The global banking & payments industry experienced a 52% drop in company filings mentions of financial wellness in Q4 2023 compared with the previous quarter, with the highest share accounted for by ANZ Group with 87% year-on-year decrease, according to GlobalData’s analysis of over 112 banking & payments company filings. GlobalData’s Banking & Payments: Filings Trends & Signals Q4 2023 report delves into earnings call transcripts and quarterly reports within the industry, extracting trends, signals, and comparative data to help businesses assess their performance, identify competitive intelligence, evaluate risks, and gain a comprehensive understanding of key industry events. Buy the report here.

Notably, financial wellness was one of the most frequently referenced themes in Q4 2023, ranking highest in terms of mentions, ahead of connectivity and cyber insurance, according to GlobalData.

Of the top leading companies in the banking & payments industry, ANZ Group had the greatest increase in references for financial wellness in Q4 2023, compared with the previous quarter. GlobalData identified nine financial wellness-related sentences in the company's filings and a decrease of 87% in Q4 2023 compared with Q4 2022. Capital One Financial’s mentions of financial wellness rose by 17% to 7 and Goldman Sachs Group’s by 40% to 3 and PNC Financial Services Group’s by 200% to 3.

GlobalData’s Company Filings Analytics also applies sentiment weight to reference sentences, based on whether the sentences are positive, negative, or neutral. Starting at 100 in 2020, an index over 100 is more positive. The overall index for financial wellness in Q4 2023 was 105.

For further understanding of GlobalData's Banking & Payments: Filings Trends & Signals Q4 2023, buy the report here.

This content was updated on 8 January 2024

Premium Insights


The gold standard of business intelligence.

Blending expert knowledge with cutting-edge technology, GlobalData’s unrivalled proprietary data will enable you to decode what’s happening in your market. You can make better informed decisions and gain a future-proof advantage over your competitors.


GlobalData, the leading provider of industry intelligence, provided the underlying data, research, and analysis used to produce this article.

GlobalData’s Company Filings Analytics uses machine learning to uncover key insights and track sentiment across millions of regulatory filings and other corporate disclosures for thousands of companies across the world’s largest industries.