The new economics of neobanking

Global banking trends and insights

Neobanking has gone mainstream

What the world’s fastest-growing digital banks reveal about the future of retail banking

Neobanks are no longer niche challengers. Across regions, digital-first banks are now competing head-to-head with traditional institutions for customers, engagement, and relevance.

Simon-Kucher’s global neobanking research examines how this shift is reshaping retail-banking economics, and what banks must do to succeed as digital banking becomes the default.

Why neobanking looks different today

Digital banks are winning the customer acquisition battle, but the economics tell a more nuanced story. Across markets, our research shows:

  • Neobanks now capture close to 40% of new banking relationships globally.

  • 2 in 5 consumers expect a neobank to become their primary bank within the next three years.

  • Neobanks outperform traditional banks on customer satisfaction, particularly on digital experience.

  • Despite strong customer growth, neobanks account for only around 5% of the global retail-banking revenue pool.

Neobanking is no longer about proving relevance. It’s about closing the gap between growth and profitability. 

Neobanking today

What scalable neobanks do differently

Unlock your inner unicorn

Neobanking has entered the mainstream, but only a subset of digital banks are successfully translating scale into sustainable economics. 

As competition matures, performance is no longer defined by entry timing or product novelty. The strongest neobanks are now differentiating themselves through how they operate at scale. From faster decision-making and simpler monetization to product-led ways of working, these operating principles offer valuable lessons for both digital challengers and established banks looking to close the gap between growth and profitability.

Six consumer trends reshaping digital banking

Based on Simon-Kucher’s latest global consumer survey, these six shifts highlight where customer expectations are changing as neobanking continues to move into the mainstream.

01

Multi-banking is the new default.

02

The thirty-something cohort is the key growth engine.  

03

Investments and crypto are where neobanks win.  

04

Neobanks lead on customer satisfaction - with clear limits.

05

Regional banks are losing ground.

06

Switching remains transactional and local.

Global neobanking: One trend, very different regional realities

Neobanking is a global phenomenon, but its pace, economics, and competitive implications vary sharply by region. While digital-first banks are gaining ground everywhere, local market structures, consumer behavior, and regulation shape very different outcomes. 

  • Europe: Early maturity, fragmented momentum

  • North America: Strong adoption, slower monetization

  • Latin America: Scale at speed, shifting to primary relationships

  • Australia: Competitive market, measured neobank growth

Europe: Early maturity, fragmented momentum


Europe has one of the most established neobanking landscapes, but adoption and competitive intensity vary significantly by market. While digital banking is well entrenched, neobanks face very different levels of primacy and switching resistance across countries.

  • Neobanks account for over one-third of new account openings, but primary-bank adoption remains uneven.
  • In the UK, almost 60% expect a neobank to become their primary bank within the next three years, roughly double the level seen in Austria and Switzerland, and materially higher than in Germany.
  • Switching resistance also differs sharply within Europe: in the UK, switching thresholds are ten times those reported in Germany and Austria, reflecting very different competitive dynamics across markets.

For a deeper dive into how these dynamics are playing out in the UK specifically, see our analysis of neobanking growth, limits, and what comes next.

North America: Strong adoption, slower monetization


Neobanking adoption continues to grow steadily across North America, but monetization remains uneven. While consumers are open to digital banks, primary bank switching thresholds are high, particularly in the US, limiting neobanks’ ability to capture primacy.

  • Neobanks now account for close to 40% of new account openings.
  • But consumer behavior is relatively conservative: 29% use only one bank, while 60% use multiple banks but with a clear primary provider.
  • Consumers in North America require the highest financial incentives globally to switch primary banks - above USD 300 per month in perceived benefits.

Understand why primacy and profitability remain the key challenges in North America.

 

Latin America: Scale at speed, shifting to primary relationships


Latin America is the most advanced neobanking region in our research. Neobanks have moved beyond early adoption and are increasingly winning primary relationships, not just secondary accounts.

  • Neobanks lead new customer acquisition, capturing 40%+ of new account openings in several Latin American markets.
  • Multi-banking is widespread, with consumers averaging more than two banking relationships.
  • In markets such as Brazil, up to 20% of consumers report having no clear primary bank, signaling that the concept of a primary bank is eroding.

Australia: Competitive market, measured neobank growth


Australia represents a neobanking market where growth is steady and disruption is incremental. Neobanks are gaining traction, but strong incumbents and high competition shape adoption dynamics.

  • The number of neobanking accounts is increasing, but large national banks still capture close to half of new banking relationships.
  • Primary banking relationships remain relatively stable, with only 14% considering a neobank as their primary bank.
  • Cautious switching behavior is reflected in a higher switching threshold than in some markets – around USD 200 per month.

Talk to our neobanking experts

With over three decades of experience in financial services, Simon-Kucher supports retail banks and digital challengers in navigating structural change. As trusted advisors to banks of all sizes, we understand what it takes to grow, even as customer behavior, economics, and the competitive landscape continue to evolve.

Work with the team behind Simon-Kucher’s global neobanking research to explore what these insights mean for your business. 

Start a discussion today:

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