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FINANCIAL MARKETING INSIGHTS

Building a Financial Education Program for Millennials

Alex Reilly shares insights from millennials about financial education they want6-minute video

The largest adult generation—Millennials—have low levels of financial literacy, holding them back from achieving their financial goals. Banks, credit unions and advisors offer plenty of needed services, but they don't currently offer the education that is the point of entry for many of these potential customers.

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Millennial Branch Managers as Business Developers

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Millennial branch managers are eager to develop new relationships for banks. But many may not have the experience or the training to confidently get out on the field and win that new business. Don’t leave them frustrated or worse: intimidated.

Of course they need a sales training program, standout collateral materials and branded talking points.

But they need more.

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Attracting and Retaining Millennial Talent to Your Financial Brand: 3 Essentials

Martha Bartlett Piland shares insights from millennials about what they want from financial institutions3-minute video
Low interest rates continue to squeeze margins. Competition is fierce. So if you don’t have the right team in place, how will your institution grow? Hiring is harder than ever. Make sure your brand is attractive to those who will engender love and loyalty.

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Mining for CX gold: how financial institutions must engage employees

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Employees are an untapped trove of information at most banks and credit unions. They will tell you a lot more than you think and often are eager to do so.

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The Millennial Wealth Management Key: Relationships

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Forbes predicts that by 2030, millennials will hold five times the wealth they have today and be the richest generation in history. Those are staggering statistics that represent a potentially huge and not-to-be-missed opportunity for banks with wealth management and trust departments.

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