Imagine the marketing advantage a bank could achieve if it offered customers a simple statement at tax preparation time that reconciled all their accounts - from checking and mortgage to Treasury bonds and mutual funds.

Pursuing relationships has become the holy grail for retail bankers in the United States and in Europe, according to an extensive new survey on both sides of the Atlantic.

Limited Time Offer

Save $400 off your subscription. Special offer ends April 30, 2017.

14-Day Free Trial

No credit card required. Complete access to articles, breaking news and industry data.