Market research, spending data, consumer behavior and industry forecasts.
UMB outlines a coordinated planning process covering assets, liabilities, protection, retirement and gift or estate considerations, with regular reviews.
Fieldpoint Private’s Giving Tuesday paper compares charitable remainder trusts and the timing of distributions to donors and charities.
UMB’s November 2025 guide covers medical bills, childcare, baby supplies, savings accounts and financial documents for new parents.
Jifiti’s 2025 holiday guide discusses lending APIs, virtual cards and merchant integrations for consumer and B2B financing.
The partners compare a mailed cash incentive with a physical card linked to digital rewards, examining survey recruitment and program costs.
UMB’s November 2025 holiday guide covers expenses beyond presents, including workplace gifts, deliveries, events and travel incidentals.
Visa Business and Economic Insights forecasts a 4.6% year-over-year increase in total US retail sales for the 2025 holiday season, with shoppers planning to spend an average of…
UMB’s charitable giving guidance combines a household donation budget, group contributions and recurring support for selected nonprofits.
InComm’s October 2025 analysis links planned gift card purchases with shopper concerns about prices, tariffs and holiday budgets.
Experiments with EveryAnswer and Virtual Incentives examine survey topics, gift card values and completion, finding larger offers were not always better.
Runa links its Q4 2025 reward recommendations to spending on everyday essentials, experiences, wellness and dining.
An account of a developer’s first three months at Runa describes pairing, technical decision records and early contributions.
