Want to know how your clients are really feeling about money in 2025? Back in December 2024, we surveyed our brokers and customers to gather insights about financial confidence levels, use of credit and which technology trends are gaining momentum. All the insights were then compiled into the Money On Your Mind Report 2025. Here’s what was said.
Wisr’s 5 key takeaways
Insights from brokers
Insights from consumers
A note from Nicole
Disclaimer: This article contains general information only, and is not general advice or personal advice. Wisr Services does not recommend any product or service discussed in this article. You must get your own financial, taxation, or legal advice, and understand any risks before considering whether a product or service discussed in this article may be appropriate for you. We have taken reasonable efforts to ensure that the information is accurate at the time of publishing, but the information is subject to change. We may not update the article to reflect any change.
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Download the full Money On Your Mind Report 2025 now.