How to bridge the profit gap between millennials & financial services
It’s no secret that financial services are facing a problem with 73% of US millennials claiming they would be more excited about a new Financial Services offering from Google, Amazon, Apple, or PayPal. Find out how to adapt your products and services across a multi-platform environment that stands-out. Hear key panellists share their tips to:
How to inspire and empower millennials and drive brand growth through product.
Today, U.S. Hispanics represent 1 out of 5 millennials and are driving 100% of the growth in this demographic. Discover how financial marketers can reach Hispanic customers for continued success and growth in the future.
Gain actionable insights on:
Takeaway the knowledge required to develop your winning Hispanic strategy.
It's no wonder emerging visual social platforms like Pinterest, Snapchat, and Instagram are on fire with both brands and consumers. The human brain process images 60,000 times faster than text and 90% of information transmitted to the brain is visually based. Visual social marketing is the new standard for driving a deeper engagement within social media. This session will share case studies and examples to give you clear steps and tools as to how you can utilize Instagram, Vine, and Pinterest to get your Visual Social Marketing up to speed. This session will prove to you why visual social marketing strategy is essential, and how you can take advantage of specific strategies, tools, tactics, and tips for implementation.
Personalization is empowering millennial relationships: the challenge for financial service companies is to create a bond with this vital customer sector through dynamic engagement tactics across mobile channels. Take a deep dive into:
Learn how to drive engagement strategies across your digital platforms: From saving to retirement.
Millennials are embracing financial apps with gusto. This session offers delegates insight into how to engage with Gen Y using apps and how to design services, which appeal to their 24/7 one click demand. Find out how new mobile apps can offer competitive advantages:
Maximizing the impact of mobile app convenience and new products to millennials.
AI is not a magical silver bullet, it’s a collection of technologies and capabilities centered around big bodies of data, math to crunch the numbers, and smarter touchpoints arrayed across a user journey.
Used correctly, AI delights customers with frictionless, individualized experiences. But these are powerful and delicate tools, and they do quite a bit of damage to both brands and customer relationships when used incorrectly.
In this talk, we will separate fact from fiction, and explore how designers, product managers, and strategists can incorporate AI into their digital platforms.
Using insights gathered from customer research, and lessons learned working with established vendors and small startups, attendees will learn about valuable tools, critical dependencies, and best practices when developing intelligent digital experiences.
Millennials have grown up alongside advancements in technology and media platforms placing them in the most intriguing territory regarding media, purchasing and investment habits. There are many analytical and data tools. We discuss which ones will work best for you, so you will walk away with key insights:
Get into the minds of millennials and how they consume financial services.
For 20 years, Upright Citizens Brigade (UCB), the comedy company, has been running theaters, making content and training thousands in the skills of improv—all the while providing a pipeline of talent to the entertainment industry.
The key? It’s less about being funny than you might think. It’s about fostering a community, listening to its needs and demands, and helping it grow. Learn how UCB has inspired generations of fans and performers—and how building a community of your own is crucial to engaging millennials.
Regulations foster fairness but sometimes stifle innovation that could make financial services more affordable, accessible and simple to use. Find out how new investment products are opening up opportunity to the millennials and beyond. Delve into the whole range Robo and AI financial services to discover the latest:
Unwind and mingle with the delegates and speakers at our exclusive end-of-the-day reception. Bring your business cards!
Creating an engaged workforce! Nichol will share a story of engaging a workforce to instill innovation and form a culture of leaders. Sunrise Banks takes us through a journey of how to create a caring culture of achievement for millennials and all generations. Make an action plan to:
Align your internal brand with your future millennial business goals.
As Mary Meeker outlined in her 2017 internet trends report, adults are spending an average of 3+ hours per day looking at digital media on mobile devices. It’s no surprise that this behavior is driving mobile ad spend and an increasing demand for engaging content with shorter time frames to get it done. This session addresses the problem of how brands have more options today to create content, yet are not set up to create content at scale. Actionable takeaways include how to scale content across multiple channels, learning which channels to prioritize for maximum engagement and types of content that resonate with customers.
Millennials are changing how financial businesses operate through their unique preferences and behaviours surrounding spending, lifestyle, and investment. Hear directly from millennials themselves on how you can become part of their new world:
Gain insights on the future needs of millennials.
All financial service companies must balance growth with what they also have going on. But to avoid planning for millennials means missing out on the emerging wealth and loyalty of the next 50 years. Discover key future priorities, which can support both core ‘keep-the-lights-on’ functions and large-scale millennial wealth initiatives. Develop a plan to:
Create a fresh roadmap to achieve your customers’ wealth objectives.
Banks sometimes only touch the surface in their understanding of younger customers, however, we have discovered that there are subtle and very really differences to be acknowledge to increased brand awareness. Find out why it is a two-way conversation: Learn the best tools now:
Grow your millennial power base and reach market saturation through the right community.
Voleo is a turn-key individual and group trading platform that allows financial institutions to create an engaging and social investing experience for their customers. Get an inside peek at the mobile app’s features, functions and capabilities.
America’s population makeup is continually changing, and today 42% of Millennials are people of African-American, Asian-American, and Hispanic heritage. It is vital for financial services companies to delve more deeply into segmentation behaviors and needs to understand how best to engage with these consumers. Gain insights on:
Navigate your multicultural FS journey and be there for all your customers on their touchpoints.
The sharing economy refers to decentralized asset ownership and using information technology to find efficient matches between providers and users of capital. What does this mean for financial services companies and marketing to millennials who may turn to a bank or a disruptor intermediary? Panelists thrash out pros and cons:
It’s no secret that millennials face a unique set of challenges in their financial lives, such as crippling student loan debt, rising costs of living that outpace starting salaries, and more. Financial service professionals must proactively transform the conversation around financial betterment for this generation while there’s still time for them to get ahead. You’ll walk away from this session with a new way of approaching financial guidance for this specific generation, a way of thinking that:
Take away fresh, honest and proven approaches that will help you transform your financial conversations with millennials.