactics
- Biggest anticipated risks for financial marketers
- How affiliates see themselves in the marketing value chain
GUIDE
2025 Cost-Per-Acquisition Benchmarking Guide for Financial Services: How to Drive Growth and Optimize Spend
See what factors influence CPAs and where marketplace rates are across financial products, channels, and payout models.
This guide provides exclusive insights into CPA trends, helping you:
- Compare your acquisition costs against industry trends
- Identify areas of opportunity to optimize spend across channels
- Refine payout modeling to win deals with top affiliate partners
- Adapt to market trends influencing acquisition costs in 2025
Check Out Our Latest Releases While You Wait
- Read More: Competing for Visibility in the Age of AI +
- Read more: 2025/26 Financial Affiliate Marketing Industry Report +
- Read More: Cost-Per-Acquisition Guide +
Report
Competing for Visibility in the Age of AI
This report reveals how to position your brand to be discovered, cited, and trusted with actionable strategies to ensure your financial institution shows up where it matters the most: when customers are ready to engage and convert.
This guide provides exclusive insights into AI-driven visibility trends, helping you:
- Benchmark your brand’s visibility across AI-powered platforms to see how you compare to peers
- Understand the role of affiliates and publishers in driving trust, citations, and discovery in LLM-generated results
- Identify strategic levers to stay visible as consumer discovery shifts from traditional search to conversational AI
- Implement actionable tactics to position your financial institution where customers are ready to engage and convert
REPORT
2025 Financial Affiliate Marketing Report
We surveyed 100+ top affiliates and publishers in financial services to uncover industry predictions, priorities, challenges, and opportunities shaping the year ahead.
This includes:
- Business and consumer priorities in the US vs Canada
- Top growth areas for different products
- Most popular new marketing tactics
- Biggest anticipated risks for financial marketers
- How affiliates see themselves in the marketing value chain
GUIDE
2025 Cost-Per-Acquisition Benchmarking Guide for Financial Services: How to Drive Growth and Optimize Spend
See what factors influence CPAs and where marketplace rates are across financial products, channels, and payout models.
This guide provides exclusive insights into CPA trends, helping you:
- Compare your acquisition costs against industry trends
- Identify areas of opportunity to optimize spend across channels
- Refine payout modeling to win deals with top affiliate partners
- Adapt to market trends influencing acquisition costs in 2025