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.
If you think millennials are going to bank upside down—you’ve been sold a bill of goods. They already have, and they never will. While odds are they’ll bank where their parents did, that’s as much up for grabs as it’s ever been. In this category, especially, the loyalty of one generation tends to breed the loyalty of the next. Hear how loyalty often lies in the commonalities, the unifiers, and recognizing the subtle differences is what can future-proof your brand loyalty. Attendees will learn about:
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.
There are 92 million Millennials in the US today and their customer behaviors are slowly but surely transforming the way we all consume, interact, communicate, transact, pay, eat and soon, bank. In this interactive you will learn:
Marketing to millennials is radically different than the majority of marketing a mere 4 or 5 years ago. Hear how research, voice and tone, imagery, channels, and overall strategies can set your financial institution apart — but only if you’re willing to rethink some preconceived notions about this critical target market. Discover pragmatic tips on how to:
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.
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
Millennials have recently become the largest living generation in the U.S. This population of roughly 75 million 18-35 year olds are at a key point in their financial lives where they are accumulating wealth and developing lasting relationships with businesses. Amid countless data points and confusion over the appropriate strategies to address Millennials, LexisNexis recently conducted a study to uncover the most meaningful insights for businesses looking to serve this cohort. Leveraging both public and proprietary data, our study sought to answer three important questions:
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.
Millennials have rocked the financial industry with their digital behaviours. The only certainty is that the channels they use today likely won’t be what they use five years from now creating a problem for marketers relying on old tactics and digital marketing tools. In this session, we’ll explore fool-proof ways you can ensure stronger long-term relationships with Millennials.
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.
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.
Don’t miss this exclusive end-of-day gathering with conference speakers and attendees! Unwind, mingle and build relationships that will benefit you in the years to come.
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.
Millennials will be inheriting $30T of generational wealth over the next 3-5 years, opening a sizable opportunity for financial institutions to support and drive value around this generational transfer of wealth. Learn:
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.
Brand authenticity and transparency are key consideration points for millennials. In order to keep their organizations relevant, marketers must be willing to break barriers and operate on the basis of disruption. Develop a strategy to:
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 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.
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.
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.
In this session, learn how the Chase Newsroom is building content and partnerships about personal finance, entrepreneurship, leadership, and culture—while driving business among millennials, and certainly all Americans. You’ll learn:
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