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.
Authenticity, purpose and mobility are key things millennials are looking for from all brands. Discover the critical ways to reach them through social media tools. Master new social media success to:
Maximize your social media performance and get millennials’ attention in a distracted world.
Unnecessary friction leads to task abandonment, conversion rates reduction and overall current and prospective user’s frustration. Harmful friction is to be avoided at all cost, but how do we identify and eliminate it from the financial experience? Create a roadmap to:
Embedding a frictionless journey without the organizational pain.
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.
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.
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.
Creating a content powerhouse: How the combination of content, community and data will help you drive your business forward. Find out how to design stand-out mobile content, which engages with millennials better. Adopt best practices to:
Connecting content to ROI through better multichannel 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
Forward thinking organizations are embracing innovation in customer service at branch level. Create a blueprint to:
Ensuring all CX interaction with your partners is consistent and positive.
Regulations foster fairness but sometimes stifle innovation that could make financial services more affordable, accessible and simple to use. Startups can't afford heavy legal and compliance overhead. This is where traditional banks can thrive – we delve into the whole range of financial services:
Competing with start-ups and Fintechs through innovations.
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.
Technologies that can provide a competitive advantage are ones that build a comprehensive single customer view. Personalization, which requires the user experience to be contextualized, timely and offer value-added propositions, requires skill and foresight: Gain insights by:
Becoming a competitive, personalized approach beyond traditional financial services.
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 financial needs from millennials in person.
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.
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.
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.
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.
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
Today’s researchers, analysts, and data scientists aren’t just expected to be analysts; we’re also expected to be business advisors and consumer experts. It’s become your job to find and tell a story that leads to meaningful business insights & decisions. Build your own story of success by:
Attract a new generation of customers to sustain your pipeline of future business
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: