Building trust is an essential component to winning over millennial financial consumers, and it’s an area where traditional firms struggle. Pair your social media and social conscience to develop a brand that resonates with millennials. Develop a plan to:
Gain millennial support with your socially responsible brand.
To win over millennials, you need to understand how their mindset differs from older generations. Redevelop your marketing strategy specifically for millennials. Explore ways to:
Re-align your business to capture revenue critical to your survival and success
Millennials present fewer opportunities for face-to-face interactions but provide more digital touch points. Explore ways of connecting with your clients across digital and traditional channels. Develop strategies to:
Engage millennials across your digital and physical touch points to build better relationships.
Network with your peers in financial services marketing and meet others who are working to attract millennial consumers to their brand.
Countless studies have told us what millennials want, but what works in theory doesn’t always work in practice. Test your theories to see what products actually resonate with millennials. Walk away with a plan to:
Create financial products that fit the actual desires of your millennial consumers.
Millennials are early adopters of new technologies, media and products. Use your millennial customers to test new offerings before rolling them out to a wider audience. Take a step-by-step approach to:
Experiment with new opportunities to increase your revenues.
By 2025 Millennials will be the largest spending segment. Optimize your acquisition, usage and retention of millennial cardholders to increase growth and profitability. Understand best practices to:
Drive profitability with your payment strategy.
Create a roadmap to achieve your payments business’ objectives.
As fintechs enter the market with new payment technologies, traditional financial institutions need to adapt or risk losing wallet share. Explore new opportunities to better capture your share of millennials’ transactions. Walk away with a plan to:
Embrace new payment technologies to increase your client base
To keep pace with customer expectations, traditional financial services firms need to adapt to the digital era or they risk disruption. Source insights on how your financial institution can act more like innovative startups. Develop a plan to:
Meet your customers’ expectations in the digital era
Digital natives crave content that is interactive and customized.
Give your clients a more immersive, user-tailored experience. Gain best practices to:
Improve your marketing performance with customized, interactive content.
Traditional wealth management is too costly for young professionals with limited savings, while robo-advisors lack the personal touch many people seek. Find a middle ground by using digital platforms to deliver cost-effective financial advice to your clients. Source practical tips to:
Create your cost-effective wealth management services to gain new clients.
In a world of reposts and memes, original content stands out with millennials. Cut through the noise and keep your audience engaged with a content strategy that is differentiated from the rest. Get practical tips to:
Implement winning strategies used by best-in-class financial partners to elevate your content.
Teens and millennials are disproportionately spending on products and experiences that derive social value. Tap into services that foster and facilitate financial responsibility alongside your social credibility. Create a plan:
Respond to your market’s changing priorities to gain credibility with millennials.
Millennials are the most diverse population segment in terms of culture, ethnicity, beliefs, and behavior. Use analytics to capture the granularity of the market and to develop your marketing plans accordingly. Gain expert advice to:
Embrace the power of analytics to better identify the needs of your millennial customers.
As millennials’ spending power is estimated to surpass $3 trillion in 2018, it is important to understand how this generation thinks and differs from previous generations. Learn what the Federal Reserve’s Diary of Consumer Payment Choice reveals about millennials’ payment behavior. Walk away with solutions to:
Understand how your clients use cash and other payment forms.
Millennials are the next large demographic with home purchasing power, but their buying preferences differ from generation x and baby boomers. Better understand your customers’ buying plans to meet their needs. Source strategies to:
Find out what millennials want from home loan products to improve your market share
Millennials are early adopters of new media platforms. Reach your customers on these emerging platforms while staying compliant. Create a checklist to:
Embrace social and mobile media platforms while ensuring your compliance with regulations.
Appealing to millennials is not as simple as changing your surface-level branding. Millennials crave authenticity, which goes to the heart of your organization. Explore how your brand can:
Earn the support of millennials through your authenticity.
Talking about money is one of the last social taboos, but getting millennials to have this conversation is critical to their financial health. Encouraging and engaging with your customers to open up about their finances in a judgment-free space can make them better financial consumers. Develop a plan to:
Help your clients get over the money taboo to improve their financial health.
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Businesses today have to embody the ideals of youth culture in order to succeed. Throw out your traditional marketing plans and transform your financial services firm to win over millennials. Walk away with a plan to:
Adapt your brand to win clients in a youth-driven culture.
Some 6.2 million millennials have a household income of over $100,000. Understand the specific needs of this demographic to attract them to your brand. Source expert advice to:
Develop your strategy to gain affluent millennial clients.
Founded in 2014, Casper has radically changed the traditional mattress industry business model. In the process it has built a brand adored by millennials and been named one of Fast Company’s Most Innovative Companies in the World. Get strategies to:
Win millennials over based on success in another industry.
Brainstorm with your peers to develop solutions for the financial services industry. Create a strategic plan to make your brand appealing to the next generation of consumers. Develop best practices to:
Transform your financial institution to win over millennial consumers.
Millennials have embraced a mobile-first attitude. Couple market testing with a best-in-class iterative marketing strategy to enable your brand to win with mobile. Develop the skills to:
Develop your mobile marketing strategy to enhance your acquisition of millennials.
Millennials want faster payment options – whether they come from financial institutions or nonbank providers. Hear what the Federal Reserve is doing to get the payments ecosytem up to speed and how it will affect your clients. Gain insights on:
Source details on how faster payments can improve services for your millennial customers.
Millennials are more than the social generation; they’re the first true omni-channel generation. Connect with your clients across multiple channels to maximize the impact of your marketing. Employ new methods to:
Engage millennials across multiple channels to increase the impact of your marketing.
Branding and marketing is about more than just winning over consumers; it’s also about appealing to the next generation of employees. Explore how your company can market itself to win over millennials who are entering the workforce. Create a plan to:
Build a brand that appeals to your millennial employees.
Kurt Heissenbuttal, Vice President, University Relations, Fidelity Investments
Millennials value experiences over material wealth. Tap into this mindset by promoting your financial institution with experiential marketing. Walk away with best practices to:
Develop your relationship with millennials using experiential marketing.
Millennials have been analyzed for their thoughts, feelings, likes, dislikes, charity, diversity, shopping habits, debt levels, etc.; yet, actionable insights about what drives their behavior have proven more elusive. Transform your strategy to attract millennials while retaining your older customer base. Discover what millennials say they want to maximize your relevance to this important segment. This will include strategies to:
Deliver business growth with a personal touch with your customers.
Millennials are looking for personalized financial services. Micro Apps are hyper focused on the users’ specific needs and function to interact quickly and easily for maximum efficiency. Source strategies to:
Better serve your clients with micro apps.
A century of maintaining status quo has inhibited the financial industry’s ability to effectively connect with a younger generation. Go beyond incremental change to transform your financial institution. Gain insights into:
Move your innovation conversation out of the country club and into the microbrewery.
At different stages of adulthood, millennials will require diverse products. Gain insights on these needs from a group of financial thought leaders who also happen to be millennials themselves. Create a plan to:
Gain insight into the millennial mindset direct from millennials themselves